CRMratedFind my CRM

Updated October 2026 · 3 CRMs compared

The best CRMs for financial advisors in 2026

Advisor CRMs need household views, compliance archiving and custodian data. Prices range from $39 to $700 per user, so practice size decides more than features.

Reviewed by the CRMrated Research TeamPrices verified Oct 14, 2026What changed

Quick picks

The short answer for each situation. Full reviews, pricing and trade-offs follow.

Best forCRMStarting pricePricingWhy
Best for independent advisorsWealthbox$59/user/moPublishedClean, fast interface
Best low-cost advisor CRMRedtail$39/user/moPublishedLowest advisor CRM price
Best for enterprise wealth firmsSalesforce Financial Services Cloud$325/user/moPublishedDeep household and compliance data model

Compare & pricing

Compare Financial advisor CRM prices side by side

Filter by budget and team size. Tick up to three to compare them column by column.

3 of 3 CRMs

Starting price, financial advisors

Lowest published or estimated starting price, USD per user per month unless noted. Click a row to add it to the comparison.

Published by vendorThird-party estimateQuote onlyNo public figure
Redtail$39
Wealthbox$59
Salesforce Financial Services Cloud$325
$0$100$200$300

Per-account prices (Jobber, Housecall Pro, Wise Agent) are shown at the account price. Annual billing where vendors offer both.

Comparing 3
Wealthbox
Redtail
Salesforce Financial Services Cloud
Industry
Financial advisors
Financial advisors
Financial advisors
Starting price
$59/user/moBasic
$39/user/moLaunch, annual (up to 5 users)
$325/user/moSales Core
Pricing
Published
Published
Published
Best for
1–100 users
1–5 users
50+ users
Free plan
No
No
No
Integrations
Google WorkspaceMicrosoft 365
Microsoft 365
Microsoft 365Google WorkspaceIndustry systems
Strengths
Clean, fast interface · Published pricing
Lowest advisor CRM price · Long track record in wealth
Deep household and compliance data model · Salesforce ecosystem
Watch out for
Lighter reporting than enterprise tools
Interface feels older
Highest price in this list · Needs implementation partner
Pricing details

Not sure yet?

Answer six questions, get three CRMs that fit

Question 2 of 6

How many people will use the CRM?

Pick one to continue

The list

Financial advisor CRMs, reviewed

Each pick names who it's for, who should skip it, and the price we verified.

Best for independent advisors

1.Wealthbox

A fast, friendly CRM built for RIAs and independent advisors.

Who it's for: RIAs that want a CRM advisors enjoy using.

Skip it if: Enterprise wealth firms with heavy compliance workflows.

Pros

  • Clean, fast interface
  • Published pricing

Cons

  • Lighter reporting than enterprise tools
Wealthbox reviewWealthbox pricing

Best low-cost advisor CRM

2.Redtail

A long-standing advisor CRM, now part of Orion.

Who it's for: Small advisory practices on a budget.

Skip it if: Practices over five users, which need the $59 Growth plan.

Pros

  • Lowest advisor CRM price
  • Long track record in wealth

Cons

  • Interface feels older
Redtail reviewRedtail pricing

Best for enterprise wealth firms

3.Salesforce Financial Services Cloud

Salesforce's industry cloud for banks, wealth and insurance.

Who it's for: Large wealth and banking firms with Salesforce admins.

Skip it if: Independent advisors: Wealthbox or Redtail cost a fraction.

Pros

  • Deep household and compliance data model
  • Salesforce ecosystem

Cons

  • Highest price in this list
  • Needs implementation partner
Salesforce Financial Services Cloud reviewSalesforce Financial Services Cloud pricing

How we picked

  1. Industry fit first. We judge each CRM against the work of the industry it serves.
  2. We check every price. Vendor pricing pages are re-read monthly. Where a vendor won't publish, we show a labeled third-party estimate or “quote only.”
  3. A 3.5-star floor. A CRM must average 3.5 or better across G2, Capterra and TrustRadius.
  4. Payment never moves a pick. Referral fees and sponsorships have no effect on order or inclusion.

Read the full methodology

Considered, not included

  • Velocify (ICE). A strong speed-to-lead dialer for lenders, but a lead tool more than a relationship CRM.
  • Law Ruler. A capable intake CRM for injury firms; annual lock-in and quote-only pricing kept it off the list.
  • Insightly. Suits project-delivery firms; a dated interface and separately sold marketing tools put it behind the picks above.
  • Every CRM in our database that fits this list appears above.

Questions buyers ask

Wealthbox vs Redtail: which is cheaper?

Redtail's Launch plan is $39 per user per month for up to five users; Wealthbox starts at $59. Redtail's Growth plan, for larger teams, is also $59.

Changelog. Oct 14, 2026: prices re-verified; Attio added; Encompass CRM retired in favor of Surefire.

Related buying guides