Go to example tasks
Monitor AUM changes at large California RIAs
Tracks California RIAs with at least $1 billion in regulatory AUM. The first run seeds a baseline and emits zero deltas.
๐๏ธ SEC Form ADV Adviser Watch โ RIA Change Feednexgenwatch/form-adv-watch
Record type
Delta type
Firm name
Crd number
+5 fieldsTextNumberBooleanListObject
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
Sign up on Apify01
Create your Apify account to access the ๐๏ธ SEC Form ADV Adviser Watch โ RIA Change Feed.
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.
