AdvPulse

Description

From the marketplace listing

AdvPulse searches the Form ADV filings that investment advisers file with the U.S. Securities and Exchange Commission. Use it to look up an adviser firm by name or by its CRD number, to filter firms by state, assets under management, firm type and disclosure history, and to search the plain-language brochures (Form ADV Part 2A) by meaning rather than by keyword. A search such as "firms that describe a tax-loss harvesting strategy" returns the firms whose brochures say so, each with a short excerpt. Each result shows the firm's name, CRD number, main office city and state, assets under management, firm type, registration status, website, and whether the firm reports any disclosures. Every firm links to its public record on the SEC's Investment Adviser Public Disclosure site. What to know: - Results cover firms, not individual people. - Each search returns up to 10 firms. - The data comes from public SEC filings. Every answer states the date of the filings it was built from; it is not a live feed. - No account or sign-in is needed. - This is information from public filings, not investment advice.