Every SEC-registered investment advisor in the United States sits in a public registry, but the raw bulk files are a data-engineering chore. The SEC Investment Advisors Search turns that registry into a query API: 250,000+ investment professionals and 15,000+ RIA firms, filterable by name, city, state, or CRD number, returned as structured JSON.

Each contact links to its firm and carries a name, an email with a verification status, a phone number, a professional profile URL, the firm name with its CRD, and an office address. Records include timestamps and identifiers, so you can run it on a schedule and pull only what changed. You pay per contact returned, and contacts_limit caps the spend before a run starts.

Who it is for: business development and sales teams selling into financial services, market researchers mapping how advisory firms distribute across geographies, and CRM operators enriching stale contact records with verified emails and firm associations.

Example tasks and use cases

• Build an RIA contact list for New York City - the metro-area pattern: city plus state filters, firms and contacts together.

• Build financial advisor lead lists from SEC data - the general business development recipe, from filters to an outreach-ready sheet.

• Download SEC investment advisor data as CSV - runs in the Console and ends in a spreadsheet, no Python required.

• List SEC registered investment advisors in Texas - state-level coverage for territory planning and market sizing.

• Prospect SEC investment advisors from Claude via MCP - run advisor searches as a tool call inside Claude.

Works with MCP
Apify exposes Actors over the Model Context Protocol, so Claude, Claude Code, and Cursor can run advisor searches as a tool. "Find me RIA firms in Austin and pull their contacts" becomes a prompt instead of a script, and the structured records land in the conversation.

Keywords and topics: SEC investment advisor data, RIA contacts API, financial advisor lead lists, Investment Adviser Public Disclosure, business development data, CRM enrichment, and MCP.

Full details and setup are on the SEC Investment Advisors Search project page.