SearchIAPDFirm
shallowio.github.findimitrov/fintel-discovery · Verify this server
Search the SEC Investment Adviser Public Disclosure (IAPD) database for registered investment advisor (RIA) firms by name. Returns firm CRD, registration status, AUM, employee count, state, and office city. Use this tool when: - You need the CRD or AUM for a named RIA firm - You are looking up Form ADV data for a firm - You want to distinguish between RIA firms (use IAPD) vs BD firms (use BrokerCheck) Geographic workflow: if you have a firm name from SearchBrokersByPlace and the firm is an RIA (registered investment advisor), search here to get the CRD, AUM, and regulatory status. Then use GetIAPDFirmDetail for full ADV data. Note: IAPD covers RIAs registered with the SEC. For broker-dealers, use SearchBrokerCheckFirm instead. Source: SEC IAPD public API. No API key required.
1 trials · measured 8 days ago
SearchIAPDFirm scores 100.0/100 on Vouch's measured behaviour index, from 1 real invocation trials against io.github.findimitrov/fintel-discovery, measured 25 Aug 2026 under methodology v0.2.0. Every measured component scored 100.
Component breakdown
| Component | Weight | Value |
|---|---|---|
| Reliability | 35% | not applicable |
| Schema integrity | 25% | 100.0 |
| Failure behaviour | 15% | not applicable |
| Latency | 15% | not applicable |
| Concurrency | 10% | not applicable |
Tool details
- Transport
- remote
- Credential class
- unreachable
- Input schema
- not declared
- Output schema
- not declared
- Side-effect classification
- unclassified
Score history
| Day | Score | Tier | Methodology |
|---|---|---|---|
| 2026-08-25 | 100.0 | shallow | v0.2.0 |
Probe evidence
| Probe | Outcomes |
|---|---|
| schema_integrity | pass: 1 |
Raw request/response logs are not archived yet — the outcome counts above are drawn directly from every recorded trial.
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