Comparison

D.A. Davidson Client Access vs Physician Wealth Advisors

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

D.A. Davidson Client Access

Access your investment portfolio and connect with your financial advisors on the go. View account balances, holdings, and important documents. Receive notifications and communicate with your team easily.

Highlights
  • View account value, portfolio, and holdings
  • Personalized dashboard
  • Simplified navigation
  • Connect with D.A. Davidson team
  • Message center for notifications
  • Access statements and documents
Features
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Stay connected to your investments and your D.A. Davidson team wherever life takes you. The D.A. Davidson mobile app gives you a simpler, more intuitive way to see your financial picture from the convenience of your mobile device. Get the full picture at a glance. See your total account value, portfolio, balances, and holdings from a personalized dashboard. Simplified navigation helps you quickly find your activity, documents, and notifications with ease. Your team, always within reach. Connect with your D.A. Davidson team right from the dashboard, with convenient options to email, call, and navigate to your branch location. Stay up to date. Keep important notifications in one convenient place. The message center makes it easy to stay informed about your accounts. Keep important documents close. Easily find statements, tax documents, and other client communications whenever you need them. Disclosures - Account data shown in store images is intended for illustrative purposes only, does not reflect actual account data, and is not a recommendation. - This application is provided at no cost to users. While there is no fee to download the app, standard data, internet, or other charges from your wireless carrier or internet service provider may apply. - The examples used herein are for illustrative purposes and are not intended for use in determining future outcomes of any transaction. Any information contained herein does not constitute an offer, or a solicitation of any offer, to buy or sell any security, investment, or other product. - Investment products are not federally or FDIC insured, are not guaranteed by any financial institutions, and involve investment risks including possible loss of principal and fluctuation in value. - Securities and investment advisory services offered through D.A. Davidson & Co., a broker/dealer and registered investment adviser, member FINRA/SIPC. - By using the D.A. Davidson Client Access Mobile application, you accept the Client Access Terms and Conditions found at the bottom of the log-in screen. Copyright © 2026 D.A. Davidson & Co., member FINRA/SIPC.

About

Physician Wealth Advisors

Features
Read full description

Investment Management and Financial Planning for Physicians.

Screenshots

D.A. Davidson Client Access4 screens
Physician Wealth Advisors2 screens

Verdict

The call

D.A. Davidson Client Access and Physician Wealth Advisors are too close to call on the numbers: across 6 compared parameters — price, update cadence, ads and in-app purchases among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.

Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS

CostPrice · In-app purchases · Ads · Monetization

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

UpkeepUpdate frequency

D.A. Davidson Client Access ships an update every 4 months, Physician Wealth Advisors every 5 months. The most recent releases landed on November 1, 2026 and October 2, 2026 respectively.

ScorecardNo meaningful differences
D.A. Davidson Client Access versus Physician Wealth Advisors: the parameters behind the verdict, then further details
ParameterD.A. Davidson Client AccessPhysician Wealth Advisors
PriceFreeFree
Rating3.5 (34 ratings) — better—
Positive reviews44.4% of reviews—
Number of ratings34 — better—
Update frequencyEvery 4 months — betterEvery 5 months
AdsNoNo
In-app purchasesNoNo
MonetizationFree—
DevicesiPhone, iPad, iPodiPhone, iPad, iPod
Requires iOS15.115.1
Further details — not scored
Size50 MB44 MB
Age rating4+4+
DeveloperD. A. Davidson CompaniesPhysician Wealth Advisors

In-app purchases

None

D.A. Davidson Client Access

No in-app purchases

None

Physician Wealth Advisors

No in-app purchases

Questions

Is D.A. Davidson Client Access free?
D.A. Davidson Client Access is free to download, with no in-app purchases.
Is Physician Wealth Advisors free?
Physician Wealth Advisors is free to download, with no in-app purchases.
Do D.A. Davidson Client Access or Physician Wealth Advisors have ads?
Neither D.A. Davidson Client Access nor Physician Wealth Advisors shows ads.
Which is updated more often, D.A. Davidson Client Access or Physician Wealth Advisors?
D.A. Davidson Client Access ships an update every 4 months, and Physician Wealth Advisors every 5 months. Most recently, D.A. Davidson Client Access was updated on November 1, 2026 and Physician Wealth Advisors on October 2, 2026.

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