AdvisorSignal

Pricing

Transparent self-serve plans for RIA and advisor intelligence, with export limits that scale as your workflow grows.

Trial

$0

$0

14-day evaluation with limited exports

Explore the AdvisorSignal dataset for 14 days before committing to a paid tier.

  • Full firm and advisor search
  • Profile browsing with source context
  • Limited saved searches
  • Limited CSV exports
  • Expires after 14 calendar days
  • No card required
Start trial

Starter

$149/mo

$1,490/yr

Solo operators and focused prospecting

For individual operators who need credible RIA and advisor discovery.

  • Public-source firm and advisor search
  • AUM, geography, city, state, and ZIP filters
  • Source links and freshness indicators
  • Saved searches
  • Modest monthly CSV exports
MonthlyAnnual

Growth

$399/mo

$3,990/yr

Small teams and recurring saved-search workflows

For teams building repeatable prospecting and monitoring workflows.

  • Higher monthly export limits
  • Saved lists and shared workflows
  • Change alerts
  • Richer profile history
  • 13F and ADV drill-down as datasets mature
MonthlyAnnual

Pro

$899/mo

$8,990/yr

High-volume prospecting, deeper filings, and heavier exports

For high-volume users who need advanced filters and deeper evidence.

  • High monthly export limits
  • Advanced filters and priority segments
  • Bulk prospecting workflows
  • Deeper filing evidence
  • Early access to new datasets
MonthlyAnnual

Enterprise

Custom

Custom

CRM/API/data-feed workflows, larger teams, onboarding, and support

For organizations that need integrated data delivery and support.

  • CRM, API, and data-feed workflows
  • Custom export limits
  • Onboarding and admin controls
  • Procurement and security support
  • Bespoke data refresh terms
Contact sales