The Best CRMs for RIAs in 2025
Choosing the right CRM is one of the most important tech decisions a Registered Investment Advisor (RIA) can make. It’s your hub for client communication, task tracking, onboarding workflows, and ultimately—your ability to scale.
Whether you’re a solo advisor or a growing team, here’s our take on the best CRM platforms for RIAs in 2025, based on usability, features, integrations, and overall value.
1. Wealthbox
Best for: Solo advisors & small firms that want something clean and easy
Why we love it: Wealthbox continues to win advisors over with its intuitive interface, minimal learning curve, and seamless integrations with custodians, planning tools, and portfolio systems. If you’re overwhelmed by complex CRMs, Wealthbox is a breath of fresh air.
Explore: https://wealthbox.com
2. Hubspot CRM
Best for: Growth-minded RIAs who want built-in marketing automation
Why we love it: Hubspot offers a robust CRM with sales and marketing tools built in. Track email opens, automate drip campaigns, and manage deals from a customizable dashboard. For firms looking to scale and nurture leads more strategically, Hubspot is a top contender.
Explore: https://hubspot.com
3. Zoho CRM
Best for: Budget-conscious advisors who want customization
Why we love it: Zoho CRM is incredibly flexible and offers deep customization options. With drag-and-drop layouts, AI-powered lead scoring, and strong automation tools, it’s a great fit for advisors who are tech-savvy and want control over their system.
Explore: https://zoho.com
What Makes a CRM “RIA-Friendly”?
Not all CRMs are built with RIAs in mind. Here’s what we recommend looking for:
Easy integration with your custodian, planning, and reporting tools
Task automation for follow-ups, onboarding, and client check-ins
Clean client records with secure notes, document storage, and communication logs
Workflows tailored for reviews, ACATs, and compliance
Team collaboration features if you’re managing multiple advisors or support staff
