Best PFG Advisors alternatives: apps like PFG Advisors

Whether you want more options like PFG Advisors or a completely different take on the same concept, our curated list of 9+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to PFG Advisors

VirtueCM by Virtue Capital Management, LLC

Editor's Choice

0.0(0 ratings)

Free

MyCU66 Mobile Banking by I B E W LU 66 Federal Credit Union

Strong Contender

5.0(2 ratings)

Free

Manage your credit union accounts conveniently and securely from your mobile device. Check balances, view transaction history, transfer funds, and access current rates anytime, anywhere. This app is free for enrolled members of IBEW Local 66 FCU.

First American Bank eBiz by First American Bank, Artesia NM

Worth Considering

by Trust Company of America

5.0(1 ratings)

Free

Manage your business finances conveniently and securely on your smartphone. Perform essential banking tasks like checking balances, transferring funds, paying bills, and depositing checks from anywhere.

More apps like PFG Advisors

Liberty App

Enhanced usabilityUser-friendly interfaceMobile access

Access financial information and stay connected with your accounts on the go. This application provides enhanced usability and mobility for authorized users to manage their financial data from any mobile device.

(8)

Utah Independent Bank App

by Utah Independent Bank

Check account balancesSearch recent transactionsTransfer funds between accounts

Manage your finances on the go with this mobile banking application. Check balances, transfer funds between accounts, pay bills, and deposit checks using your device's camera. Secure sign-on options like Touch ID and Face ID are available.

(4)

IBEW & United Workers FCU

by IBEW and United Workers FCU

Aggregate financial accountsMake payments and transfersMobile check deposit

Manage your finances from anywhere with this app. Aggregate accounts from multiple institutions, make payments, transfer funds, and deposit checks remotely. Secure your account with biometric options and set up balance alerts.

(25)

TruckBooks: Trucker Expenses

Per Diem Receipts CPA Report

Expense tracking for fuel, tolls, repairsPer diem trackingVoice, photo, or manual expense entry

This app helps owner-operator truck drivers track expenses like fuel, tolls, and repairs on the go. It offers quick entry via voice, photo, or manual input, along with per diem tracking and Schedule C-ready reports for tax season.

free with in-app purchases

(5)

Plan Smarter. Dream Bigger.

Trajan Wealth

Consolidated financial dashboardIntelligent AI insightsInvestment portfolio tracking

This app provides a centralized platform to view all your investments, assets, and liabilities. It offers intelligent insights, portfolio tracking, and a learning hub to help you manage your finances and connect with your advisor.

(4)

Heritage Bank Business Mobile

HB Direct

Initiate and approve paymentsView account balancesView account activity

Safely access and manage your business accounts on the go. Initiate payments, view balances and activity, transfer funds, and make mobile deposits with this secure mobile banking solution.

(11)