# CFP Leads Scraper USA (Emails, Phones, Financial Planners) (`giovannibiancia/cfp-scraper`) Actor Scrape 71,000+ CFPยฎ professionals across all 50 U.S. states. Extract phone, website, LinkedIn, min AUM, planning services, specializations, CRD, and FINRA/SEC links. Built for B2B lead generation, fintech prospecting, and financial services outreach - **URL**: https://apify.com/giovannibiancia/cfp-scraper.md - **Developed by:** [Giovanni Bianciardi](https://apify.com/giovannibiancia) (community) - **Categories:** Lead generation, Other - **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, NaN bookmarks - **User rating**: No ratings yet ## Pricing from $35.00 / 1,000 cfp details This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events. Since this Actor supports Apify Store discounts, the price gets lower the higher subscription plan you have. Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-event ## What's an Apify Actor? Actors are a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases. In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours, and optionally produces a well-defined JSON output, datasets with results, or files in key-value store. In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server. Actors are written with capital "A". ## How to integrate an Actor? If asked about integration, you help developers integrate Actors into their projects. You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready. The best way to integrate Actors is as follows. In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js.md): ```bash npm install apify-client ``` In Python projects, use official [Python client library](https://docs.apify.com/api/client/python.md): ```bash pip install apify-client ``` In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md): ````bash # MacOS / Linux curl -fsSL https://apify.com/install-cli.sh | bash # Windows irm https://apify.com/install-cli.ps1 | iex ```bash In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/platform/integrations/mcp.md). If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md). For usage examples, see the [API](#api) section below. For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt). # README ## CFP Leads Scraper USA (Emails, Phones, Financial Planners) Scrape **71,000+ CFPยฎ 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. --- ### ๐Ÿ“ฆ 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 Ownersโ€ฆ) | | `planning_services` | Services offered (Tax, Retirement, Estate, Divorce, Investmentโ€ฆ) | | `cert_status` | Certification status (Certified / Suspended) | | `certification_year` | Year of CFPยฎ certification | | `crd` | CRD registration number | | `finra_url` | Direct link to FINRA BrokerCheck profile | | `sec_url` | Direct link to SEC IAPD profile | --- ### ๐Ÿ‘ฅ 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 --- ### โญ 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`** โ€” filter advisors by minimum AUM they accept. Target only those managing $500k, $1M, or $5M+ - **`planning_services`** โ€” filter by Tax Planning, Retirement Planning, Estate Planning, Divorce Planning, Business Succession, and 15+ other specializations - **`finra_url` + `sec_url`** โ€” verified regulatory links for every record, ready for compliance and enrichment workflows - **Full USA coverage** โ€” all 50 states from the official CFP Board Let's Make a Plan registry - **No login required** โ€” all data is publicly accessible ### โš™๏ธ Input ```json { "states": ["CA", "NY", "TX"], "maxResults": 5000 } ```` Leave `states` empty to scrape all 50 U.S. states. *** ### ๐Ÿ“„ Sample output ```json { "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" }, ``` *** ### ๐ŸŒ BananaData โ€” Download the Full Dataset Instantly > **Skip the scraping. Get clean, ready-to-use data in seconds.** | | | | ----------------------------- | ---------------------- | | โœ… Pre-scraped & deduplicated | โœ… JSON + CSV format | | โœ… Instant download | โœ… All 50 U.S. states | | โœ… 71,000+ records | โœ… All fields included | #### ๐Ÿ“ฆ Available datasets ๐ŸŸก **[CFP USA Dataset โ€” 71k Certified Financial Planners ](https://bananadata.lemonsqueezy.com)** *Full database with min\_assets, planning\_services, FINRA/SEC links* ๐ŸŸ  **[CPA USA Dataset โ€” 50k Certified Public Accountants ](https://bananadata.lemonsqueezy.com)** *Emails, phones, specializations, accounting firms across all 50 states* ๐Ÿ”ฅ **[US Financial Professionals Bundle โ€” CPA + CFP (120k+ records) ](https://bananadata.lemonsqueezy.com)** *Save $250 vs buying separately โ€” the most complete US financial professionals database available* > ๐ŸŒ **[โ†’ Visit BananaData Store](https://bananadata.lemonsqueezy.com)** *** *** ### ๐Ÿ› ๏ธ Support Found a bug or need a feature? Open an issue in the **Issues** tab on Apify Console. *** # Actor input Schema ## `max_results` (type: `integer`): Maximum number of CFP professionals to scrape. 