Advisor CRM · September 20, 2026
Best CRM for financial advisors (2026)
An RIA needs households, reviews, and a file a CCO will open. A generic sales cloud will not hold a household.
By Gregory GreensteinUpdated September 20, 2026Affiliate disclosure
Advisor CRM fails when households, notes, and the custodian each live in a different tab. The job is: one people-and-account file, a review that happens, and (for RIAs) a compliance-minded workflow — not a pipeline toy.
Wealthbox and Redtail are advisor-native. HubSpot and Pipedrive are generalist skip-ifs. Salesforce Financial Services Cloud stays off as enterprise.
Prices as of September 20, 2026. We will not rank AI note-takers as a buying criterion. Those stay on Aiacent. Not investment advice.
The short list
Public list prices as of September 20, 2026. Promos change. Confirm on the vendor page before you buy.
| # | Product | Best for | Public starting price | Score |
|---|---|---|---|---|
| 1 | Wealthbox | Independent RIAs that want a modern advisor CRM with a published card | Basic $59/user/month; Pro $75; Premier $99; Enterprise custom. 14-day trial. AI notetaker add-on marketed at $49/user/month intro — confirm wealthbox.com/pricing. We do not treat the add-on as a reason to buy. | 8.4 |
| 2 | Redtail | Firms that want the legacy advisor CRM with a cheaper published floor | Launch $39/user/month billed annually ($45 monthly), max 5 users. Growth $59 annual ($65 monthly), unlimited users — imaging, workflows, Speak texting. Enterprise custom. Confirm redtailtechnology.com/pricing. | 8.2 |
| 3 | HubSpot CRM | Advisors who already have a compliance CRM and only want a marketing contact file | Free CRM $0. Starter Customer Platform list $20/seat/month. Professional hubs add onboarding. | 6.8 |
| 4 | Pipedrive | Insurance-plus-advice shops that sell like a pipeline and keep compliance elsewhere | Annual list: Growth $14, Premium $39, Ultimate $59, Enterprise $79 per seat/month. Confirm pipedrive.com/en/pricing. | 6.6 |
01
Wealthbox
Independent RIAs that want a modern advisor CRM with a published card
Public pricing: Basic $59/user/month; Pro $75; Premier $99; Enterprise custom. 14-day trial. AI notetaker add-on marketed at $49/user/month intro — confirm wealthbox.com/pricing. We do not treat the add-on as a reason to buy.
Wealthbox official pricing (wealthbox.com/pricing/), reviewed September 20, 2026.
Skip if
Your BD or OSJ already standardized on Redtail and will not switch. Or you only needed a contact file — HubSpot Free.
Why it ranks
- Households, workflows, and email sync are first-class on Pro.
- A published four-rung card. You can defend Pro in a partner meeting.
- A known brand when you hire from another RIA.
- Migration is a product they sell — still a project.
Watch-outs
- Basic is thin if you need workflows. Model Pro at $75.
- AI add-ons are extra and not why we rank it.
- Custodian integrations vary. Map yours.
- Not a portfolio accounting system.
02
Redtail
Firms that want the legacy advisor CRM with a cheaper published floor
Public pricing: Launch $39/user/month billed annually ($45 monthly), max 5 users. Growth $59 annual ($65 monthly), unlimited users — imaging, workflows, Speak texting. Enterprise custom. Confirm redtailtechnology.com/pricing.
Redtail official pricing, reviewed September 20, 2026.
Skip if
You want a modern UI more than a $39 Launch seat. Wealthbox is the other desk.
Why it ranks
- Launch at $39 annual is the cheap specialist floor — if you stay at five users.
- Growth adds the compliance-adjacent extras (texting, workflows) most firms actually need.
- Hundreds of integrations and a hiring market that already knows it.
- Six users forces Growth. Model that, not Launch.
Watch-outs
- Launch’s five-user cap is a trap the week you add an associate.
- UI is not why anyone picks Redtail.
- Speak and imaging live on Growth. Read the grid.
- Leaving later is a conversion project.
03
HubSpot CRM
Advisors who already have a compliance CRM and only want a marketing contact file
Public pricing: Free CRM $0. Starter Customer Platform list $20/seat/month. Professional hubs add onboarding.
HubSpot pricing (hubspot.com/pricing/crm), reviewed September 20, 2026.
Skip if
You store households, reviews, or advice notes here. HubSpot is a general CRM. It will not become Wealthbox.
Why it ranks
- Free is enough for seminar follow-up if Redtail already holds the household.
- Email logging without an advisor-CRM sales cycle.
- A path into marketing later — also the trap.
- Fine as a layer, not a replacement.
Watch-outs
- No native household/account object built for RIAs.
- Contact-tier math surprises firms that import old lists.
- Two systems of record need a rule — and a CCO opinion.
- Do not buy Marketing Hub Professional to look like a fintech.
04
Pipedrive
Insurance-plus-advice shops that sell like a pipeline and keep compliance elsewhere
Public pricing: Annual list: Growth $14, Premium $39, Ultimate $59, Enterprise $79 per seat/month. Confirm pipedrive.com/en/pricing.
Pipedrive official pricing, reviewed September 20, 2026.
Skip if
You are an RIA. Pipedrive is a sales CRM. It will not become Redtail.
Why it ranks
- A pipeline sellers will update — the BD half of a hybrid shop.
- Published seats.
- See Is Pipedrive worth it if you are not in this vertical.
- Fine next to a custodian portal, not instead of one.
Watch-outs
- You will rebuild households by hand.
- Compliance texting and advice notes are not the product.
- Two systems of record need a CCO rule.
- Wrong aisle for a registered investment adviser file.
How we picked
The job is a US advisor file: households, notes, reviews. We scored advisor-native vs generalist and published-price honesty. Orion and Salesforce FSC stay off as platform bake-offs. AI note-takers are Aiacent.