Best Advice Financial Apps

101+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated May 2026

Out of 101+ advice financial apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Top Picks for Advice Financial

EFE#1

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Editor's Choice
💰 Finance
4.6😐(7.3K ratings)
FreeAds
EFE screenshot 1
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EFE screenshot 6

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

What We Love

  • 👍 User-friendly
  • 🚀 Easy to navigate
  • 💡 Comprehensive account information
  • 🔒 Secure login process

Room to Improve

  • 🐛 Inconsistent data updates
  • 🔍 Limited functionality compared to website
  • 🔍 Difficulty linking external accounts
Vanguard: Save, Invest, Retire#2

Vanguard: Save, Invest, Retire by The Vanguard Group, Inc.

Investing, Advice, Retirement
Strong Contender
💰 Finance
4.6😞(177K ratings)
FreeAds
#90in Finance
Vanguard: Save, Invest, Retire screenshot 1
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The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

What We Love

  • 🚀 Comprehensive investment app
  • 🤖 Exceptional way to recover lost funds
  • 👍 Majestic interface
  • 🤑 Best financial app

Room to Improve

  • 🕰️ Long wait times for customer service
  • 🐛 Inconsistent functionality
  • 🤯 Worthless app
AdviceWorks®#3

AdviceWorks® by Cetera Financial Group, Inc.

Client Access
Worth Considering
💰 Finance
3.7(121 ratings)
Free
AdviceWorks® screenshot 1
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Manage and view your full financial picture with our app, designed for clients with Cetera accounts. Stay informed with account overviews, manage financial documents securely, and communicate easily with your financial professional. Contact your financial professional for access today!

More Advice Financial apps to explore

4
Brightside Financial
Brightside Financial
Brightside Financial
Financial Care starts here
Free

Get personalized financial care and support tailored to your needs with this unique platform. Improve your financial health, manage debt, and save money effortlessly. Start your journey to financial well-being today!

💰 Finance
(1.4K)
5
Equitable Mobile App
Equitable Mobile App
Equitable Mobile App
Advice•Protection•Retirement
Free

Manage all your Equitable accounts conveniently with our mobile app. View balances, make payments, update information, and connect with financial professionals easily. Download now for simplified retirement and investment account management.

💰 Finance
(32K)
6
AI Finance Advisor
AI Finance Advisor
AI Finance Advisor
AI-Based Financial Advice
Free

This innovative app offers personalized financial guidance through advanced AI technology, providing users with tailored advice and strategies to achieve their financial goals, whether it's budgeting, investing, or managing debt. By choosing from a range of AI financial experts and connecting with a supportive community, users can take control of their financial journey and start working towards financial success today.

💰 Finance
(5)
7
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Access and manage your Thrivent accounts, monitor investments, and direct Choice Dollars easily from your phone with the secure Thrivent Mobile app. Align financial solutions with your needs and priorities to achieve what matters most for you and your community. Start managing your money with purpose today!

💰 Finance
(748)
8
Goldstar Financial
Goldstar Financial
Goldstar Financial
by Fine Advice Private Limited
Free
💰 Finance
(0)
9
eFinancialCareers: Jobs + News
eFinancialCareers: Jobs + News
eFinancialCareers: Jobs + News
Job Search & Career Advice
Free

Find the latest finance jobs and news updates tailored to your interests with eFinancialCareers. Stay informed and advance your career in the financial industry.

💼 Business
(184)
10
Financial Finesse
Financial Finesse
Financial Finesse
Your Financial Wellness Hub
Free

This financial wellness app helps users take control of their financial life with a personalized approach, offering a virtual financial coach, actionable steps, and expert guidance to achieve financial goals. By downloading the app, users can discover their financial wellness score, get tailored advice, and work towards a stress-free financial future.

💰 Finance
(9)
11
Henrie:  Ai Financial Coach
Henrie:  Ai Financial Coach
Henrie: Ai Financial Coach
Skip the fees, keep the advice
Free
💰 Finance
(0)
12
Five Lakes
Five Lakes
Five Lakes
by Sergio Rabiela
Free

Track your program's progress, manage accounts, connect with the Client Success Team, and get financial tips all in one place. Start optimizing your financial journey today!

💰 Finance
(4.3K)
13
Financial Advisor: Expert Chat
Financial Advisor: Expert Chat
Financial Advisor: Expert Chat
Get Instant Support & Advice
Free
💰 Finance
(0)
14
Farther: Invest & Save
Farther: Invest & Save
Farther: Invest & Save
Savings, investments, advice
Free

This application provides personalized financial guidance and management, utilizing technology to offer investment and savings advice, portfolio management, and tax-reducing strategies, all while maintaining visibility and control over your finances. With a dedicated financial advisor and modern interface, it helps users make informed decisions and achieve their financial goals.

💰 Finance
(164)
15
Pro Financial Advice Exam Test
Pro Financial Advice Exam Test
Pro Financial Advice Exam Test
Professional Financial Advice
Free
📚 Education
(0)
16
FIRE Financial Independence
FIRE Financial Independence
FIRE Financial Independence
FI - Retire Early
Free
💰 Finance
(0)
17
Corebridge
Corebridge
Corebridge
Action is everything.
Free

Track and manage your retirement savings with ease using our intuitive app. Monitor your portfolio, track progress, update contributions, and communicate with experts all in one secure place. Plan for your future with our financial calculator and go paperless for easy access to account information.

💰 Finance
(37)
18
Savvy Ladies
Savvy Ladies
Savvy Ladies
Financial Advice for Women
Free
💼 Business
(1)
19
Paradigm Press
Paradigm Press
Paradigm Press
by Paradigm Press, LLC
Free

Get ahead of the financial curve with our independent and unbiased insights, delivered directly to you through our app, offering easy access to expert analysis, real-time updates, and personalized notifications to help you build and protect your wealth. Download the app now to stay informed and achieve financial security.

💰 Finance
(70)
20
Zoe Financial
Zoe Financial
Zoe Financial
Your Way to Wealth
Free
💰 Finance
(7)