SEC Investment Adviser Scraper | IAPD Firm Profiles avatar

SEC Investment Adviser Scraper | IAPD Firm Profiles

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from $19.00 / 1,000 results

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SEC Investment Adviser Scraper | IAPD Firm Profiles

SEC Investment Adviser Scraper | IAPD Firm Profiles

Retrieve SEC and state-registered investment adviser firm data from the IAPD database: CRD numbers, assets under management, employees, disclosures, and addresses. Useful for compliance, wealth management lead generation, and competitor benchmarking across US advisory firms.

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from $19.00 / 1,000 results

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ParseForge

ParseForge

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8 days ago

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๐Ÿ›๏ธ SEC Investment Adviser (IAPD) Scraper

๐Ÿš€ Export SEC registered investment adviser records in seconds. Pull individuals and firms from the official Investment Adviser Public Disclosure database with CRD IDs, SEC numbers, disclosure flags, and current employment. Download as CSV, Excel, JSON, or XML.

The SEC IAPD Scraper queries the official SEC api.adviserinfo.sec.gov search service used by the public Investment Adviser Public Disclosure portal. Every record includes the registrant's CRD/Source ID, SEC numbers (full and short), registration scope (Active vs Inactive), disclosure flag, and current employment details where applicable. No login, no CAPTCHA, no manual exports required.

The dataset covers every individual investment adviser representative and every adviser firm tracked by the SEC under IAPD, including legacy registrations and previously-registered persons.

Coverage: 10,000+ individuals and thousands of firms returned per query, fully searchable by name or keyword.

Target Audience / Use Cases

๐ŸŽฏ Target Audience๐Ÿ’ก Primary Use Cases
Compliance teamsVerify adviser registrations and check disclosure flags
Financial recruitersBuild prospect lists of advisers with experience filters
Wealth management firmsDue diligence on advisers and competing firms
Journalists & researchersInvestigate adviser firms and their regulatory history
Regtech and KYC vendorsAugment customer onboarding with adviser registration data
Academic researchersStudy industry composition and regulatory disclosures

๐Ÿ“‹ What the SEC IAPD Scraper does

  • Searches the SEC IAPD database by name, firm, or any keyword
  • Returns both individual advisers and firm records
  • Includes CRD/Source ID, SEC number, full SEC number (801-xxxxx)
  • Surfaces disclosure flags and active/inactive scope
  • Captures current employment details for individuals (firm, branch city/state/ZIP)
  • Captures office address for firms
  • Applies maxItems cap so free users get a 10-record preview without wasting quota
  • Exports in any Apify-supported format: JSON, CSV, Excel, XML

๐Ÿ’ก Why it matters: Manually browsing IAPD is one record at a time. This actor turns IAPD into an automated, scheduled pipeline.

๐Ÿ“Š Data fields

Each record includes: city, currentEmploymentFirm, firstName, fullSecNumber, hasDisclosures, id, lastName, results, scope, scrapedAt, secNumber, sourceUrl, state, title, type. These field names come straight from the actor's dataset schema, so what you see here is what lands in your dataset.

โš ๏ธ Good to Know: The SEC IAPD search is keyword-based and returns the most-relevant matches first. Some legacy individuals have no current employment and currentEmploymentFirm will be null.

๐Ÿš€ How to use

  1. Create a free account w/ $5 credit
  2. Open this actor on Apify Console
  3. Enter a query and pick Individual or Firm
  4. Run, then download CSV / Excel / JSON / XML
  5. Schedule the run or wire it into Make / Zapier / Slack
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๐Ÿ’ก Pro Tip: browse the complete ParseForge collection.

โš ๏ธ Disclaimer: independent tool, not affiliated with the U.S. Securities and Exchange Commission. Only publicly available data from adviserinfo.sec.gov is collected.

๐Ÿ†˜ Need Help?

If you hit a bug, have questions about setup, or need a scraper we haven't built yet, open our contact form or write to parseforge@protonmail.com. We also take on paid custom data projects.

For faster answers, join our Discord. It's the best place to get support and suggest new actors.