`adv_search_firm`

Pack: sec-adv · Endpoint: https://gateway.pipeworx.io/sec-adv/mcp

Search SEC-registered investment adviser (RIA) and broker-dealer firms by name via the IAPD / Form ADV public directory. Returns matching firms with CRD number, SEC number, registration scope, disclosure flag, branch count, and office address. Use adv_firm_profile with a returned CRD for full detail.

Parameters

Name	Type	Required	Description
`query`	string	yes	Firm name to search (e.g. “BlackRock”, “Fisher Investments”, “Vanguard”).
`limit`	number	no	Max firms to return (1-50, default 10).

Example call

Arguments

{
  "query": "BlackRock"
}

curl

curl -X POST https://gateway.pipeworx.io/sec-adv/mcp \
  -H 'Content-Type: application/json' \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"adv_search_firm","arguments":{"query":"BlackRock"}}}'

TypeScript (@pipeworx/sdk)

import { Pipeworx } from '@pipeworx/sdk';
const pipeworx = new Pipeworx();

const result = await pipeworx.call('adv_search_firm', {
  "query": "BlackRock"
});

More examples

{
  "query": "Fisher Investments",
  "limit": 5
}

Connect

Add this to your MCP client config, or use one-click install buttons:

{
  "mcpServers": {
    "sec-adv": {
      "url": "https://gateway.pipeworx.io/sec-adv/mcp"
    }
  }
}

See Getting Started for client-specific install steps.

adv_search_firm