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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.

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BrokerCheck Scraper - Financial Advisors, Brokers & Firms
BrokerCheck Scraper - Financial Advisors, Brokers & Firmsscrapesage/brokercheck-scraper
Type
CRD #
Name
Role
+10 fields
Text
Number
Boolean
List
Object

Input

What to scrape(required):individuals
Firm CRD numbers - pull the full adviser/broker roster:250
Role filter:advisers
Active registrations only:true

Output fields

Type
CRD #
Name
Role
Current firm
Branch city
Branch state
Yrs exp.
Licenses
# States
Disclosures?
# Disclosures
Lead score
Report

How it works

Sign up on Apify or log in

The BrokerCheck Scraper - Financial Advisors, Brokers & Firms Actor is ready to run with the inputs already set for "Active Investment Advisers at a Firm". Sign up or log in and you'll land in Apify Console with a copy of this exact task.

Start the "Active Investment Advisers at a Firm" task

The BrokerCheck Scraper - Financial Advisors, Brokers & Firms Actor will start running based on the input automatically. You can also change all the input fields, like what to scrape, firm crd numbers - pull the full adviser/broker roster, and more, to match your specific use case.

Receive the "Active Investment Advisers at a Firm" output

Monitor the progress in real time. You will be notified as soon as your dataset is complete and ready for review. Each result includes data such as type, CRD #, name, and more.

Integrate into your workflow

The final output is delivered in JSON, CSV, or Excel format, ready to be plugged into your workflow. You can also run the "Active Investment Advisers at a Firm" task via API.

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