NAPFA Fee-Only Financial Advisors Scraper

Extract structured data on 4,000+ fee-only fiduciary financial advisors from the official NAPFA (National Association of Personal Financial Advisors) public directory — the gold standard for locating vetted, commission-free financial planners in the United States.

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Before you run this scraper

Some datasets like this one are already available ready-to-use on bananalitycs.com — download instantly or request custom delivery.

 

What is NAPFA?

NAPFA is the leading professional association for fee-only financial advisors in the US. Every advisor listed is a fiduciary — legally required to act in the client's best interest — and fee-only — compensated exclusively by clients, with zero commissions or product incentives.

This makes the NAPFA directory one of the highest-quality sources of verified financial professional data available publicly.

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Who uses this actor?

• Fintech & wealthtech SaaS — prospect into RIA firms and fee-only advisory practices for software sales
• B2B sales teams — build targeted outreach lists of high-trust financial professionals
• Recruiting agencies — identify CFP® holders with fiduciary credentials by region
• Market researchers — analyze the fee-only advisor landscape by state, specialty, or firm size
• Compliance tools — verify advisor credentials and compensation model
• Insurance & investment platforms — build referral networks with fiduciary advisors

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Input

Parameter	Type	Description
search_query	string	City or location to search (e.g. new york, chicago)
client_markets_served	array	Filter by client markets (e.g. Entrepreneurs, High Net Worth, Millennials)
fee_structure	array	Filter by fee type (AUM, Hourly, Fixed Fee)
technical_areas	array	Filter by areas of focus (Tax Planning, Estate Planning, etc.)
max_results	integer	Maximum number of advisors to scrape (0 = unlimited, default: 100)
include_detail	boolean	Visit each advisor's profile page for full details (default: true)
delay_seconds	number	Pause between requests in seconds (default: 1.0)
proxy_configuration	object	Proxy settings (default: Apify Proxy)

Example input

{
  "search_query": "new york",
  "client_markets_served": ["High Net Worth Client Needs", "Corporate Executives"],
  "fee_structure": ["AUM"],
  "technical_areas": ["Tax Planning", "Retirement Planning & Distribution Rules"],
  "max_results": 50
}

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Output

Each result is a single advisor with the firm information embedded. One advisor = one record.

Field	Type	Description
name	string	Advisor full name
credentials	string	Professional designations (CFP®, CPA, EA, CFA, etc.)
member_id	integer	NAPFA member ID
profile_url	string	Direct link to the advisor's NAPFA profile
photo	string	URL of the advisor's profile photo
role	string	NAPFA role (e.g. "NAPFA-Registered Financial Advisor")
focus_areas	array	Client markets and technical areas of focus
additional_info	string	Advisor bio / additional description
napfa_start_date	string	Date the advisor joined NAPFA
city	string	Office city
state	string	US state abbreviation
zipCode	string	ZIP code
phone	string	Office phone number
address	string	Street address
other_offices	array	Additional office locations
firm_name	string	Advisory firm name
firm_id	integer	NAPFA firm ID
firm_url	string	Firm's NAPFA directory page
firm_website	string	Firm's external website URL
firm_logo	string	URL of the firm's logo
firm_description	string	Firm description

Example output

{
  "name": "Michael Schupak",
  "credentials": "CFP®, EA",
  "member_id": 32879,
  "address_id": 22266,
  "profile_url": "https://www.napfa.org/member/32879/22266",
  "photo": "https://members.napfa.org/Portals/0/assets/images/contact/2be6974f-4f35-44a6-8249-42fd9c046e16.jpg",
  "role": "NAPFA-Registered Financial Advisor",
  "focus_areas": [
    "Alternative or Private Investments",
    "AUM",
    "Corporate Executives",
    "High Net Worth Client Needs",
    "Investment Advice with Ongoing Management",
    "Millennials"
  ],
  "additional_info": "I'm Mike Schupak, Principal at Astra Wealth Partners. I have worked in personal and corporate finance for almost 20 years...",
  "napfa_start_date": "October 24, 2016",
  "city": "Jersey City",
  "state": "NJ",
  "zipCode": "07302",
  "phone": "(800) 805-8740",
  "address": "101 Hudson Street, Ste 2100",
  "other_offices": [
    {
      "city": "New York",
      "state": "NY",
      "zipCode": "10016",
      "phone": "(800) 805-8740",
      "address": "99 Madison Ave 5th Floor"
    }
  ],
  "firm_name": "Astra Wealth Partners, LLC",
  "firm_id": 39028,
  "firm_url": "https://www.napfa.org/firm/39028/22266",
  "firm_website": "https://www.napfa.org/api/public/redirect/firm/39028",
  "firm_logo": "https://members.napfa.org/Portals/0/assets/images/contact/f2631e8d-ea4b-4b61-9d6c-9403c622609f.png",
  "firm_description": null
}

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Need the full dataset right now?

Skip the scraping. Download the pre-built NAPFA dataset — cleaned, structured, and ready to import into your CRM or outbound tool.

Download NAPFA Fee-Only Advisors Dataset

Also available:

• CFP Board — 71k Certified Financial Planners
• CPA Leads USA — 50k Certified Public Accountants
• US Financial Professionals Bundle — CPA + CFP + NAPFA