COMPANY API MCP READY

Investment Finance Professionals

Find and filter 250,000+ investment professionals and 15,000+ financial firms by location, firm name, and more. Get structured contact data with emails, LinkedIn profiles, and firm associations for lead generation and market research.

MEDIAN LAGon demand

PARAMETERS13

TOTAL USERS36

MONTHLY ACTIVE8

TOTAL RUNS871

RUNS SUCCEEDED99.4%

RATING5.0 (3)

Input parameters

PARAMETER	TYPE	REQ	DEFAULT	DESCRIPTION
query_type	enum	no	contacts	Type of data to return: 'firms' for RIA firms only, 'contacts' for investment advisor representatives only, or 'both'. Defaults to 'contacts'.
firm_name	string	no	—	Filter firms by primary business name (partial match, case-insensitive).
firm_city	string	no	—	Filter firms by main office city (exact match, case-insensitive).
firm_state	string	no	—	Filter firms by main office state.
firm_country	string	no	—	Filter firms by main office country.
firms_limit	integer	no	100	Maximum number of firms to return. — drives your bill
contact_ids	string	no	—	Include only contacts with these contact_id values.
exclude_contact_ids	string	no	—	Exclude contacts with these contact_id values.
contact_firm_name	string	no	—	Filter contacts by their firm's primary business name (partial match, case-insensitive).
organization_crds	string	no	—	Include only contacts from firms with these organization CRD (Central Registration Depository) numbers.
exclude_organization_crds	string	no	—	Exclude contacts from firms with these organization CRD numbers.
date_updated	string	no	—	Return only contacts updated on or after this date.
contacts_limit	integer	no	10	Maximum number of contacts to return. — drives your bill

Worked examples

Basic — the required input, with the schema's own example values

{
  "query_type": "contacts",
  "firm_name": "Vanguard"
}

Tasks

Saved runs with the inputs already filled in — each one a standalone page and a working configuration example.

Request a task →

Code

curl

curl -X POST "https://api.apify.com/v2/acts/johnvc~SECInvestmentAdvisorContacts/run-sync-get-dataset-items" \
  -H "Authorization: Bearer $APIFY_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"query_type": "contacts", "firm_name": "Vanguard"}'

Python

from apify_client import ApifyClient

client = ApifyClient("APIFY_TOKEN")
run = client.actor("johnvc/SECInvestmentAdvisorContacts").call(
    run_input={'query_type': 'contacts', 'firm_name': 'Vanguard'}
)
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)