Brandwave

Financial advisor CRM in United States:Which are searched most?

In September 2026, Wealthbox was the most searched among financial advisor CRM in United States, with an estimated 9.9K branded searches and 50.2% estimated Share of Search within this set.

Share of Search, September 2026
  1. Wealthbox50.2%
  2. Redtail27.4%
  3. Advyzon22.3%

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Share of SearchLeaderboard

Compare the systems advisers track clients in. Branded searches tell you how often people look for a brand by name or related terms. Comparing these searches across competitors helps you see how popular each brand is over time.

Share of Search among financial advisor CRM in United States, by month

Share of Search by month for Wealthbox, Redtail, Advyzon. The figures are in the table below the chart.

View monthly share of search table
MonthWealthboxRedtailAdvyzon
Oct 202542.3%34.6%23.1%
Nov 202542.4%34.6%23%
Dec 202540.3%32.9%26.9%
Jan 202642.3%34.6%23.1%
Feb 202644.2%36.2%19.6%
Mar 202642.3%34.6%23.1%
Apr 202645.2%30.2%24.6%
May 202642.4%34.6%23%
Jun 202647.3%31.6%21%
Jul 202645.2%30.2%24.6%
Aug 202645.2%30.2%24.6%
Sep 202650.2%27.4%22.3%

This month’s ranking, September 2026

  1. 1.Wealthbox

    50.2%

    Held 1st. 9.9K estimated branded searches, +22.2% vs prior month. Share +5 points.

  2. 2.Redtail

    27.4%

    Held 2nd. 5.4K estimated branded searches, -0.18% vs prior month. Share -2.8 points.

  3. 3.Advyzon

    22.3%

    Held 3rd. 4.4K estimated branded searches, 0% vs prior month. Share -2.2 points.

Compare search popularity between leading brands

Which brand is most popular in search among financial advisor CRM in United States?

In September 2026, Wealthbox was the most searched among financial advisor CRM in United States, with an estimated 9.9K branded searches and 50.2% estimated Share of Search within this set. Redtail is in 2nd place, 22.8 percentage points behind at 27.4% Share of Search.

United States financial advisor CRM, last 12 months ending September 2026
BrandShare of SearchPeakLowRank
Wealthbox42.3% → 50.2%50.2%Sep 202640.3%Dec 20251st
Redtail34.6% → 27.4%36.2%Feb 202627.4%Sep 20262nd
Advyzon23.1% → 22.3%26.9%Dec 202519.6%Feb 20263rd

Each finding as a sentence

  • Across the 12 months ending September 2026, Wealthbox’s estimated Share of Search among financial advisor CRM in United States increased from 42.3% to 50.2%.
  • Across the 12 months ending September 2026, Redtail’s estimated Share of Search among financial advisor CRM in United States decreased from 34.6% to 27.4%.
  • Across the 12 months ending September 2026, Advyzon’s estimated Share of Search among financial advisor CRM in United States decreased from 23.1% to 22.3%.
  • Across the 12 months ending September 2026, Wealthbox’s estimated Share of Search among financial advisor CRM in United States peaked at 50.2% in September 2026 and was lowest at 40.3% in December 2025.
  • Across the 12 months ending September 2026, Redtail’s estimated Share of Search among financial advisor CRM in United States peaked at 36.2% in February 2026 and was lowest at 27.4% in September 2026.
  • Across the 12 months ending September 2026, Advyzon’s estimated Share of Search among financial advisor CRM in United States peaked at 26.9% in December 2025 and was lowest at 19.6% in February 2026.

How did search popularity change for United States financial advisor CRM in September 2026?

  1. In September 2026, Wealthbox gained estimated Share of Search among financial advisor CRM in United States, from 45.2% to 50.2%.

  2. In September 2026, Redtail lost estimated Share of Search among financial advisor CRM in United States, from 30.2% to 27.4%.

  3. In September 2026, Advyzon lost estimated Share of Search among financial advisor CRM in United States, from 24.6% to 22.3%.

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