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SEC IAPD Investment Adviser Scraper

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from $7.50 / 1,000 adviser/firm records

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SEC IAPD Investment Adviser Scraper

SEC IAPD Investment Adviser Scraper

Search the SEC IAPD database for Registered Investment Advisers (RIAs) and Investment Adviser Representatives (IARs). Returns firm/individual records with CRD numbers, scope, current employment, branches, address, and disclosures.

Pricing

from $7.50 / 1,000 adviser/firm records

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ParseForge

ParseForge

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📊 SEC IAPD Investment Adviser Scraper

🚀 📊 Search the SEC's Investment Adviser Public Disclosure database. Pull 700,000+ advisers and 30,000+ firms worth of data with 15 fields per record. No API key, no manual data entry.

🕒 Last updated: 2026-05-05 · 📊 15 fields per record · 🌍 United States · 💵 from $0.005 per item (FREE tier)

The SEC IAPD Investment Adviser Scraper Search the SEC IAPD (Investment Adviser Public Disclosure) database for Registered Investment Advisers (RIAs) and Investment Adviser Representatives (IARs). Returns firm and individual records with CRD numbers, scope (active/inactive), employment history, branch locations, disclosure flags, and the official IAPD profile URL.

🎯 Target Audience💡 Primary Use Cases
Sales teams, compliance officers, researchers, journalists, real-estate analysts, healthcare opsWealth-management M&A, Custodian and platform sales, Compliance & risk, Investigative journalism

📋 What the SEC IAPD Investment Adviser Scraper does

Highlights of every record returned:

  • 🏢 Firm search. Find RIAs by name, CRD, or SEC number; returns firm name, scope, branches count, and address.
  • 👤 Individual search. Find IARs by name or CRD; returns CRD, scope, current employments, industry start date.
  • 🎯 Scope filter. Filter to active-only or inactive-only registrations.
  • 🔗 IAPD URL. Direct link to the official SEC IAPD profile for every record.
  • 📍 Address details. City, state, country (and full address when available).

💡 Why it matters: verified, structured data delivered in seconds beats hand-curated spreadsheets that go stale within days. Run this Actor on a schedule and your downstream pipeline always has fresh records.


🎬 Full Demo

🚧 Coming soon: a 3-minute walkthrough showing how to go from sign-up to a downloaded SEC IAPD Investment Adviser Scraper dataset.


⚙️ Input

InputTypeDefaultBehavior
querystringrequiredSearch term (name or CRD number).
searchTypestring"firm"`firm` for RIAs or `individual` for IARs.
scopestring"all"`all`, `active`, or `inactive`.
maxItemsinteger10Records to return. Free: max 10. Paid: up to 1,000,000.

Example input:

{
"query": "BlackRock",
"searchType": "firm",
"scope": "active",
"maxItems": 50
}

📊 Output

Each record contains 15 fields. Download the dataset as CSV, Excel, JSON, or XML.

🧾 Top fields

  • type
  • crdNumber
  • name
  • secNumber
  • iaScope
  • bcScope
  • city
  • state
  • currentEmployments
  • branchesCount
  • iaFirmUrl

✨ Why choose this Actor

  • 🛠️ No infrastructure to maintain. The Apify cloud handles scheduling, retries, proxies, and storage.
  • 🌍 Verified source data. Records come from authoritative public sources, not third-party aggregators.
  • 🔁 Repeatable runs. Schedule monthly, weekly, or hourly to keep your pipeline always fresh.
  • 📊 Multiple export formats. CSV, Excel, JSON, XML out of the box.
  • 💵 Pay only for what you use. Pay-per-result-item pricing, free preview included.

💼 Business use cases

💼 Wealth-management M&A

Build target lists of RIAs by AUM bracket, geography, or branch count for buyer outreach.

🤝 Custodian and platform sales

Prospect Schwab, Fidelity, and similar platforms with fresh RIA contact data segmented by state and scope.

📋 Compliance & risk

Cross-reference your client roster against the SEC database for active registration and disclosure history.

🔍 Investigative journalism

Surface broker disclosures, scope changes, and migration patterns across the RIA universe.


📈 How it compares to alternatives

ApproachCostCoverageRefreshFiltersSetup
⭐ SEC IAPD Investment Adviser Scraper (this Actor)$5 free credit, then pay-per-useFull source coverageLive per runSource-native filters supported⚡ 2 min
Build your own scraperEngineering hoursFull once builtWhenever you maintain itCustom code🐢 Days to weeks
Paid managed APIs$$$ monthlyVendor-definedLiveVendor-defined⏳ Hours
Third-party data dumpsVariesSubset, often stalePeriodicNone🕒 Variable

Pick this Actor when you want broad coverage, server-side filtering, and no pipeline maintenance.


🚀 How to use

  1. Create a free account on Apify (includes $5 in free credit).
  2. Open the SEC IAPD Investment Adviser Scraper Actor page.
  3. Fill out the input form and click Start.
  4. Download your dataset in CSV, Excel, JSON, or XML.

🌟 Beyond business use cases

🎓 Research and academia

Finance researchers can map the structure of the U.S. advisory industry, branch networks, and employment churn.

🎨 Personal and creative

Bloggers and personal-finance creators can fact-check adviser credentials before recommending or interviewing them.

🤝 Non-profit and civic

Consumer-advocacy groups can monitor RIAs for repeated disclosures or unusual branch patterns.

🧪 Experimentation

Data scientists can train classifiers on adviser names + scopes for entity-resolution tasks across financial datasets.


🤖 Ask an AI assistant about this scraper

Open a ready-to-send prompt about this ParseForge actor in the AI of your choice:


❓ Frequently Asked Questions

Is the data from the official SEC source?

Yes. The actor queries the live IAPD search backend (api.adviserinfo.sec.gov), the same endpoint that powers the public IAPD website.

Can I search by both firm and individual at once?

No. Each run targets one search type. Run two separate jobs (firm + individual) and union the results to cover both.

Does the actor return the full ADV brochure?

No. The actor returns the search-result summary (CRD, scope, employments, address). Full ADV brochure download requires a different SEC endpoint and is not part of this Actor.

How fresh is the data?

Records are pulled in real time on every run. Updates appear within 24 hours of the SEC's nightly database refresh.

What about FINRA BrokerCheck (broker-dealers)?

BrokerCheck and IAPD are separate registries. This actor covers IAPD (RIAs/IARs) only. For broker-dealer searches, use the FINRA BrokerCheck actor.


🔌 Integrate with any app

Connect this Actor to your stack via the Apify integrations catalog:

  • 📊 Make / Zapier / n8n - trigger scrapes from any business workflow.
  • 💬 Slack / Discord - get a notification when a run finishes.
  • 📁 Google Drive / Google Sheets - push the dataset directly into a spreadsheet.
  • 📨 Gmail / Mailchimp / HubSpot - automate outreach with the scraped leads.
  • 🔌 Apify CLI / SDK - programmatic control from Python, Node.js, or any HTTP client.
  • Webhooks - POST run results to any endpoint when complete.


Disclaimer: This Actor scrapes only publicly accessible data. We do not collect personal information beyond what is voluntarily published by the source. Do not use the data for unauthorized contact, spam, or any purpose violating applicable laws or the source site's Terms of Service. Respect GDPR, CCPA, and applicable consumer-protection laws. ParseForge is not affiliated with any source site.


🆘 Need Help? Open our contact form to request a new scraper, propose a custom data project, or report an issue.