Comparison

Guide Wealth vs AdviceWorks®

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

Head to head
About

Guide Wealth

Access your account details and balances, and connect with your financial advisor. An existing relationship with Guide Wealth Management LLC is necessary to utilize this application.

Highlights
  • View account information
  • Check balances
  • Contact advisor
  • Secure access
Features
Read full description

This Mobile App allows you to view account information, balances and easily contact your advisor. An existing relationship with Guide Wealth Management LLC is required to use this App.

About

AdviceWorks®

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

Highlights
  • Comprehensive account overview dashboard
  • Net worth tracking with linked accounts
  • Secure document vault for statements and reports
  • Face ID/Touch ID login for enhanced security
  • Direct communication and document sharing with advisor
Read full description

Manage and view your full financial picture with the AdviceWorks app, available for clients with Cetera accounts. Experience seamless and intuitive control of your finances wherever you go! Our mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for greater collaboration. Contact your financial professional for access if you don’t already have a username and password. Unlock a suite of essential features: • Stay informed with a dashboard offering a comprehensive overview of your accounts and investment performance • Gain insight into your total net worth, including any linked accounts from other financial institutions, home valuation, and other non-liquid assets • Effortlessly manage financial documents, including account statements, confirms, and advisory reports • Access a secure personal document vault to store digital copies of everything from past tax returns to cherished family photos • Rest easy knowing your information is safeguarded by industry-leading security and encryption measures, including login with Face ID or Touch ID • Foster easy communication with your financial professional through accessible contact details and document sharing capabilities Cetera Financial Group® refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Screenshots

Guide Wealth4 screens
AdviceWorks®4 screens

Verdict

The call

The clearest difference is rating: Guide Wealth at 5.0 against AdviceWorks®'s 3.7. AdviceWorks®'s advantage is update cadence (monthly vs every 7 months) and ratings volume (139 vs 1). On price, ads, in-app purchases and monetization model there is nothing between them.

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.

ReceptionRating · Positive reviews · Number of ratings

Guide Wealth holds the better App Store score, 5.0 against 3.7. That said, the two scores are not equally well evidenced: AdviceWorks® has 139 ratings behind it against 1, so its average is the more settled of the two.

UpkeepUpdate frequency

Guide Wealth ships an update every 7 months, AdviceWorks® monthly. The most recent releases landed on September 17, 2026 and September 29, 2026 respectively.

Scorecard3 real differences · 7 level
Guide Wealth versus AdviceWorks®: the parameters behind the verdict, then further details
ParameterGuide WealthAdviceWorks®
PriceFreeFree
Rating5.0 (1 ratings) — better3.7 (139 ratings)
Positive reviews—16.1% of reviews
Number of ratings1139 — better
Update frequencyEvery 7 monthsMonthly — better
AdsNoNo
In-app purchasesNoNo
MonetizationFreeFree
DevicesiPhone, iPad, iPod — betteriPhone, iPad
Requires iOS15.6 — better16.4
Further details — not scored
Size53 MB46 MB
Age rating4+4+
DeveloperGuide Wealth Management LLCCetera Financial Group®, Inc.

Customer experience

Guide Wealth

All ratings1 ratings
Positive100.0%
Neutral0.0%
Negative0.0%

AdviceWorks®

All ratings139 ratings
Positive64.0%
Neutral8.6%
Negative27.3%
Written reviews31 reviews
Positive16.1%
Neutral16.1%
Negative67.7%

Bugs and requests

Guide Wealth

Not enough reviews yet to summarise bugs or requests.

AdviceWorks®

Reported bugs

22 issues
  • Not logging in after updates
  • App requires turning off privacy settings to log in
  • Trades not showing for days
  • Holdings frequently missing
  • App logs out after closing
Show 17 more
  • Biometrics/password incorrect upon re-entry
  • Password autofill not working correctly
  • App crashes every time it's opened
  • App crashes frequently after updates
  • App requires update but then says it doesn't
  • Blank screen after loading
  • Account balances not updating
  • App is completely offline
  • Data not reflecting current account status
  • App requires manual synchronization of accounts
  • Accounts constantly need external re-authentication
  • App freezes on login screen
  • Incompatible with older devices
  • Login issues after updates
  • App crashes on second opening
  • Constant need to reset phone to log on
  • App error 2

Requested features

15 requests
  • Integrate features like organizing accounts, reviewing cash flows
  • Enable landscape mode for tablets
  • Add historical charts of balance or asset performance
  • Implement stock lookup functionality
  • Allow password changes within the app
Show 10 more
  • Display daily gain/loss information
  • Include a log of new trades
  • Improve account synchronization and re-authentication
  • Support SMS code auto-detection
  • Allow downloading cost basis
  • Improve UI design and color contrast
  • Provide more accurate balance reporting
  • Enhance app to offer more value than website
  • Fix portrait mode limitation
  • Improve two-factor authentication process

In-app purchases

None

Guide Wealth

No in-app purchases

None

AdviceWorks®

No in-app purchases

Questions

Is Guide Wealth free?
Guide Wealth is free to download, with no in-app purchases.
Is AdviceWorks® free?
AdviceWorks® is free to download, with no in-app purchases.
Which has better reviews, Guide Wealth or AdviceWorks®?
Guide Wealth is rated higher. Guide Wealth averages 5.0 out of 5 from 1 ratings, while AdviceWorks® averages 3.7 from 139 ratings.
Do Guide Wealth or AdviceWorks® have ads?
Neither Guide Wealth nor AdviceWorks® shows ads.
Which is updated more often, Guide Wealth or AdviceWorks®?
Guide Wealth ships an update every 7 months, and AdviceWorks® monthly. Most recently, Guide Wealth was updated on September 17, 2026 and AdviceWorks® on September 29, 2026.

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