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

Created by

Kyle Maloney

Actor

RIA Registration Delta Monitor — SEC Adviser Leads & 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 & AUMmalonestar/ria-registration-delta-monitor

Event type

CRD number

Firm name

SEC number

+8 fields

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

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The RIA Registration Delta Monitor — SEC Adviser Leads & AUM Actor is ready to run with the inputs already set for "Texas RIA Roster — SEC Advisers With $100M+ AUM". Sign up or log in and you'll land in Apify Console with a copy of this exact task.

Start the "Texas RIA Roster — SEC Advisers With $100M+ AUM" task

The RIA Registration Delta Monitor — SEC Adviser Leads & AUM Actor will start running based on the input automatically. You can also change all the input fields, like mode, main-office state, and more, to match your specific use case.

Receive the "Texas RIA Roster — SEC Advisers With $100M+ AUM" output

Monitor the progress in real time. You will be notified as soon as your dataset is complete and ready for review. Each result includes data such as event type, CRD number, firm name, and more.

Integrate into your workflow

The final output is delivered in JSON, CSV, or Excel format, ready to be plugged into your workflow. You can also run the "Texas RIA Roster — SEC Advisers With $100M+ AUM" task via API.