# CFP Leads Scraper USA (Emails, Phones, Financial Planners) (`giovannibiancia/cfp-scraper`) Actor
Scrape 71,000+ CFP® professionals across all 50 U.S. states. Extract phone, website, LinkedIn, min AUM, planning services, specializations, CRD, and FINRA/SEC links. Built for B2B lead generation, fintech prospecting, and financial services outreach
- **URL**: https://apify.com/giovannibiancia/cfp-scraper.md
- **Developed by:** [Giovanni Bianciardi](https://apify.com/giovannibiancia) (community)
- **Categories:** Lead generation, Other
- **Stats:** 18 total users, 0 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet
## Pricing
from $35.00 / 1,000 cfp details
This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.
Since this Actor supports Apify Store discounts, the price gets lower the higher subscription plan you have.
Learn more: https://docs.apify.com/actors/running/actors-in-store.md#pay-per-event
## What's an Apify Actor?
Actors are web data automations that power AI and operations. They run on the Apify platform to scrape websites, process data, connect APIs, and automate workflows.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.
Actors are written with capital "A".
## How to integrate an Actor?
If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.
The best way to integrate Actors is as follows.
- **AI agents and MCP clients** — the [Apify MCP server](https://docs.apify.com/integrations/mcp.md) at `https://mcp.apify.com` (remote, streamable HTTP, OAuth on first use).
- **Agentic workflows and local Actor development** — [Agent Skills](https://apify.com/.well-known/agent-skills/index.json) with the [Apify CLI](https://docs.apify.com/cli/docs.md): `npm install -g apify-cli`, then `apify login`.
- **JavaScript/TypeScript projects** — the official [JS/TS client](https://docs.apify.com/api/client/js/docs.md): `npm install apify-client`.
- **Python projects** — the official [Python client](https://docs.apify.com/api/client/python/docs.md): `pip install apify-client`.
- **Any other language** — the [REST API](https://docs.apify.com/api/v2.md).
For usage examples, see the [API](#api) section below.
For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt).
# README
## CFP Leads Scraper USA (Emails, Phones, Financial Planners)
Scrape **71,000+ CFP® professionals** across all 50 U.S. states from the official CFP Board directory. Extract phone, website, LinkedIn, minimum AUM, planning services, specializations, CRD number, and FINRA/SEC verification links. Built for B2B lead generation, fintech prospecting, and financial services outreach.
***
### 💡 Before you run this scraper
Some datasets like this one are already available ready-to-use on
bananalitycs.com — download instantly or request custom delivery.
### 📦 What data you get
| Field | Description |
| -------------------- | ---------------------------------------------------------------- |
| `name` | Full name with prefix |
| `organization` | Firm or company name |
| `city` | City |
| `state` | State abbreviation |
| `zip_code` | ZIP code |
| `address` | Full street address |
| `website_url` | Company or personal website |
| `linkedin_url` | LinkedIn profile URL |
| `phones` | Phone number(s) |
| `languages` | Languages spoken |
| `min_assets` | Minimum AUM accepted by the advisor |
| `expertises` | Target client profiles (Women, Retirees, Business Owners…) |
| `planning_services` | Services offered (Tax, Retirement, Estate, Divorce, Investment…) |
| `cert_status` | Certification status (Certified / Suspended) |
| `certification_year` | Year of CFP® certification |
| `crd` | CRD registration number |
| `finra_url` | Direct link to FINRA BrokerCheck profile |
| `sec_url` | Direct link to SEC IAPD profile |
***
### 👥 Who uses this
- **Sales teams** at SaaS, fintech, and B2B companies targeting financial advisors
- **Marketing agencies** building outbound lists for financial services clients
- **Recruiters** sourcing certified financial planning professionals across all 50 states
- **Compliance tools** needing verified FINRA/SEC cross-reference links per record
- **Research teams** analyzing the U.S. financial advisory landscape by AUM, geography, or specialization
***
### ⭐ Why this scraper is unique
Most contact scrapers return generic data. This one includes fields no other Apify actor provides for CFP professionals:
- **`min_assets`** — filter advisors by minimum AUM they accept. Target only those managing $500k, $1M, or $5M+
- **`planning_services`** — filter by Tax Planning, Retirement Planning, Estate Planning, Divorce Planning, Business Succession, and 15+ other specializations
- **`finra_url` + `sec_url`** — verified regulatory links for every record, ready for compliance and enrichment workflows
- **Full USA coverage** — all 50 states from the official CFP Board Let's Make a Plan registry
- **No login required** — all data is publicly accessible
### ⚙️ Input
```json
{
"states": ["CA", "NY", "TX"],
"maxResults": 5000
}
```
Leave `states` empty to scrape all 50 U.S. states.
