Texas RIA Roster — SEC Advisers With $100M+ AUM

Ready-to-run RIA prospect list for custodians and advisor recruiters: 200 Texas SEC-registered advisers over $100M AUM, with CRD, city and employee count.

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RIA Registration Delta Monitor — SEC Adviser Leads & AUM
RIA Registration Delta Monitor — SEC Adviser Leads & AUMmalonestar/ria-registration-delta-monitor
Event type
CRD number
Firm name
SEC number
+8 fields
Text
Number
Boolean
List
Object

Input

Mode:roster
Main-office state:TX
Minimum AUM (USD):100000000
Max results:200
AUM change threshold (%):10

Output fields

Event type
CRD number
Firm name
SEC number
Main office state
Main office city
AUM (USD)
Previous AUM (USD)
AUM change %
Employees
Filing month
Source URL

How it works

Sign up on Apify01

Create your Apify account to access the RIA Registration Delta Monitor — SEC Adviser Leads & AUM.

Start the run02

The Actor will start running based on the input automatically.

Receive the output03

Monitor the progress in real-time. You will be notified as soon as your dataset is complete and ready for review.

Integrate into your workflow04

The final output is delivered in JSON, CSV, or Excel format, ready to be plugged into your workflow.

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Integrate Actor directly into your workflow

Choose from one of 100+ integration options we provide or integrate via API

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