--- title: "Financial advisor CRM in United States: Which are searched most?" description: "Compare the systems advisers track clients in. Share of Search among Wealthbox, Redtail and Advyzon, the financial advisor CRM Brandwave compares in United States, using the same methodology, market, and reporting period. 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." canonical: "https://gobrandwave.com/demand/us/categories/us-financial-advisor-crm" publisher: "Brandwave" --- # Financial advisor CRM in United States: Which are searched most? Compare the systems advisers track clients in. Share of Search among Wealthbox, Redtail and Advyzon, the financial advisor CRM Brandwave compares in United States, using the same methodology, market, and reporting period. 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. ## Key facts - **Competitive set**: Financial advisor CRM - **Market**: United States - **Brands compared**: 3 - **Month measured**: Sep 2026 - **Highest Share of Search**: Wealthbox, 50.2% ## 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. - 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. ## Compare search popularity between leading brands - [Wealthbox vs Redtail: compare search popularity](/demand/us/compare/redtail-vs-wealthbox): 50.2% against 27.4% Share of Search. - [Wealthbox vs Advyzon: compare search popularity](/demand/us/compare/advyzon-vs-wealthbox): 50.2% against 22.3% Share of Search. - [Redtail vs Advyzon: compare search popularity](/demand/us/compare/advyzon-vs-redtail): 27.4% against 22.3% Share of Search. ## How did search popularity change for United States financial advisor CRM in September 2026? - In September 2026, Wealthbox gained estimated Share of Search among financial advisor CRM in United States, from 45.2% to 50.2%. - In September 2026, Redtail lost estimated Share of Search among financial advisor CRM in United States, from 30.2% to 27.4%. - In September 2026, Advyzon lost estimated Share of Search among financial advisor CRM in United States, from 24.6% to 22.3%. ## Share of Search ranking | Rank | Brand | Share of Search | Estimated monthly branded searches | Change vs prior month | Owned by | | --- | --- | --- | --- | --- | --- | | 1 | Wealthbox | 50.2% | 9.9K | +22.2% | Wealthbox | | 2 | Redtail | 27.4% | 5.4K | -0.2% | Redtail | | 3 | Advyzon | 22.3% | 4.4K | 0.0% | Advyzon | ## Historical estimated branded-search demand | Month | Brand | Estimated monthly branded searches | Share of Search | Rank | | --- | --- | --- | --- | --- | | Oct 2025 | Wealthbox | 9.9K | 42.3% | 1 | | Oct 2025 | Redtail | 8.1K | 34.6% | 2 | | Oct 2025 | Advyzon | 5.4K | 23.1% | 3 | | Nov 2025 | Wealthbox | 8.1K | 42.4% | 1 | | Nov 2025 | Redtail | 6.6K | 34.6% | 2 | | Nov 2025 | Advyzon | 4.4K | 23% | 3 | | Dec 2025 | Wealthbox | 8.1K | 40.3% | 1 | | Dec 2025 | Redtail | 6.6K | 32.9% | 2 | | Dec 2025 | Advyzon | 5.4K | 26.9% | 3 | | Jan 2026 | Wealthbox | 9.9K | 42.3% | 1 | | Jan 2026 | Redtail | 8.1K | 34.6% | 2 | | Jan 2026 | Advyzon | 5.4K | 23.1% | 3 | | Feb 2026 | Wealthbox | 9.9K | 44.2% | 1 | | Feb 2026 | Redtail | 8.1K | 36.2% | 2 | | Feb 2026 | Advyzon | 4.4K | 19.6% | 3 | | Mar 2026 | Wealthbox | 9.9K | 42.3% | 1 | | Mar 2026 | Redtail | 8.1K | 34.6% | 2 | | Mar 2026 | Advyzon | 5.4K | 23.1% | 3 | | Apr 2026 | Wealthbox | 9.9K | 45.2% | 1 | | Apr 2026 | Redtail | 6.6K | 30.2% | 2 | | Apr 2026 | Advyzon | 5.4K | 24.6% | 3 | | May 2026 | Wealthbox | 8.1K | 42.4% | 1 | | May 2026 | Redtail | 6.6K | 34.6% | 2 | | May 2026 | Advyzon | 4.4K | 23% | 3 | | Jun 2026 | Wealthbox | 9.9K | 47.3% | 1 | | Jun 2026 | Redtail | 6.6K | 31.6% | 2 | | Jun 2026 | Advyzon | 4.4K | 21% | 3 | | Jul 2026 | Wealthbox | 8.1K | 45.2% | 1 | | Jul 2026 | Redtail | 5.4K | 30.2% | 2 | | Jul 2026 | Advyzon | 4.4K | 24.6% | 3 | | Aug 2026 | Wealthbox | 8.1K | 45.2% | 1 | | Aug 2026 | Redtail | 5.4K | 30.2% | 2 | | Aug 2026 | Advyzon | 4.4K | 24.6% | 3 | | Sep 2026 | Wealthbox | 9.9K | 50.2% | 1 | | Sep 2026 | Redtail | 5.4K | 27.4% | 2 | | Sep 2026 | Advyzon | 4.4K | 22.3% | 3 | ## What is being compared - **Advyzon**: Measured on the search term “advyzon”. - **Redtail**: Measured on the search terms “redtail crm” and “redtail financial”, summed into one figure. - **Wealthbox**: Measured on the search term “wealthbox”. - [Advyzon](/demand/us/brands/advyzon) - [Redtail](/demand/us/brands/redtail) - [Wealthbox](/demand/us/brands/wealthbox) ## Methodology - [How is branded search demand measured?](/demand/methodology): Where the figures come from, what they compare, and how they may be reused. ## Frequently asked questions ### 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. ## Cite this page Brandwave. "Financial advisor CRM in United States: Which are searched most?". https://gobrandwave.com/demand/us/categories/us-financial-advisor-crm This page is also available as HTML at https://gobrandwave.com/demand/us/categories/us-financial-advisor-crm. Brandwave publishes an index of its Markdown pages at https://gobrandwave.com/llms.txt.