FPA PlannerSearch Financial Advisor Directory Scraper

Extract financial advisor listings from PlannerSearch.org -- the official directory of the Financial Planning Association (FPA). This Actor scrapes advisor names, certifications (CFP, ChFC, CLU, CPA, JD), firm names, addresses, phone numbers, websites, LinkedIn profiles, compensation methods, and professional bios from the FPA PlannerSearch directory.

What data can you scrape from PlannerSearch?

Field	Description
name	Financial advisor's full name with credentials
certifications	Professional certifications (CFP, BFA, CRPC, etc.)
title	Job title (Financial Advisor, Owner, Wealth Manager, etc.)
firmName	Name of the advisory firm or company
streetAddress	Office street address
city	City
state	State abbreviation
zip	ZIP/postal code
phone	Office phone number
website	Advisor or firm website URL
linkedIn	LinkedIn profile URL
compensation	Compensation method (Fee Only, Commission, Commission and Fee)
bio	Professional overview and background
imageUrl	Advisor headshot photo URL
profileUrl	PlannerSearch profile URL

Why Scrape PlannerSearch? Top Use Cases

• No login required -- all advisor data is publicly accessible on PlannerSearch.org
• All 50 US states supported -- search by state to find advisors in any region
• Structured data extraction -- uses schema.org FinancialService markup for high accuracy
• Two scraping modes -- quick listing extraction or full detail page scraping with compensation and bio
• Fast and efficient -- uses CheerioCrawler (no browser needed), keeping compute costs very low
• No pagination needed -- all advisors in a state load on a single page
• CFP-verified professionals -- data comes from the official FPA directory of certified financial planners

How to scrape PlannerSearch financial advisor data

1. Go to the PlannerSearch Scraper page on Apify Store
2. Click Try for free
3. Enter a State name in lowercase (e.g., california, new-york, texas, wyoming)
4. Toggle Scrape Detail Pages on for full data (firm, website, compensation, bio) or off for a quick list of names and phone numbers
5. Set Max Requests to control the safety limit on total HTTP requests
6. Click Start and wait for results
7. Download your data as JSON, CSV, or Excel

Input example

{
    "state": "california",
    "scrapeDetails": true,
    "maxRequestsPerCrawl": 500
}

Output example

Each financial advisor listing returns a JSON object like this:

{
    "name": "Dixie M. Roberts, CFP",
    "certifications": "BFA, CRPC",
    "title": "Financial Advisor",
    "firmName": "Ameriprise Financial Services, LLC",
    "streetAddress": "3000 Central Ave",
    "city": "Cheyenne",
    "state": "WY",
    "zip": "82001-2502",
    "phone": "(800) 693-1329",
    "website": "http://www.ameripriseadvisors.com/Dixie.M.Roberts",
    "linkedIn": "https://www.linkedin.com/in/dixiemroberts/",
    "compensation": "Commission and Fee",
    "bio": "What matters most to you in life? It's a big question...",
    "imageUrl": "https://www.plannersearch.org/planner-image/28343",
    "profileUrl": "https://www.plannersearch.org/financial-advisor/dixie-m-roberts",
    "searchState": "wyoming"
}

How much does it cost to scrape PlannerSearch?

This Actor uses CheerioCrawler (no browser), so compute costs are very low. The main cost factor is whether you enable detail page scraping, which makes one additional request per advisor.

Scenario	Advisors	Detail Pages	Est. Compute	Est. Actor Fee
Small state, listing only	~10	No	~$0.001	~$0.02
Small state, with details	~10	Yes	~$0.005	~$0.02
Medium state, listing only	~100	No	~$0.005	~$0.20
Medium state, with details	~100	Yes	~$0.05	~$0.20
Large state (CA), with details	~600	Yes	~$0.15	~$1.20

Actor pricing: $0.002 per result + minimal compute costs. A typical state run costs under $1.00 total.

Input parameters

Parameter	Type	Required	Default	Description
state	string	Yes	california	US state name in lowercase (e.g., california, new-york)
scrapeDetails	boolean	No	true	Visit detail pages for full data (firm, website, bio, compensation)
maxRequestsPerCrawl	integer	No	500	Safety limit on total HTTP requests (1-10000)

Tips for best results

• Finding state names: Go to plannersearch.org/financial-planner/state for the full list. Use lowercase with hyphens for multi-word states (e.g., new-york, north-carolina).
• Quick mode: Set scrapeDetails to false for a fast list of names, certifications, phone numbers, and addresses without visiting each detail page.
• Full data mode: Set scrapeDetails to true to get firm website, compensation method, professional bio, and LinkedIn profile.
• Large states: California has 600+ advisors. Set maxRequestsPerCrawl high enough (e.g., 700) to capture them all with details.

Integrations

Connect PlannerSearch data with your workflow:

• API -- Access results programmatically via the Apify API
• Webhooks -- Get notified when a scrape completes
• Zapier / Make -- Pipe results into Google Sheets, CRMs, or databases
• Python / Node.js -- Use the Apify SDK to run and retrieve data

FAQ

Is it legal to scrape PlannerSearch?

PlannerSearch.org is the official public directory of the Financial Planning Association. This scraper only extracts publicly available professional information that financial advisors have voluntarily listed. Always review the site's Terms of Service before use.

How much does it cost to scrape PlannerSearch?

Actor pricing is $0.002 per result plus Apify compute costs. A typical state run costs under $1.00 total. Large states like California (~600 advisors) cost about $1.35 total.

Can I export financial advisor data to Excel or Google Sheets?

Yes. Apify datasets can be exported in JSON, CSV, Excel, and other formats directly from the platform. You can also use Zapier or Make to automatically send results to Google Sheets or your CRM.

How many financial advisors are in the PlannerSearch directory?

PlannerSearch lists thousands of FPA-member certified financial planners across all 50 US states. State sizes range from ~10 advisors (Wyoming) to 600+ (California).

What certifications do PlannerSearch advisors have?

Advisors in the directory hold various certifications including CFP (Certified Financial Planner), ChFC, CLU, CPA, JD, CRPC, and BFA.

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Legal disclaimer

This Actor extracts publicly available professional information from PlannerSearch.org, the official directory of the Financial Planning Association. It does not extract private user data, bypass authentication, or access protected content. The scraped data consists of professional listings that financial advisors have voluntarily published on the FPA's public directory.

Users are responsible for ensuring their use of scraped data complies with applicable laws, including GDPR and CCPA. For questions about data usage, consult a legal professional.

Support

• Issues? Open an issue on the Actor's Apify page
• Custom data needs? Contact us for enterprise solutions