Go to example tasks

RIA Firms Directory by State

Build a directory of active RIA firms in one state: firmName, firmType, city, state, phone, website, aumTotal, leadScore. Export to CSV.

Try for free
BrokerCheck Scraper - Financial Advisors, Brokers & Firms
BrokerCheck Scraper - Financial Advisors, Brokers & Firmsscrapesage/brokercheck-scraper
Type
CRD #
Firm
Role
+12 fields
Text
Number
Boolean
List
Object

Input

What to scrape(required):firms
Search terms (names or firm names):Wealth Management
Registries to read:sec_iapd
State filter:CA
Active registrations only:true
Role filter:advisers

Output fields

Type
CRD #
Firm
Role
Organization
City
State
Phone
Website
AUM (USD)
Employees
Socials
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 "RIA Firms Directory by State". Sign up or log in and you'll land in Apify Console with a copy of this exact task.

Start the "RIA Firms Directory by State" 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, search terms (names or firm names), and more, to match your specific use case.

Receive the "RIA Firms Directory by State" 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 #, firm, 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 "RIA Firms Directory by State" task via API.

Image

Integrate "RIA Firms Directory by State" into your workflow

Connect "RIA Firms Directory by State" with 100+ integrations, or run it via API or MCP.

Webhook

Webhook

n8n

n8n

Make

Make

Zapier

Zapier

Airbyte

Airbyte

Keboola

Keboola

IFTTT

IFTTT

Hubspot

Hubspot

GDrive

GDrive

Gmail

Gmail

Apify MCP

Apify MCP

GitHub

GitHub

Slack

Slack

LangChain

LangChain

LlamaIndex

LlamaIndex

Flowise

Flowise

Pinecone

Pinecone

OpenAI

OpenAI

Mastra

Mastra

Clay

Clay