What it does
This actor pulls SEC-registered Registered Investment Advisers (RIAs) from the SEC Form ADV bulk XML and returns them as structured records. It is a low-cost alternative to Discovery Data or Meridian-IQ for anyone who needs an up-to-date, queryable list of investment advisers and their firmographics.
Who it's for
Fintech and wealthtech teams, B2B sales and prospecting teams selling into RIAs, compliance and research analysts, and data vendors building adviser datasets.
Sample fields / output
- firm name, CRD and SEC number
- regulatory AUM
- state and number of employees
- fiduciary advisor count
- custody status
- ADV Part 2 brochure URL
Example use cases
- Build a targeted prospecting list of RIAs filtered by AUM, state or headcount.
- Monitor new adviser registrations and AUM changes over time.
- Enrich a CRM with authoritative adviser firmographics from the source filing.
▶ Run the 💼 SEC Form ADV Investment Adviser Registration Tracker actor on Apify →
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FAQ
Is this an alternative to Discovery Data / Meridian-IQ?
Yes — it pulls the same underlying Form ADV data directly from the SEC at a fraction of the cost.
How fresh is the data?
It reads the SEC Form ADV bulk XML, so it reflects the latest published filing data.
Does it include the brochure?
Each record links to the ADV Part 2 brochure URL where available.
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