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:
1 maintainer
Metadata
1 maintainer
Release files for advisorfinder-cli 1.0.0
For a detailed explanation of source distributions (sdists) and built distributions (wheels), please see the package formats documentation.
Source distribution (sdist)
| File | Size | Uploaded | Provenance | Actions |
|---|---|---|---|---|
| advisorfinder_cli-1.0.0.tar.gz | 7.5 kB | Without provenance | Details for advisorfinder_cli-1.0.0.tar.gz |
Built distribution (wheel)
| File | Interpreter | ABI | Platform | Actions Reset |
|---|---|---|---|---|
| advisorfinder_cli-1.0.0-py3-none-any.whl | Python 3 | none | any | Details for advisorfinder_cli-1.0.0-py3-none-any.whl |
Total release size: 15.7 kB
Release files / advisorfinder_cli-1.0.0.tar.gz
| Download URL | advisorfinder_cli-1.0.0.tar.gz |
|---|---|
| Size | 7.5 kB |
| Tags | Source |
|
SHA-256 checksum How to use checksums |
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BLAKE2b-256 checksum How to use checksums |
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Uploaded using Trusted Publishing? What is trusted publishing? |
No |
| Uploaded via |
twine/6.2.0 CPython/3.13.2
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Release files / advisorfinder_cli-1.0.0-py3-none-any.whl
| Download URL | advisorfinder_cli-1.0.0-py3-none-any.whl |
|---|---|
| Size | 8.2 kB |
| Tags | Python 3 |
|
SHA-256 checksum How to use checksums |
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BLAKE2b-256 checksum How to use checksums |
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| Upload date | |
|
Uploaded using Trusted Publishing? What is trusted publishing? |
No |
| Uploaded via |
twine/6.2.0 CPython/3.13.2
|
Security for advisorfinder-cli 1.0.0
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