***
### 📄 Sample output
```json
{
"url": "https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/1ff5acd0-1897-4079-97b3-309eb62b19a9",
"profile_id": "1ff5acd0-1897-4079-97b3-309eb62b19a9",
"name": "Mrs. Kristen LeClair",
"organization": "994 Group",
"city": "Austin",
"state": "TX",
"zip_code": "78704-2926",
"address": "1207 W Mary St",
"min_assets": "0",
"website_url": "http://www.994group.com/",
"linkedin_url": "https://www.linkedin.com/in/kristenleclair/",
"photo_url": "https://login.cfp.net/eweb/fileviewer.aspx?itemkey=00000000-0000-0000-0000-000000000000&objectName=profile_images&file=442654",
"phones": "(512) 853-9597",
"languages": "English",
"expertises": "Government Employees and Military Servicepeople, Retirees, Widows/Widowers, Intergenerational Families, Women, Young Professionals, Veterans",
"planning_services": "Divorce Planning, Tax Planning, Employee and Employer Plan Benefits, Social Security Planning, Comprehensive Financial Planning, Retirement Planning, Education Planning, Estate Planning, Socially Responsible Investing, Investment Planning, Business Succession Planning",
"cert_status": "Certified",
"certification_year": 2022,
"crd": "4341716",
"finra_url": "https://brokercheck.finra.org/individual/summary/4341716",
"sec_url": "https://adviserinfo.sec.gov/individual/summary/4341716"
},
```
### 🛠️ Support
Found a bug or need a feature? Open an issue in the **Issues** tab on Apify Console.
***
# Actor input Schema
## `max_results` (type: `integer`):
Maximum number of CFP professionals to scrape. 0 = unlimited.
## `states` (type: `array`):
Select one or more US states to scrape CFP professionals from. Leave empty to scrape all states.
## `location_name` (type: `string`):
City/area name for location-based search (e.g. 'San Francisco, California').
## `distance` (type: `integer`):
Search radius in miles around the given location.
## `planning_services` (type: `array`):
Filter by planning services offered. Leave empty for all.
## `min_assets` (type: `string`):
Filter by minimum investible assets required by the professional.
## `expertises` (type: `array`):
Filter by client groups the professional specializes in.
## `languages` (type: `array`):
Filter by languages the professional speaks.
## `sort` (type: `string`):
How to sort results.
## `email` (type: `string`):
Enter your email to receive the full results as a clean CSV file + future updates when new data is available.
## Actor input object example
```json
{
"max_results": 100,
"states": [],
"location_name": "",
"planning_services": [],
"min_assets": "",
"expertises": [],
"languages": [],
"sort": "random"
}
```
# Actor output Schema
## `overview` (type: `string`):
No description
# API
You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.
## JavaScript example
```javascript
import { ApifyClient } from 'apify-client';
// Initialize the ApifyClient with your Apify API token
// Replace the '' with your token
const client = new ApifyClient({
token: '',
});
// Prepare Actor input
const input = {};
// Run the Actor and wait for it to finish
const run = await client.actor("giovannibiancia/cfp-scraper").call(input);
// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
console.dir(item);
});
// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs
```
## Python example
```python
from apify_client import ApifyClient
# Initialize the ApifyClient with your Apify API token
# Replace '' with your token.
client = ApifyClient("")
# Prepare the Actor input
run_input = {}
# Run the Actor and wait for it to finish
run = client.actor("giovannibiancia/cfp-scraper").call(run_input=run_input)
# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
print(item)
# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start
```
## CLI example
```bash
echo '{}' |
apify call giovannibiancia/cfp-scraper --silent --output-dataset
```
## MCP server setup
```json
{
"mcpServers": {
"apify": {
"type": "http",
"url": "https://mcp.apify.com/?tools=fetch-actor-details,giovannibiancia/cfp-scraper"
}
}
}
```
The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer ` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).
## OpenAPI specification
Download the OpenAPI definition: https://api.apify.com/v2/actors/YPKdFNe73MkrhoegJ/builds/BBWORBkcWGRhCuxCr/openapi.json