Monitor AUM changes at large California RIAs

Created by

NexGen Watch

Actor

SEC Form ADV Investment Adviser Scraper

Tracks California RIAs with at least $1 billion in regulatory AUM. The first run seeds a baseline and emits zero deltas.

Try for free

SEC Form ADV Investment Adviser Scrapernexgenwatch/form-adv-watch

Record type

Delta type

Firm name

Crd number

+5 fields

Input

Watch mode:true

Adviser classes:RIA

States:CA

Minimum regulatory AUM (USD):1000000000

Baseline key:ria-ca-billion-aum

Change types:profile_changed+2

Material fields:regulatory_aum

Max items:5000

Output fields

Record type

Delta type

Firm name

Crd number

Adviser class before

Adviser class after

Changed fields

Source edition

Adviser url

How it works

Sign up on Apify or log in

The SEC Form ADV Investment Adviser Scraper Actor is ready to run with the inputs already set for "Monitor AUM changes at large California RIAs". Sign up or log in and you'll land in Apify Console with a copy of this exact task.

Start the "Monitor AUM changes at large California RIAs" task

The SEC Form ADV Investment Adviser Scraper Actor will start running based on the input automatically. You can also change all the input fields, like watch mode, adviser classes, and more, to match your specific use case.

Receive the "Monitor AUM changes at large California RIAs" 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 record type, delta type, 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 "Monitor AUM changes at large California RIAs" task via API.