NAPFA Fee-Only Financial Advisor Directory Scraper

Scrapes advisor and firm profiles from the NAPFA (National Association of Personal Financial Advisors) public directory. Returns name, contact info, credentials, compensation model, specialties, and years of experience for fee-only certified financial planners across the United States — roughly 4,000 NAPFA-registered advisors in total.

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NAPFA Advisor Scraper Features

• Extracts advisor and firm data from the NAPFA public directory — no login, no API key, no cost per record beyond standard pricing
• Returns 20+ fields per advisor including compensation model (fee-only, AUM, hourly), specialties, and NAPFA membership year
• Covers all 50 US states by searching ~70 major cities by default — the full NAPFA advisor population in a single run
• Deduplicates across overlapping city queries by memberId so each advisor appears exactly once
• Supports custom city lists if you only need specific regions
• No proxies needed. NAPFA's search returns clean JSON embedded in the page response

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Who Uses NAPFA Advisor Data?

• Fintech and wealth-tech startups — build advisor search tools, CRM imports, or network analysis on the fee-only segment
• Custodian and RIA platform sales teams — identify and target independent fee-only advisors for platform outreach
• Practice management software vendors — enrich prospect lists with NAPFA credentials and specialties
• Compliance and regulatory researchers — cross-reference NAPFA membership against FINRA BrokerCheck or SEC Form ADV data
• Marketing agencies serving RIAs — segment advisors by specialty (ESG, divorce, small-business) for targeted campaigns
• Financial data aggregators — complement FINRA and SEC Form ADV datasets with the fee-only certified-planner segment

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How NAPFA Advisor Scraper Works

1. Build search URLs for a list of US cities — either the default set of ~70 cities covering all 50 states, or a custom list you provide
2. For each city, fetch the NAPFA search page and extract the window.faaResults JSON embedded in the HTML response — no XHR, no browser required
3. Iterate through firms and members in the results, merge firm-level address and website data into each advisor record, and deduplicate by memberId
4. Save one flat record per advisor and stop when maxItems is reached

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Input

{
  "maxItems": 100,
  "cities": ["New York", "Chicago", "Denver", "Seattle"]
}

Field	Type	Default	Description
maxItems	integer	10	Maximum number of advisor records to return
cities	array of strings	~70 US cities	City names or zip codes to search. Defaults to a curated set covering all 50 states

Leave cities empty to scrape the full NAPFA directory with the default city list. Supply a custom list when you only need specific regions.

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NAPFA Advisor Scraper Output Fields

{
  "advisor_name": "Arthur Flores",
  "first_name": "Arthur",
  "last_name": "Flores",
  "credentials": "CFP®",
  "firm_name": "Flores Wealth Planning, LLC",
  "city": "New York",
  "state": "NY",
  "zip": "10005",
  "address": "48 Wall Street, Suite 1100",
  "phone": "(917) 740-3898",
  "email": "aflores@floresplanning.com",
  "website": "https://floresfinancialplanning.com",
  "compensation_model": "Hourly",
  "specialties": "High Net Worth Client Needs; Retirement Planning & Distribution Rules; Tax Planning",
  "years_experience": 30,
  "napfa_member_since": 2012,
  "member_id": 27996,
  "firm_id": 38287,
  "source": "NAPFA",
  "profile_url": "https://www.napfa.org/find-an-advisor?q=New+York",
  "scraped_at": "2026-05-06T10:46:26.322Z"
}

Field	Type	Description
advisor_name	string	Full name (First Last)
first_name	string	Advisor first name
last_name	string	Advisor last name
credentials	string	Comma-separated designations (e.g. CFP®)
firm_name	string	Advisory firm name
city	string	City where the firm is located
state	string	State abbreviation
zip	string	Postal code
address	string	Street address
phone	string	Work phone number
email	string	Advisor contact email
website	string	Firm website URL
compensation_model	string	Fee structure (e.g. Fee-Only, AUM, Hourly, Fixed Fee)
specialties	string	Semicolon-separated planning specialties and client markets served
years_experience	integer	Years of industry experience (calculated from NAPFA's industryStartDate)
napfa_member_since	integer	Year the advisor joined NAPFA
member_id	integer	NAPFA member ID — stable cross-reference key
firm_id	integer	NAPFA firm ID
source	string	Always "NAPFA"
profile_url	string	Search URL that returned this record
scraped_at	string	ISO 8601 timestamp

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🔍 FAQ

How do I scrape NAPFA financial advisor data?

NAPFA Advisor Scraper handles it. Configure maxItems and optionally supply a cities list, then run it. The scraper fetches search result pages, parses the embedded JSON, and returns one record per advisor. No proxies, no browser.

How much does NAPFA Advisor Scraper cost to run?

NAPFA Advisor Scraper charges $0.10 per start plus $0.001 per advisor record. A full directory run returning 4,000 advisors costs roughly $4.10. A small regional pull of 200 advisors costs about $0.30.

Does NAPFA Advisor Scraper need proxies?

It does not. NAPFA's find-an-advisor page serves clean HTML without rate limiting or anti-bot measures at normal concurrency levels.

What data does NAPFA contain that I can't get from FINRA BrokerCheck or SEC Form ADV?

NAPFA membership is a distinct credential — it specifically identifies advisors who have committed to the fee-only compensation model and meet NAPFA's fiduciary standard. BrokerCheck and Form ADV cover regulatory registrations broadly. NAPFA data adds the compensation model filter and specialty breakdown that regulatory filings don't surface cleanly.

Can I filter by specialty or compensation model?

The scraper returns all advisors from the city searches you specify, then you filter the output dataset by compensation_model or specialties fields using Apify's dataset filter tools or your own pipeline.

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Need More Features?

Need custom field extraction, state-level filtering, or integration with FINRA BrokerCheck or SEC Form ADV data? File an issue or get in touch.

Why Use NAPFA Advisor Scraper?

• Affordable — $0.001 per record. The full ~4,000-advisor NAPFA directory costs under $5
• Fee-only segment — NAPFA membership specifically identifies advisors who have committed to the fee-only model, which is exactly what Altruist, Savvy Wealth, and similar fintech platforms care about — not the broader broker-dealer population
• Clean output — returns structured JSON with consistent field names, so you spend less time normalizing and more time using it