CFP Leads Scraper USA (Emails, Phones, Financial Planners)

Scrape 71,000+ CFP® professionals across all 50 U.S. states from the official CFP Board directory. Extract phone, website, LinkedIn, minimum AUM, planning services, specializations, CRD number, and FINRA/SEC verification links. Built for B2B lead generation, fintech prospecting, and financial services outreach.

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📦 What data you get

Field	Description
name	Full name with prefix
organization	Firm or company name
city	City
state	State abbreviation
zip_code	ZIP code
address	Full street address
website_url	Company or personal website
linkedin_url	LinkedIn profile URL
phones	Phone number(s)
languages	Languages spoken
min_assets	Minimum AUM accepted by the advisor
expertises	Target client profiles (Women, Retirees, Business Owners…)
planning_services	Services offered (Tax, Retirement, Estate, Divorce, Investment…)
cert_status	Certification status (Certified / Suspended)
certification_year	Year of CFP® certification
crd	CRD registration number
finra_url	Direct link to FINRA BrokerCheck profile
sec_url	Direct link to SEC IAPD profile

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👥 Who uses this

• Sales teams at SaaS, fintech, and B2B companies targeting financial advisors
• Marketing agencies building outbound lists for financial services clients
• Recruiters sourcing certified financial planning professionals across all 50 states
• Compliance tools needing verified FINRA/SEC cross-reference links per record
• Research teams analyzing the U.S. financial advisory landscape by AUM, geography, or specialization

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⭐ Why this scraper is unique

Most contact scrapers return generic data. This one includes fields no other Apify actor provides for CFP professionals:

• min_assets — filter advisors by minimum AUM they accept. Target only those managing $500k, $1M, or $5M+
• planning_services — filter by Tax Planning, Retirement Planning, Estate Planning, Divorce Planning, Business Succession, and 15+ other specializations
• finra_url + sec_url — verified regulatory links for every record, ready for compliance and enrichment workflows
• Full USA coverage — all 50 states from the official CFP Board Let's Make a Plan registry
• No login required — all data is publicly accessible

⚙️ Input

{
  "states": ["CA", "NY", "TX"],
  "maxResults": 5000
}

Leave states empty to scrape all 50 U.S. states.

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📄 Sample output

{
    "url": "https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/1ff5acd0-1897-4079-97b3-309eb62b19a9",
    "profile_id": "1ff5acd0-1897-4079-97b3-309eb62b19a9",
    "name": "Mrs. Kristen LeClair",
    "organization": "994 Group",
    "city": "Austin",
    "state": "TX",
    "zip_code": "78704-2926",
    "address": "1207 W Mary St",
    "min_assets": "0",
    "website_url": "http://www.994group.com",
    "linkedin_url": "https://www.linkedin.com/in/kristenleclair/",
    "photo_url": "https://login.cfp.net/eweb/fileviewer.aspx?itemkey=00000000-0000-0000-0000-000000000000&objectName=profile_images&file=442654",
    "phones": "(512) 853-9597",
    "languages": "English",
    "expertises": "Government Employees and Military Servicepeople, Retirees, Widows/Widowers, Intergenerational Families, Women, Young Professionals, Veterans",
    "planning_services": "Divorce Planning, Tax Planning, Employee and Employer Plan Benefits, Social Security Planning, Comprehensive Financial Planning, Retirement Planning, Education Planning, Estate Planning, Socially Responsible Investing, Investment Planning, Business Succession Planning",
    "cert_status": "Certified",
    "certification_year": 2022,
    "crd": "4341716",
    "finra_url": "https://brokercheck.finra.org/individual/summary/4341716",
    "sec_url": "https://adviserinfo.sec.gov/individual/summary/4341716"
  },

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🍌 BananaData — Download the Full Dataset Instantly

Skip the scraping. Get clean, ready-to-use data in seconds.

✅ Pre-scraped & deduplicated	✅ JSON + CSV format
✅ Instant download	✅ All 50 U.S. states
✅ 71,000+ records	✅ All fields included

📦 Available datasets

🟡 CFP USA Dataset — 71k Certified Financial Planners Full database with min_assets, planning_services, FINRA/SEC links

🟠 CPA USA Dataset — 50k Certified Public Accountants Emails, phones, specializations, accounting firms across all 50 states

🔥 US Financial Professionals Bundle — CPA + CFP (120k+ records) Save $250 vs buying separately — the most complete US financial professionals database available

🍌 → Visit BananaData Store

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🛠️ Support

Found a bug or need a feature? Open an issue in the Issues tab on Apify Console.

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