Industry
CRM advice for financial advisors
Advisor CRMs need household views, compliance archiving and custodian data. Price ranges from $39 to $700 per user, so practice size matters most.
Questions to ask any vendor
- Which custodians do you integrate with?
- How is email and activity archived for compliance?
- What does migrating from our current CRM involve?
What decides the shortlist
Independent RIAs
Wealthbox ($59–$99 per user) and Redtail ($39–$59) publish prices and suit independent practices.
Enterprise wealth
Salesforce Financial Services Cloud starts at $325 per user and usually needs an implementation partner.
Seat limits
Redtail's $39 Launch plan caps at five users; larger teams move to the $59 Growth plan.
CRMs in our directory for financial advisors
Listed whether or not a vendor pays referral fees. Estimates are labeled.
| CRM | Starting price | Pricing | Best for |
|---|---|---|---|
| WealthboxBest for independent advisors | $59/user/mo | Published | 1–100 users |
| RedtailBest low-cost advisor CRM | $39/user/mo | Published | 1–5 users |
| Salesforce Financial Services CloudBest for enterprise wealth firms | $325/user/mo | Published | 50+ users |
Questions buyers ask
Wealthbox or Redtail?
Redtail costs less to start ($39 for up to five users); Wealthbox is often chosen for its interface, from $59 per user.
Terms to know
Talk to an advisor about financial advisors CRMs
A 30-minute consultation to review your process, shortlist and budget.