Serious data, without the enterprise price.
Every plan starts with 14 days free. Monthly or yearly; cancel auto-renewal anytime.
Free trials are limited to one per company or, for personal email addresses, one per person. Team and Firm trials include downloads of up to 1,000 advisors with a work email (250 with a personal one). Need the whole record? Write to us about a license.
Founding customers:40% off the Solo or Team plan for as long as you stay subscribed, for the first ten teams, in exchange for feedback.Claim a spot →
For one person working a territory.
- 1 seat
- Firm profiles with Form ADV facts
- AUM history and custodians
- 13F holdings, for the firms that file
- Build a list across every firm
- 5 saved lists
- Weekly alert email
For a desk that shares lists and works them daily.
- 5 seats
- Everything in Solo
- Unlimited saved lists, shared
- CSV export, 50,000 advisors every 30 days
- Daily alert email
- Ellery in your AI: Claude, ChatGPT or any MCP client
For firms that build the data into their own systems.
- Unlimited seats
- Everything in Team
- Bulk export, 150,000 advisors every 30 days
- Custom research requests
- A named contact
Compare the plans
| Feature | Solo$149 / mo | Team$499 / mo | Firm$1,500 / mo |
|---|---|---|---|
| Seats | 1 | 5 | Unlimited |
| Firm profiles: Form ADV facts, AUM history, custodians | ✓ | ✓ | ✓ |
| 13F holdings, for the firms that file | ✓ | ✓ | ✓ |
| Build a list | ✓ | ✓ | ✓ |
| Saved lists | 5 | Unlimited, shared | Unlimited, shared |
| Alert email | Weekly | Daily | Daily |
| CSV export, advisors every 30 days (AI assistants' lists count too; the same advisor again within 30 days is free) | — | 50,000 | 150,000 |
| Ellery in your AI (Claude, ChatGPT, any MCP client) | — | ✓ | ✓ |
| Custom research requests | — | — | ✓ |
| Support | A named contact |
Need it done for you?
A list built to your brief, or a one-off study of a market, a firm or a channel. Ellery's research desk takes it on, priced by the project.
Questions
Where does the data come from?
The SEC's public files: Form ADV Parts 1 and 2 (the firms' own brochures), the IAPD adviser files, which include state-registered advisers, and 13F filings. Every figure in Ellery shows its source and the date it was read.
Is there a contract?
No. Plans renew monthly or yearly until you cancel, and you can cancel auto-renewal from your account at any time; the plan runs to the end of the period you paid for. Annual plans get two months free and are paid for the year. Payments are not refunded, unless the law requires it: the 14-day free trial is the time to try it.
Do you include emails and phone numbers?
No. Ellery holds no advisor's personal contact details, by design. It is research on the public record; pair it with the enrichment tool you already use.
How fresh is it?
The SEC's adviser files and 13F filings are read every week and Form ADV filings every month, and each page says when its data was read.
Which AI assistants work with Ellery?
Claude and ChatGPT take one link and a sign-in; any other MCP client connects with a personal key. It comes with Team and Firm.
Is Ellery a real company?
Yes. Ellery Research LLC is a Florida company with its registered office in St. Petersburg. Write to us any time at hello@elleryresearch.com.
How do I buy a license or pay by invoice?
Write to us or email hello@elleryresearch.com, and we reply in writing with terms.
How do I reach you?
In writing: the contact form or hello@elleryresearch.com. A person replies within two business days.
How is our account kept safe?
Each company's lists and settings are walled off from every other company's, passwords are stored only as one-way hashes, connections are encrypted, and Stripe takes the card: we never see or store its number.
Can you build a list for us?
Yes. Firm plans include custom research requests, and anyone can ask for a one-off project.
Try it free for 14 days.
Every SEC-registered adviser and firm. No sales call.