Financial advisor CRM
Redtail CRM
Redtail CRM Review (2026): Pricing, Pros & Cons
The dominant client relationship and workflow CRM built for financial advisors and RIAs.
The short answer
Redtail CRM is the most widely used CRM built specifically for financial advisors and RIAs, combining workflow automation, document management, and the deepest integration ecosystem in the advisor space with tools like Orion, Schwab, and Morningstar. It lacks a free plan and its interface feels dated, but its RIA-specific workflows are hard to match.
What is Redtail CRM?
Redtail CRM is a cloud-based client relationship management platform built exclusively for financial advisors and RIAs. Owned by Orion Advisor Solutions, it centralizes household and contact records, automates onboarding and review workflows, and connects natively to 100+ custodial, planning, and portfolio-management tools used across the wealth management industry.
How much does Redtail CRM cost?
Launch is ~$39/user/mo (up to 5 users, billed annually) or $45/mo month-to-month. Growth is ~$59/user/mo with unlimited users. Enterprise pricing is custom. A 30-day free trial of the Growth plan is available, no credit card required.
| Detail | Redtail CRM |
|---|---|
| Starting price | from ~$39/user/mo |
| Free plan | No (free trial only) |
| Category | Financial advisor CRM |
| Best for | Financial advisors, RIAs, and wealth management firms wanting the most deeply integrated advisor-specific CRM. |
| Our rating | 4.2 / 5 |
Prices are indicative 2026 list prices and change frequently; confirm with Redtail CRM directly.
What are the key features of Redtail CRM?
The standout: The deepest integration ecosystem in the advisor CRM space, with 100+ native connections to custodians and planning tools like Orion, Schwab, and Morningstar.
- Workflow templates for onboarding, annual reviews, and RMD tracking
- Redtail Imaging for document management linked to client records
- 100+ native integrations including Orion, Schwab, Fidelity, and Morningstar
- Household and relationship-mapped contact records
- Redtail Speak for compliant client texting
What are the pros and cons of Redtail CRM?
| Pros | Cons |
|---|---|
| ✔ Deepest integration ecosystem among advisor-specific CRMs | ✘ Interface feels dated and can require extra clicks for common tasks |
| ✔ Workflow templates cover most common RIA processes out of the box | ✘ No free plan, only a 30-day trial |
| ✔ Long track record and wide adoption within the RIA industry | ✘ Add-ons like Imaging and Speak raise the total cost beyond the base plan |
Who is Redtail CRM best for?
Redtail CRM is best for financial advisors, RIAs, and wealth management firms wanting the most deeply integrated advisor-specific CRM. Founded in 2003 and headquartered in Sacramento, USA, it has earned a 4.2-out-of-5 rating in our assessment.
What are the best Redtail CRM alternatives?
If Redtail CRM is not the right fit, these are the closest alternatives to compare:
- Wealthbox — A modern, easy-to-use CRM built specifically for financial advisors.
- Salesforce — The most powerful and customizable CRM for complex organizations.
- Nimble — A social, relationship-led CRM that works across the browser.
How does Redtail CRM compare head-to-head?
Side-by-side breakdowns of Redtail CRM against the other most-shortlisted CRMs:
- Redtail CRM vs Wealthbox — pricing, features, and fit compared