0 = unlimited. ## `states` (type: `array`): Select one or more US states to scrape CFP professionals from. Leave empty to scrape all states. ## `location_name` (type: `string`): City/area name for location-based search (e.g. 'San Francisco, California'). ## `distance` (type: `integer`): Search radius in miles around the given location. ## `planning_services` (type: `array`): Filter by planning services offered. Leave empty for all. ## `min_assets` (type: `string`): Filter by minimum investible assets required by the professional. ## `expertises` (type: `array`): Filter by client groups the professional specializes in. ## `languages` (type: `array`): Filter by languages the professional speaks. ## `sort` (type: `string`): How to sort results. ## `email` (type: `string`): Enter your email to receive the full results as a clean CSV file + future updates when new data is available. ## Actor input object example ```json { "max_results": 100, "states": [], "location_name": "", "planning_services": [], "min_assets": "", "expertises": [], "languages": [], "sort": "random" } ``` # Actor output Schema ## `overview` (type: `string`): No description # API You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup. ## JavaScript example ```javascript import { ApifyClient } from 'apify-client'; // Initialize the ApifyClient with your Apify API token // Replace the '' with your token const client = new ApifyClient({ token: '', }); // Prepare Actor input const input = {}; // Run the Actor and wait for it to finish const run = await client.actor("giovannibiancia/cfp-scraper").call(input); // Fetch and print Actor results from the run's dataset (if any) console.log('Results from dataset'); console.log(`๐Ÿ’พ Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`); const { items } = await client.dataset(run.defaultDatasetId).listItems(); items.forEach((item) => { console.dir(item); }); // ๐Ÿ“š Want to learn more ๐Ÿ“–? Go to โ†’ https://docs.apify.com/api/client/js/docs ``` ## Python example ```python from apify_client import ApifyClient # Initialize the ApifyClient with your Apify API token # Replace '' with your token. client = ApifyClient("") # Prepare the Actor input run_input = {} # Run the Actor and wait for it to finish run = client.actor("giovannibiancia/cfp-scraper").call(run_input=run_input) # Fetch and print Actor results from the run's dataset (if there are any) print("๐Ÿ’พ Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"]) for item in client.dataset(run["defaultDatasetId"]).iterate_items(): print(item) # ๐Ÿ“š Want to learn more ๐Ÿ“–? Go to โ†’ https://docs.apify.com/api/client/python/docs/quick-start ``` ## CLI example ```bash echo '{}' | apify call giovannibiancia/cfp-scraper --silent --output-dataset ``` ## MCP server setup ```json { "mcpServers": { "apify": { "command": "npx", "args": [ "mcp-remote", "https://mcp.apify.com/?tools=giovannibiancia/cfp-scraper", "--header", "Authorization: Bearer " ] } } } ``` ## OpenAPI specification ```json { "openapi": "3.0.1", "info": { "title": "CFP Leads Scraper USA (Emails, Phones, Financial Planners)", "description": "Scrape 71,000+ CFPยฎ professionals across all 50 U.S. states. Extract phone, website, LinkedIn, min AUM, planning services, specializations, CRD, and FINRA/SEC links. Built for B2B lead generation, fintech prospecting, and financial services outreach", "version": "0.0", "x-build-id": "jBZ6MBg8WvjhroM7n" }, "servers": [ { "url": "https://api.apify.com/v2" } ], "paths": { "/acts/giovannibiancia~cfp-scraper/run-sync-get-dataset-items": { "post": { "operationId": "run-sync-get-dataset-items-giovannibiancia-cfp-scraper", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } }, "/acts/giovannibiancia~cfp-scraper/runs": { "post": { "operationId": "runs-sync-giovannibiancia-cfp-scraper", "x-openai-isConsequential": false, "summary": "Executes an Actor and returns information about the initiated run in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/runsResponseSchema" } } } } } } }, "/acts/giovannibiancia~cfp-scraper/run-sync": { "post": { "operationId": "run-sync-giovannibiancia-cfp-scraper", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } } }, "components": { "schemas": { "inputSchema": { "type": "object", "properties": { "max_results": { "title": "Maximum Results", "minimum": 0, "type": "integer", "description": "Maximum number of CFP professionals to scrape. 