Best apps like Stonebridge Advisers

10+ similar apps compared and reviewed

3.5 avg rating
10 free apps
Updated August 2026
Stonebridge Advisers
Stonebridge Advisers
Stonebridge Investment Counsel, LLC

Stonebridge Advisers is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Stonebridge Advisers

StoneX Wealth Access#2

StoneX Wealth Access by StoneX Group Inc.

StoneX Wealth Access
Strong Contender
💰 Finance
2.3(3 ratings)
Free
StoneX Wealth Access screenshot 1
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Access your investment portfolio and account activity on the go. View, download, and share trade confirmations, statements, and tax documents. Stay informed with portfolio-specific news and detailed information on your open positions.

OneAscent#3

OneAscent by OneAscent

Worth Considering
💰 Finance
4.8(8 ratings)
Free
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Access your investment portfolio data through a streamlined and intuitive mobile interface. View your financial information with ease and clarity.

More apps like Stonebridge Advisers

4
DataDasher
DataDasher
DataDasher
AI for Financial Advisors
Free

This AI-powered assistant helps financial advisors by analyzing client communications like emails and meetings. It automatically generates compliant notes, summaries, and action items, streamlining preparation and follow-ups. Seamless integration with cloud storage and CRMs enhances client relationship management and business outcomes.

AI-powered notetakingAnalysis of emails, meetings, and CRM dataAutomated summaries and action items
💰 Finance
(4)
free
5
OneAscent Portal
OneAscent Portal
OneAscent Portal
by OneAscent Financial Services, LLC
Free
💰 Finance
(0)
6
SBSWMO Mobile Banking
SBSWMO Mobile Banking
SBSWMO Mobile Banking
by Security Bank of Southwest Missouri
Free

Manage your finances conveniently and securely from your mobile device. Check balances, view transaction history, transfer funds, and pay bills with ease. Access bank locations and contact information directly through the app.

Check account balancesView account activity and historyTransfer money between accounts
💰 Finance
(4)
free
7
Dunham Mobile
Dunham Mobile
Dunham Mobile
by DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
Free

Manage your investment accounts on the go. View statements, confirmations, and easily reset your password. Stay connected to your financial information anytime, anywhere.

Account accessView statementsView confirmations
💰 Finance
(5)
free
8
Fair Market Value: GrahamValue
Fair Market Value: GrahamValue
Fair Market Value: GrahamValue
Warren Buffett Intrinsic Value
Free

This app helps investors determine a stock's fundamental value using the Graham number formula. It calculates an upper price bound for defensive investors, identifying potentially undervalued stocks for investment.

Calculates Graham NumberMeasures fundamental stock valueIdentifies undervalued stocks
💰 Finance
(1)
free
9
SA Stone Mobile
SA Stone Mobile
SA Stone Mobile
SA Stone Mobile Wealth Access
Free

Access your investment accounts, check balances and holdings, and view recent activity. Stay informed with tailored market news and connect directly with your financial advisor.

Check investment account balancesView holdings and activitiesConnect with financial advisor
💰 Finance
(6)
free
10
HCB by Hack Club
HCB by Hack Club
HCB by Hack Club
Open-source nonprofit neobank
Free

This nonprofit neobank app empowers local hackathons, clubs, and teams to manage funds, collect donations, and issue cards. It offers real-time transaction tracking, instant card management, and effortless receipt handling.

Track organization balances and transactionsInstantly manage and issue cardsEffortless receipt tracking and uploading
💰 Finance
(7)
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