Best CRM for Financial Advisors
Client management with compliance features. We've tested and ranked the top crm software based on real-world performance for financial advisors use cases.
Some products are sponsored. Rankings reflect our honest assessment. See our affiliate disclosure
Quick Answer
HubSpot CRM is the best crm software for Financial Advisors in 2026. It scored 9.3/10 in our testing. Robust free forever plan. We tested 5 alternatives.
Top 5 CRM Software for Financial Advisors
HubSpot CRM
Editor's ChoicePowerful free CRM with full marketing suite
Pros
- Robust free forever plan
- Excellent user interface
- Full marketing suite available
- Great email tracking
Cons
- Paid plans are expensive
- Advanced features locked behind hubs
- Can get complex quickly
Free tier • Paid from
$20/mo
- Industry-leading features
- Highly customizable
- Massive app ecosystem
- Expensive for small businesses
- Steep learning curve
- Can be overwhelming
Starting from
$25/mo
- Intuitive visual pipeline
- Designed for sales teams
- Great email integration
- No free plan
- Limited marketing features
- Basic reporting on lower tiers
Starting from
$14/mo
- Highly visual and customizable
- Built on powerful Work OS platform
- Two-way Gmail/Outlook sync
- Minimum 3 seats on paid plans
- Advanced features locked to higher tiers
- Costs rise quickly with add-ons
Free tier • Paid from
$12/mo
How We Ranked These CRM Software
Our rankings for financial advisors are based on hands-on testing and evaluation of key factors that matter most for this use case:
- Contacts performance
- Reporting performance
- Overall value for financial advisors users
- User experience and ease of use
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