advisorfinder-cli

advisorfinder-cli

Terminal CLI for searching SEC-registered financial advisors. Data sourced from the SEC Investment Adviser Public Disclosure (IAPD) database.

Install

pip install advisorfinder-cli

Usage

# Search by name
advisorfinder search "Joseph Montgomery" --state VA

# Full profile
advisorfinder lookup 3034796

# Quick safety check
advisorfinder verify 3034796

# Firm overview
advisorfinder firm 133640

# Database stats
advisorfinder stats

# Advisors with complaints in California
advisorfinder disclosures --type customer_complaint --state CA

# JSON output (for scripting)
advisorfinder lookup 3034796 --json | jq '.risk_level'

macOS SSL Note

If you see a certificate error on macOS, run:

export SSL_CERT_FILE=/private/etc/ssl/cert.pem
advisorfinder stats

Or add it to your shell profile (~/.zshrc or ~/.bash_profile) to make it permanent.

Data

Data is sourced from the SEC IAPD database, updated weekly. Always verify important information at:

• SEC IAPD
• FINRA BrokerCheck