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from $2.00 / 1,000 ria firm records

SEC Form ADV RIA Leads - AUM & Investment Adviser API

Search the official monthly SEC registered-investment-adviser Form ADV roster. Filter RIA firms by name, CRD, state, regulatory AUM, employees, accounts, services, private funds, custody, and disclosures. Returns source-linked compliance and wealth-tech lead evidence.

Pricing

from $2.00 / 1,000 ria firm records

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Ava Torres

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2 days ago

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Lead generation

You can access the SEC Form ADV RIA Leads - AUM & Investment Adviser API programmatically from your own applications by using the Apify API. You can also choose the language preference from below. To use the Apify API, you’ll need an Apify account and your API token, found in Integrations settings in Apify Console.

Python

JavaScript

CLI

OpenAPI

HTTP

MCP

1from apify_client import ApifyClient
2
3# Initialize the ApifyClient with your Apify API token
4# Replace '<YOUR_API_TOKEN>' with your token.
5client = ApifyClient("<YOUR_API_TOKEN>")
6
7# Prepare the Actor input
8run_input = {
9    "query": "BlackRock",
10    "statuses": ["Approved"],
11    "maxResults": 25,
12}
13
14# Run the Actor and wait for it to finish
15run = client.actor("pink_comic/sec-form-adv-ria-leads").call(run_input=run_input)
16
17# Fetch and print Actor results from the run's dataset (if there are any)
18print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"])
19for item in client.dataset(run["defaultDatasetId"]).iterate_items():
20    print(item)
21
22# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

SEC Form ADV RIA Scraper - AUM & Adviser Leads API API in Python

The Apify API client for Python is the official library that allows you to use SEC Form ADV RIA Leads - AUM & Investment Adviser API API in Python, providing convenience functions and automatic retries on errors.

Install the apify-client

$pip install apify-client

Other API clients include:

SEC Form ADV RIA Leads - AUM & Investment Adviser API API in JavaScript

SEC Form ADV RIA Leads - AUM & Investment Adviser API API through CLI

SEC Form ADV RIA Leads - AUM & Investment Adviser API OpenAPI definition

SEC Form ADV RIA Leads - AUM & Investment Adviser API API

SEC Form ADV Scraper - RIA Firm & Investment Advisor Data

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Scrape the official SEC IAPD registry: investment-adviser (RIA) firms & individual advisers with CRD/SEC numbers, full address, registration status, disciplinary disclosures, Form ADV brochures & lead score. Filter by state; monitor mode.

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Resolve a messy investor name to a CRD-anchored, SEC-validated adviser-firm profile: legal name, aliases, CRD, registration status, and address from the filing, plus cited extras. Ambiguous names get ranked candidates; unfiled entities get an honest no-match. US-filed RIA/ERA only.

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RIA Change Radar: Form ADV Alerts & GTM Triggers

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Watch the RIA firms you name (by CRD or name+state) or a state/AUM filter and get typed changes from the filed SEC Form ADV on your schedule: crossed AUM band, advisers added/removed, custody, new registrant, scope, disclosure. Per-firm memory dedupes so you never see a change twice.

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SEC Form ADV Tracker — Investment Adviser (RIA) Data

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Track Form ADV investment-adviser (RIA) records from SEC EDGAR — parsed, source-linked JSON for analysts, funds and AI agents.

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automation-lab/sec-form-adv-filing-monitor

Monitor SEC IAPD/Form ADV adviser records with CRD identifiers, disclosure flags, filing dates, report URLs, and source timestamps.

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SEC RIA New Registrations Scraper

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Scrapes newly registered Registered Investment Advisers (RIAs) from SEC bulk data. Filters by registration date, employee count, US only, and website presence.

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FINRA BrokerCheck Scraper - Broker & Advisor Data

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Download the entire FINRA BrokerCheck database (650K+ brokers & advisors) or search by name, CRD, or state. Full-registry bulk export, delta refresh (pay only for changed records), employment history, licenses, exams, and disclosures. FINRA offers no bulk export — this actor is the workaround.

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Wealth Management Scraper (Saad Belcaid)Market (Saad Belcaid)

belcaidsaad/wealth-management-scraper-saad-belcaid-market-saad-belcaid

Scrape IAPD for the supply side (wealth management firms, advisors etc)

Saad Belcaid

SEC IAPD Investment Adviser Disclosure Scraper

crawlerbros/sec-iapd-investment-adviser-scraper

Search the SEC's Investment Adviser Public Disclosure (IAPD) database by firm/individual name, browse by U.S. state, or look up by CRD number. Get registration status, addresses, Form ADV data, brochures, and disciplinary disclosures. No login required.