8 Best CRM for Financial Advisors of 2026

Wealthbox is built for advisory firms and keeps its plans simple. Basic at $65 per user per month covers contact and household management, tasks, calendar and meetings, one opportunity pipeline and 2 GB of storage. Pro at $85 adds workflows with milestones and outcomes, two-way email sync, broadcast email with open and link tracking, and three pipelines, and Wealthbox itself names Pro as the best value for most firms. Premier at $119 adds customizable dashboards and homepages, report calculations, workflow template sharing and five workspaces. Compliant note archiving, permissions and visibility controls, 2-factor authentication and SOC 2 compliance are listed on every plan, and AI Agents are now included on all plans. The extra costs to watch are the AI Notetaker add-on at $49 per user per month and the Vault document add-on at $29. There is no free plan, but every paid tier has a free trial.

Redtail CRM is one of the longest-running advisor CRMs and is now part of Orion, which cites the 2025 T3/Inside Information Advisor Software Survey for the top CRM market share. The Launch plan costs $39 per user per month billed yearly, or $45 month to month, and covers up to five users with contact and account management, compliant note entry and archiving, segmentation, reporting, a mobile app and access to more than 100 integrations. Growth costs $59 per user per month billed yearly, removes the user cap and adds process workflows, automation triggers, viewing permissions, Redtail Imaging with 200 GB of document storage and Redtail Speak compliant texting. That bundle makes Growth good value for firms that would otherwise buy document and texting archiving separately. The limits are that workflows sit on Growth only and Speak needs broker-dealer approval for affiliated reps. The free trial covers the full Growth plan for new users.

Advyzon CRM is one module of an all-in-one advisor platform that also covers portfolio management, performance reporting, fee billing, rebalancing, secure document management, financial planning and a client portal with a mobile app. The CRM brings emails, meetings, notes, tasks, opportunities, planning details and portfolio information into one client view, which is the main advantage over a stand-alone CRM. Advyzon AI prepares meeting summaries of recent activity, open items and relevant documents, flags client milestones, missing information and stalled opportunities, and turns meeting notes into tasks and workflow steps you review and approve. Microsoft 365 and Google Workspace integrations keep email and meetings on the client record. Advyzon cites the 2025 Kitces Report as ranking it first in CRM satisfaction. The drawback is cost transparency: there is no public price, so you need a demo, and firms that keep reporting with another vendor lose much of the benefit.

Practifi sells two CRMs for RIAs on the same infrastructure. Naya is the configurable option at $135 per user per month, tiered by firm size and configuration, with an enterprise workflow engine, pre-built workflows for account openings and annual client reviews, role-specific views for advisors, operations and leadership, and an open API for connecting other tools at no extra cost. Sentir is the AI-native option at $195 per user per month as launch pricing until December 31, 2026, and bundles AI agents, AI briefings that summarize the client picture, a native AI Notetaker and email sync in one price. The depth of configuration is the reason to choose Practifi, and also the reason it takes more setup than Wealthbox or Redtail. Small firms will pay roughly double the per-user price of the advisor CRMs above it on cost, so Practifi fits best once a firm has dedicated operations staff.

AdvisorEngine CRM is an advisor-specific CRM with a simple price: $69 per user per month, billed annually, with a minimum of three users and access to all features. The product centers on a workflow engine that tracks progress for each client, from simple service requests to complex processes, plus contact management, dashboards that visualize firm data and growth tools for engaging prospects through integrations that need no coding. Unlimited data and document storage and priority support are included without extra charges, which removes the add-on math found on some competitors. AdvisorEngine also sells digital onboarding, portfolio management, rebalancing, performance reporting, fee billing and a client portal, so firms can grow into a wider platform. The minimum of three users makes it a poor fit for solo advisors, who would pay $207 per month, and there is no published free trial, only recorded and personalized demos.

Less Annoying CRM is not an advisor platform, but it has a financial planner page and is the cheapest way to get client records, notes and follow-ups out of spreadsheets. It costs $15 per user per month plus tax, with no tiers, no contracts and every feature included: unlimited contacts and pipelines, unlimited custom fields, task management, email logging, mobile access, user permissions and 25 GB of file storage per user. The form builder can collect client details and investment policy information, and daily agenda emails list each day's tasks and events. Data is hosted on Amazon Web Services in North Virginia with encrypted connections, databases and backups. The gaps matter for regulated firms: the vendor does not document custodian or portfolio integrations, household records or compliant archiving of notes, email or texts, so a registered firm should confirm its books and records process before relying on it.

Envestnet Tamarac CRM is built on Microsoft and sits at the center of the Tamarac platform for RIAs. Its strongest feature is integration: it connects to Tamarac Reporting and Tamarac Trading for performance and rebalancing data, to MoneyGuide for planning, to Microsoft 365 and Outlook for email and calendar, to custodians and to SharePoint for client documents. Pre-built workflows cover onboarding tasks, incoming and outgoing money, internal trade ticket requests and client review meeting preparation, and smart notifications flag client milestones and compliance deadlines. Reporting includes business valuation, referral sources, centers of influence, revenue against target and required minimum distribution planning. Envestnet does not publish prices, so firms need a demo and quote. For an RIA already running Tamarac Reporting, the integrated data is the main reason to choose it; for a firm on another reporting system, an independent CRM is simpler to set up.

Salesforce Financial Services Cloud adds financial services data models to Sales Cloud and Service Cloud, with editions for sales and service teams in wealth, banking and insurance. The Sales Core edition costs $325 per user per month billed annually and includes the industry data models, actionable segmentation, financial goals and plans, and Flex credits for AI, Agentforce, Slack and data. Advanced at $500 adds more automation and security, including a full sandbox, backup and recovery and Security Center, and Max at $700 bundles further add-ons. No other product here offers as many editions and add-ons. The trade-off is cost and effort: five advisors on Core pay $1,625 per month before implementation, and most firms need a Salesforce admin or partner to set it up. A 30-day free trial with no credit card lets a firm test it first.