RIA Firms Directory by State
Build a directory of RIA firms in one state: firmName, firmType, firmSize, city, state, phone, isInvestmentAdviser, leadScore. Export to CSV.
BrokerCheck Scraper - Financial Advisors, Brokers & Firmsscrapesage/brokercheck-scraper
Type
CRD #
Firm
Type
+10 fieldsTextNumberBooleanListObject
Input
What to scrape(required):firms
Search terms (names or firm names):Wealth Management
Data source:sec_iapd
State filter:CA
Output fields
Type
CRD #
Firm
Type
Size
City
State
Phone
Broker-dealer
Adviser (RIA)
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.
