Best Advisor Club Apps

202+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated May 2026

The best advisor club apps on iPhone average 4.6★ across 202+ titles — we've ranked them by what real users actually keep on their phones. Updated May 2026.

Top Picks for Advisor Club

EFE#3

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Worth Considering
💰 Finance
4.6😐(7.3K ratings)
FreeAds
EFE screenshot 1
EFE screenshot 2
EFE screenshot 3
EFE screenshot 4
EFE screenshot 5
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

More Advisor Club apps to explore

4
RA Guide
RA Guide
RA Guide
DJs, clubs & tickets
Free

Discover a comprehensive guide for DJs and club-goers to find events, venues, and artists in your area. Stay connected to the latest nightlife happenings and plan your outings effortlessly. Download now to enhance your clubbing experience!

🎵 Music
(7.9K)
5
DICE: Live Shows
DICE: Live Shows
DICE: Live Shows
Shows, Clubs & Festivals
Free

Experience live entertainment like never before with our app that connects you to upcoming shows, events, and clubs in your area. Discover new experiences, buy tickets, and make plans with friends easily. Elevate your nights out with DICE: Live Shows!

🎵 Music
(81K)
6
American Heritage VideoAdvisor
American Heritage VideoAdvisor
American Heritage VideoAdvisor
by American Heritage FCU
Free

Interact securely with trusted financial professionals through video chat, document sharing, and eSigning with the app. Communicate face-to-face, view financial content, and conduct business conveniently from anywhere. Experience a safe and effective tool for managing your financial matters. Start connecting today!

💰 Finance
(1.2K)
7
Survey Club
Survey Club
Survey Club
Earn money from Surveys
Free

Earn more and keep what you deserve with a rewards app that passes nearly all survey revenue directly to you, offering a transparent and premium experience with no points, gimmicks, or excessive fees. Download now to start maximizing your earnings with daily check-ins, play-to-earn games, and location rewards.

🌟 Lifestyle
(346)
8
Book Club by BookMovement
Book Club by BookMovement
Book Club by BookMovement
Home to 82,000 book clubs
Free

Join the community of 82,000 book clubs with this app designed to simplify your club experience. Access a shared bookshelf, meeting details, RSVPs, discussion questions, and more for an enhanced book club experience.

📚 Books
(210)
9
Jump AI
Jump AI
Jump AI
AI for wealth managers
Free

This AI-powered assistant helps wealth advisors manage client interactions and compliance tasks with efficiency and accuracy. Record meetings, upload and process them to get customized notes, and review past meetings with ease.

💰 Finance
(1K)
10
EpicHire
EpicHire
EpicHire
Put your club on the map
Free

Experience the ultimate college hiring app: Showcase your personality with photos and badges, connect with employers, build relationships, and land internships and full-time jobs. It's time to show how epic you really are!

💼 Business
(101)
11
The Club Hub
The Club Hub
The Club Hub
Club communication re-imagined
Free

This application streamlines club management for administrators and students, offering features such as membership and attendance tracking, automated notifications, and centralized communication. By using this tool, users can easily discover and join clubs, stay informed about meetings and updates, and simplify club administration.

📚 Education
(0)
12
Trip.com: Book Flights, Hotels
Trip.com: Book Flights, Hotels
Trip.com: Book Flights, Hotels
Car Rentals & Holiday Deals
Free

Discover & book flights, hotels, & car rentals with ease on a convenient travel platform. Start planning your next trip today!

✈️ Travel
(37K)
13
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.

💼 Business
(675)
14
TheFork - Restaurant bookings
TheFork - Restaurant bookings
TheFork - Restaurant bookings
Savour new dining adventures
Free

Discover a leading restaurant booking platform for unique dining experiences that offers fast online booking, exclusive discounts, community reviews, a vast restaurant selection, curated INSIDER recommendations, and loyalty rewards. Join now for a delightful culinary journey!

🍔 Food & Drink
(59K)
15
My Financial Advisor -Blueleaf
My Financial Advisor -Blueleaf
My Financial Advisor -Blueleaf
Your Advisor, Always There.
Free

This app allows users to easily track their financial portfolio, including account balances and investment holdings, and understand how market conditions impact their performance. It also enables users to connect with their financial advisor through multiple channels, providing a convenient way to stay on top of their finances anytime, anywhere.

💰 Finance
(15)
16
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

💼 Business
(1.6K)
17
Ameriprise Advisor Deposit
Ameriprise Advisor Deposit
Ameriprise Advisor Deposit
by Ameriprise
Free

This application allows Ameriprise Financial Advisors and staff to deposit checks into client accounts securely. To access the application, users must log in with their Ameriprise credentials.

💰 Finance
(81)
18
Clubs Advisor
Clubs Advisor
Clubs Advisor
by Luigi Padovani
Free
🌟 Lifestyle
(0)
19
Elite Advisor Success System™
Elite Advisor Success System™
Elite Advisor Success System™
Financial Advisor Training
Free
📚 Education
(0)
20
Get Good With Money Club
Get Good With Money Club
Get Good With Money Club
Choose CHANGE. Choose YOU!
Free

Join a private community that offers access to financial experts, education, and support to help you take control of your finances. Gain the knowledge and motivation you need to make a change and achieve financial stability with live sessions, expert advice, and accountability tools.

💰 Finance
(23)