Active Investment Advisers at a Firm
List only currently-active RIAs at a firm from SEC IAPD: fullName, role, currentFirmName, licenses, registeredStatesCount, leadScore. No login.
BrokerCheck Scraper - Financial Advisors, Brokers & Firmsscrapesage/brokercheck-scraper
Type
CRD #
Name
Role
+10 fieldsTextNumberBooleanListObject
Input
What to scrape(required):individuals
Firm CRD numbers — pull the full adviser/broker roster:250
Role filter (individuals):advisers
Active registrations only:true
Output fields
Type
CRD #
Name
Role
Current firm
City
State
Yrs exp.
Licenses
# States
Disclosures?
# Disclosures
Lead score
Report
Sign up on Apify01
Create your Apify account to access the BrokerCheck Scraper - Financial Advisors, Brokers & Firms.
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.