0 = unlimited.", "default": 100 }, "states": { "title": "States", "type": "array", "description": "Select one or more US states to scrape CFP professionals from. Leave empty to scrape all states.", "items": { "type": "string", "enum": [ "AL", "AK", "AZ", "AR", "CA", "CO", "CT", "DE", "FL", "GA", "HI", "ID", "IL", "IN", "IA", "KS", "KY", "LA", "ME", "MD", "MA", "MI", "MN", "MS", "MO", "MT", "NE", "NV", "NH", "NJ", "NM", "NY", "NC", "ND", "OH", "OK", "OR", "PA", "RI", "SC", "SD", "TN", "TX", "UT", "VT", "VA", "WA", "WV", "WI", "WY", "DC" ], "enumTitles": [ "Alabama", "Alaska", "Arizona", "Arkansas", "California", "Colorado", "Connecticut", "Delaware", "Florida", "Georgia", "Hawaii", "Idaho", "Illinois", "Indiana", "Iowa", "Kansas", "Kentucky", "Louisiana", "Maine", "Maryland", "Massachusetts", "Michigan", "Minnesota", "Mississippi", "Missouri", "Montana", "Nebraska", "Nevada", "New Hampshire", "New Jersey", "New Mexico", "New York", "North Carolina", "North Dakota", "Ohio", "Oklahoma", "Oregon", "Pennsylvania", "Rhode Island", "South Carolina", "South Dakota", "Tennessee", "Texas", "Utah", "Vermont", "Virginia", "Washington", "West Virginia", "Wisconsin", "Wyoming", "Washington DC" ] }, "default": [] }, "location_name": { "title": "Location Name", "type": "string", "description": "City/area name for location-based search (e.g. 'San Francisco, California').", "default": "" }, "distance": { "title": "Search Radius (miles)", "minimum": 1, "type": "integer", "description": "Search radius in miles around the given location." }, "planning_services": { "title": "Planning Services", "type": "array", "description": "Filter by planning services offered. Leave empty for all.", "items": { "type": "string", "enum": [ "Comprehensive Financial Planning", "Investment Planning", "Retirement Planning", "Estate Planning", "Insurance Planning", "Tax Planning", "Employee and Employer Plan Benefits", "Education Planning", "Retirement Income Management", "Socially Responsible Investing", "Business Succession Planning", "Budgeting", "Life Transitions", "Divorce Planning", "Inheritance", "Debt Management", "Social Security Planning", "Long-term Care", "Small Business Planning", "Elder Care", "Health Care" ] }, "default": [] }, "min_assets": { "title": "Minimum Investible Assets", "enum": [ "", "$0 - $100,000", "$100,000 - $250,000", "$250,000 - $500,000", "$500,000 - $1,000,000", "$1,000,000 - $5,000,000", "$5,000,000+" ], "type": "string", "description": "Filter by minimum investible assets required by the professional.", "default": "" }, "expertises": { "title": "Client Specializations", "type": "array", "description": "Filter by client groups the professional specializes in.", "items": { "type": "string", "enum": [ "Young Professionals", "Women", "Retirees", "Intergenerational Families", "LGBTQ+ Individuals/Couples", "Widows/Widowers", "Special Needs Individuals", "Government Employees and Military Servicepeople", "Veterans", "Faith-Based Investing" ] }, "default": [] }, "languages": { "title": "Languages Spoken", "type": "array", "description": "Filter by languages the professional speaks.", "items": { "type": "string", "enum": [ "English", "Spanish", "Mandarin", "Cantonese", "French", "Russian", "Hindi", "Italian", "Japanese", "Tagalog", "Korean", "Persian", "Vietnamese", "American Sign Language", "Armenian", "Hebrew", "Polish", "Portuguese", "Urdu" ] }, "default": [] }, "sort": { "title": "Sort Order", "enum": [ "random", "distance" ], "type": "string", "description": "How to sort results.", "default": "random" }, "email": { "title": "๐Ÿ“ฉ Get results via email", "type": "string", "description": "Enter your email to receive the full results as a clean CSV file + future updates when new data is available." } } }, "runsResponseSchema": { "type": "object", "properties": { "data": { "type": "object", "properties": { "id": { "type": "string" }, "actId": { "type": "string" }, "userId": { "type": "string" }, "startedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "finishedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "status": { "type": "string", "example": "READY" }, "meta": { "type": "object", "properties": { "origin": { "type": "string", "example": "API" }, "userAgent": { "type": "string" } } }, "stats": { "type": "object", "properties": { "inputBodyLen": { "type": "integer", "example": 2000 }, "rebootCount": { "type": "integer", "example": 0 }, "restartCount": { "type": "integer", "example": 0 }, "resurrectCount": { "type": "integer", "example": 0 }, "computeUnits": { "type": "integer", "example": 0 } } }, "options": { "type": "object", "properties": { "build": { "type": "string", "example": "latest" }, "timeoutSecs": { "type": "integer", "example": 300 }, "memoryMbytes": { "type": "integer", "example": 1024 }, "diskMbytes": { "type": "integer", "example": 2048 } } }, "buildId": { "type": "string" }, "defaultKeyValueStoreId": { "type": "string" }, "defaultDatasetId": { "type": "string" }, "defaultRequestQueueId": { "type": "string" }, "buildNumber": { "type": "string", "example": "1.0.0" }, "containerUrl": { "type": "string" }, "usage": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "integer", "example": 1 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } }, "usageTotalUsd": { "type": "number", "example": 0.00005 }, "usageUsd": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "number", "example": 0.00005 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } } } } } } } } } ```