> ## Documentation Index
> Fetch the complete documentation index at: https://docs.focusalpha.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Screen Advisers by Products and Scale

> Filter advisers by the vehicles they issue, the asset classes the money buys, geographic coverage, and self-reported AUM — with the ERA sorting rule and the has_brochure coverage switch.

Screening advisers by products and scale selects firms by **what they sell** and **how big they are**: the vehicles a firm issues, the asset classes its money buys, the geographies its brochure claims, and its self-reported regulatory AUM. The product and asset-class vocabularies are deliberately separate questions, and the scale axis carries a structural rule about exempt reporting advisers that decides what a ranking can see.

<Info>
  **Plan:** Fund · **Credits:** 1 per call; screen facets are free
</Info>

## Vehicles Versus Asset Classes — Two Vocabularies

<ParamField query="product_types" type="string">
  What the firm **issues**; comma-separated, matches ANY: `mutual_fund`, `etf`, `private_fund`, `separately_managed_account`, `model_portfolio`, `wrap_program`, `closed_end_fund`, `interval_fund`, `collective_investment_trust`, `ucits`, `annuity_insurance`, `section_529_plan`.
</ParamField>

<ParamField query="asset_classes" type="string">
  What the money **buys**; comma-separated, matches ANY: `equity`, `fixed_income`, `real_estate`, `private_equity`, `private_credit`, `structured_credit`, `structured_products`, `bank_loans`, `commodities`, `currencies`, `digital_assets`, `derivatives`, `infrastructure`, `multi_asset`, `cash`.
</ParamField>

The two are never interchangeable: an ETF issuer that buys bonds is `product_types=etf` plus `asset_classes=fixed_income`.

<ParamField query="geographic_coverage" type="string">
  Where the brochure says the money goes: `global`, `us`, `north_america`, `international_ex_us`, `emerging_markets`, `europe`, `asia_pacific`, `japan`, `latin_america`, `middle_east_africa`. Most brochures name none — this returns the firms that **wrote it down**, not the complete list of managers in a region.
</ParamField>

## The Scale Filters

<ParamField query="min_aum" type="number">
  Total regulatory AUM floor in USD, self-reported on ADV Part 1; `max_aum` sets the ceiling. This family spells bounds `min_`/`max_` — not the `_gte`/`_lte` of the company screen — and an unknown parameter returns a `400` rather than being silently ignored.
</ParamField>

## Sorting Drops a Whole Registration Class

<Warning>
  An exempt reporting adviser files an abbreviated ADV that reports **no AUM, no account count and no headcount**, so the sorts `aum_total`, `aum_discretionary`, `accounts_total` and `employee_count` all drop every ERA — and any AUM bound excludes them too. `crd` is the only sort that keeps every firm, and paging it at `limit=1000` is the full-roster export path. When a sort empties the page, read the `unranked` block before concluding nothing matched.
</Warning>

## The Coverage Switches

<ParamField query="has_brochure" type="boolean">
  `true` restricts to firms whose Part 2A brochure is in the store. Every brochure filter on any adviser page silently narrows to that population — this switch, and the facets totals, make the narrowing visible instead of reading as "few firms do this".
</ParamField>

<ParamField query="has_style" type="boolean">
  `true` restricts to 13F filers with a computed style row.
</ParamField>

## Related Screens

[By firm type](/screening/advisers/by-firm-type) · [By strategy and style](/screening/advisers/by-strategy-and-style) · [Form ADV directory](/advisers/form-adv) · [Adviser screening overview](/advisers/screening)

<RequestExample>
  ```bash cURL theme={null}
  curl "https://api.focusalpha.ai/v1/institutions/screen?product_types=etf&asset_classes=equity&min_aum=100000000000&sort=aum_total" \
    -H "Authorization: Bearer $FOCUSALPHA_API_KEY"
  ```
</RequestExample>

<ResponseExample>
  ```json Response (fields trimmed) theme={null}
  {
    "data": [
      {
        "crd": "142463",
        "legal_name": "METLIFE INVESTMENT MANAGEMENT, LLC",
        "primary_type": "asset_manager",
        "sec_registration_type": "Registered",
        "product_types": [
          "separately_managed_account",
          "collective_investment_trust",
          "other",
          "etf"
        ],
        "asset_classes": [
          "equity"
        ],
        "geographic_coverage": [
          "us"
        ],
        "aum_total": 563779494417,
        "aum_discretionary": 560911238227,
        "accounts_total": "805",
        "employee_count": "956"
      }
    ]
  }
  ```
</ResponseExample>