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โ‡ฑ NAPFA Financial Advisors Scraper US ยท Apify


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NAPFA Financial Advisors Scraper US

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from $40.00 / 1,000 napfa financial advisors

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NAPFA Financial Advisors Scraper US

Extract 4,000+ fee-only fiduciary financial advisors from the official NAPFA directory. Get name, firm, address, phone, website, specialties, credentials, and compensation model. Filter by state, city, and expertise. Built for B2B lead generation and fintech prospecting.

Pricing

from $40.00 / 1,000 napfa financial advisors

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(0)

Developer

๐Ÿ‘ Giovanni Bianciardi

Giovanni Bianciardi

Maintained by Community

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1

Monthly active users

3 days ago

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NAPFA Fee-Only Financial Advisors Scraper

Extract structured data on 4,000+ fee-only fiduciary financial advisors from the official NAPFA (National Association of Personal Financial Advisors) public directory โ€” the gold standard for locating vetted, commission-free financial planners in the United States.


Before you run this scraper

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Some datasets like this one are already available ready-to-use on bananalitycs.com โ€” download instantly or request custom delivery.

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What is NAPFA?

NAPFA is the leading professional association for fee-only financial advisors in the US. Every advisor listed is a fiduciary โ€” legally required to act in the client's best interest โ€” and fee-only โ€” compensated exclusively by clients, with zero commissions or product incentives.

This makes the NAPFA directory one of the highest-quality sources of verified financial professional data available publicly.


Who uses this actor?

  • Fintech & wealthtech SaaS โ€” prospect into RIA firms and fee-only advisory practices for software sales
  • B2B sales teams โ€” build targeted outreach lists of high-trust financial professionals
  • Recruiting agencies โ€” identify CFPยฎ holders with fiduciary credentials by region
  • Market researchers โ€” analyze the fee-only advisor landscape by state, specialty, or firm size
  • Compliance tools โ€” verify advisor credentials and compensation model
  • Insurance & investment platforms โ€” build referral networks with fiduciary advisors

Input

ParameterTypeDescription
search_querystringCity or location to search (e.g. new york, chicago)
client_markets_servedarrayFilter by client markets (e.g. Entrepreneurs, High Net Worth, Millennials)
fee_structurearrayFilter by fee type (AUM, Hourly, Fixed Fee)
technical_areasarrayFilter by areas of focus (Tax Planning, Estate Planning, etc.)
max_resultsintegerMaximum number of advisors to scrape (0 = unlimited, default: 100)
include_detailbooleanVisit each advisor's profile page for full details (default: true)
delay_secondsnumberPause between requests in seconds (default: 1.0)
proxy_configurationobjectProxy settings (default: Apify Proxy)

Example input

{
"search_query":"new york",
"client_markets_served":["High Net Worth Client Needs","Corporate Executives"],
"fee_structure":["AUM"],
"technical_areas":["Tax Planning","Retirement Planning & Distribution Rules"],
"max_results":50
}

Output

Each result is a single advisor with the firm information embedded. One advisor = one record.

FieldTypeDescription
namestringAdvisor full name
credentialsstringProfessional designations (CFPยฎ, CPA, EA, CFA, etc.)
member_idintegerNAPFA member ID
profile_urlstringDirect link to the advisor's NAPFA profile
photostringURL of the advisor's profile photo
rolestringNAPFA role (e.g. "NAPFA-Registered Financial Advisor")
focus_areasarrayClient markets and technical areas of focus
additional_infostringAdvisor bio / additional description
napfa_start_datestringDate the advisor joined NAPFA
citystringOffice city
statestringUS state abbreviation
zipCodestringZIP code
phonestringOffice phone number
addressstringStreet address
other_officesarrayAdditional office locations
firm_namestringAdvisory firm name
firm_idintegerNAPFA firm ID
firm_urlstringFirm's NAPFA directory page
firm_websitestringFirm's external website URL
firm_logostringURL of the firm's logo
firm_descriptionstringFirm description

Example output

{
"name":"Michael Schupak",
"credentials":"CFPยฎ, EA",
"member_id":32879,
"address_id":22266,
"profile_url":"https://www.napfa.org/member/32879/22266",
"photo":"https://members.napfa.org/Portals/0/assets/images/contact/2be6974f-4f35-44a6-8249-42fd9c046e16.jpg",
"role":"NAPFA-Registered Financial Advisor",
"focus_areas":[
"Alternative or Private Investments",
"AUM",
"Corporate Executives",
"High Net Worth Client Needs",
"Investment Advice with Ongoing Management",
"Millennials"
],
"additional_info":"I'm Mike Schupak, Principal at Astra Wealth Partners. I have worked in personal and corporate finance for almost 20 years...",
"napfa_start_date":"October 24, 2016",
"city":"Jersey City",
"state":"NJ",
"zipCode":"07302",
"phone":"(800) 805-8740",
"address":"101 Hudson Street, Ste 2100",
"other_offices":[
{
"city":"New York",
"state":"NY",
"zipCode":"10016",
"phone":"(800) 805-8740",
"address":"99 Madison Ave 5th Floor"
}
],
"firm_name":"Astra Wealth Partners, LLC",
"firm_id":39028,
"firm_url":"https://www.napfa.org/firm/39028/22266",
"firm_website":"https://www.napfa.org/api/public/redirect/firm/39028",
"firm_logo":"https://members.napfa.org/Portals/0/assets/images/contact/f2631e8d-ea4b-4b61-9d6c-9403c622609f.png",
"firm_description":null
}

Need the full dataset right now?

Skip the scraping. Download the pre-built NAPFA dataset โ€” cleaned, structured, and ready to import into your CRM or outbound tool.

Download NAPFA Fee-Only Advisors Dataset

Also available:

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