Investment Adviser Names API

Investment advisers are financial specialists who give investment advice or conduct security analyses for a fee. In the United States, they must register with the Securities and Exchange Commission if they handle $25 million or more in client assets. The API endpoint returns the legal names of over 15,000 registered investment advisers. There is a limit of 1000 records per API call.

API Endpoint

https://financialdata.net/api/v1/investment-adviser-names

Query Parameters

NameTypeDescriptionExample
offsetinteger(Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0.1000
formatstring(Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON.json, csv

Sample Response

[
  {
    "legal_name": "&PARTNERS"
  },
  {
    "legal_name": "1 NORTH WEALTH SERVICES, LLC"
  },
  {
    "legal_name": "1 ROUNDTABLE PARTNERS LLC"
  },
  ...
]
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