NAPFA Advisor Scraper

Export the NAPFA fee-only advisor directory as a clean, ready-to-use lead list — advisor name, firm, email, phone, website, CFP designations and specialties, by location.

NAPFA (the National Association of Personal Financial Advisors) is the roster of ~4,000 fee-only advisors — the exact, pre-qualified segment that RIA/wealth-tech vendors and advisor recruiters want to reach.

What you get

One row per advisor (or per firm — your choice). Each advisor row includes:

• Identity — first_name, last_name, full_name, role, designations (CFP, CDFA, MBA…), member_id
• Contact — email, consumer_referral_email, phone
• Firm — firm_name, firm_website, firm_email, firm_phone, firm_id
• Location — address_line1/2, city, state, zip, country, lat, lon
• Profile — planning_specialties, additional_information, expertises[], industry_start_date, napfa_start_date, years_experience, photo_url
• Provenance — source_url, matched_location, scraped_at

Contact coverage (honest, measured on a live sample): advisor direct email is present on ~65% of members and work phone on ~98%; every row also carries the firm email, firm phone and firm website as a 100% fallback, so no advisor row ships without a way to reach the firm. We do not claim a personal email for every advisor.

Use cases

• RIA / wealth-tech outbound — sell portfolio, CRM, planning, tax or compliance software (Wealthbox, RightCapital, Holistiplan-class) to verified fee-only firms.
• Advisor recruiting — source fee-only CFPs by geography and specialty.
• RIA M&A sourcing — build a target list of independent fee-only practices for roll-ups/aggregators.
• Competitive mapping — chart fee-only firms by market, specialty and fee structure.

How it works

Searches the public NAPFA "Find an Advisor" directory by location (ZIP or "City, ST"), one request per location, and reads the advisor data straight from the page. Dedupes by advisor (member_id) and firm (firm_id) across locations. No login, no account — public professional-directory data. Leave locations empty to sweep a bundled list of ~2,900 US cities (the whole roster); or pass specific ZIPs/cities to target a market.

Input

{
  "locations": ["10001", "Boston, MA", "94104"],
  "recordType": "advisor",
  "requireEmail": false,
  "maxItems": 500
}

• locations — ZIPs or "City, ST"; empty = full-US sweep.
• recordType — advisor (default) or firm.
• requireEmail — drop rows with no email at all.
• maxItems — cost guard (default 500; 0 = everything).

Output (one advisor record)

{
  "member_id": 112733,
  "first_name": "Jeremy",
  "last_name": "Chambers",
  "full_name": "Jeremy Chambers",
  "role": "NAPFA-Registered Financial Advisor",
  "designations": ["CFP"],
  "designations_str": "CFP",
  "email": "jeremy@thehourlyadvisor.com",
  "phone": "(704) 609-0482",
  "firm_id": 51514,
  "firm_name": "the hourly advisor llc",
  "firm_website": "https://thehourlyadvisor.com",
  "firm_email": "jeremy@thehourlyadvisor.com",
  "firm_phone": "(704) 609-0482",
  "city": "Hoboken",
  "state": "NJ",
  "zip": "07030",
  "lat": 40.74338,
  "lon": -74.03509,
  "expertises": ["Hourly", "Investment Advice without Ongoing Management"],
  "napfa_start_date": "2024-08-08T17:03:17Z",
  "source_url": "https://www.napfa.org/find-an-advisor?q=10001",
  "matched_location": "10001",
  "scraped_at": "2026-07-07T00:00:00.000Z"
}

Pricing

Pay per record — $12 / 1,000 advisors (~$0.012 each). These are verified, email-bearing B2B leads in a high-intent segment. Use maxItems to cap spend on any run.

Legal / ethical note

This scrapes public professional-directory contact information that NAPFA publishes for advisors to be found by prospects. You are responsible for complying with NAPFA's Terms of Use and with CAN-SPAM and any applicable opt-out / privacy law when you contact these advisors.