# Stifel Wealth Tracker vs AdviceWorks®

The clearest difference is rating: AdviceWorks® at 3.7 against Stifel Wealth Tracker's 3.2. On price, review sentiment, ratings volume and update cadence there is nothing between them.

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

AdviceWorks® holds the better App Store score, 3.7 against 3.2. Both are backed by a comparable volume of ratings — 183 and 139 respectively. Written reviews point the same way: 10% of Stifel Wealth Tracker's written reviews are positive against 16% of AdviceWorks®'s.

Stifel Wealth Tracker ships an update every 2 months, AdviceWorks® monthly. The most recent releases landed on October 2, 2026 and September 30, 2026 respectively.

## The numbers

| Metric | Stifel Wealth Tracker | AdviceWorks® |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [3.2 (183 ratings)](https://appshunter.io/ios/app/stifel-wealth-tracker/id1337753137/reviews) | **[3.7 (139 ratings)](https://appshunter.io/ios/app/adviceworks/id6466180905/reviews)** |
| Number of ratings | **183** | 139 |
| Positive reviews | 10.0% of reviews | **16.1% of reviews** |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 2 months | **Monthly** |
| Monetization | Free | Free |
| Size | 115 MB | 46 MB |
| Requires iOS | **16.0** | 16.4 |
| Devices | iPhone, iPad | iPhone, iPad |
| Age rating | 4+ | 4+ |
| Developer | [Stifel Financial Corp.](https://appshunter.io/developer/592251022) | [Cetera Financial Group®, Inc.](https://appshunter.io/developer/1313445777) |

## What reviewers say

### Stifel Wealth Tracker

[App page](https://appshunter.io/ios/app/stifel-wealth-tracker/id1337753137)

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

**Highlights:** Consolidated financial account view, Net worth tracking, Goal progress monitoring, Investment portfolio analysis, Asset and sector allocation illustration, Access to research reports, Connect with financial advisors

**Features:** macOS Compatibility, Apple Wallet, Vision Pro support

**In-app purchases:** none

**What reviewers like**

- 👍 Intuitive UI and navigation
- ✅ Improved stability recently
- 💡 Great idea for wealth management
- 📊 Helpful for viewing balances
- ✨ Nice visual appearance

**What reviewers complain about**

- 🐛 Woefully basic and buggy
- 📉 Limited functionality
- 🐌 Slow to load
- ❌ Inaccurate account balances
- 🚫 Can't view individual stock info

**Reported bugs**

- Multi-factor authentication required every login
- MFA codes taking minutes to arrive
- Portfolio account vanished
- App constantly crashes
- Individual stock information shows a blank screen

**Requested features**

- Ability to transfer funds to accounts
- More user ability to hide/customize account display options
- Fix individual stock information display
- Revert to previous version
- Add support for closed end funds


### AdviceWorks®

[App page](https://appshunter.io/ios/app/adviceworks/id6466180905)

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

**In-app purchases:** none

**What reviewers like**

- 👍 Access to accounts and documents
- 👍 Intuitive and straightforward navigation
- 👍 Face ID login support
- 👍 Seamless interface for tracking finances
- 👍 Useful for viewing account balances

**What reviewers complain about**

- 🐛 Frequent login issues
- 🐛 App crashes frequently
- 🐛 Inconsistent data updates
- 🐛 Missing key features from web version
- 🐛 Not user-friendly interface

**Reported bugs**

- 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

**Requested features**

- 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


## Frequently asked questions

### Is Stifel Wealth Tracker free?

Stifel Wealth Tracker 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, Stifel Wealth Tracker or AdviceWorks®?

AdviceWorks® is rated higher. Stifel Wealth Tracker averages 3.2 out of 5 from 183 ratings, while AdviceWorks® averages 3.7 from 139 ratings.

### Do Stifel Wealth Tracker or AdviceWorks® have ads?

Neither Stifel Wealth Tracker nor AdviceWorks® shows ads.

### Which is updated more often, Stifel Wealth Tracker or AdviceWorks®?

Stifel Wealth Tracker ships an update every 2 months, and AdviceWorks® monthly. Most recently, Stifel Wealth Tracker was updated on October 2, 2026 and AdviceWorks® on September 30, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*