Best Advisor Mobile Apps

217+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

From beginner-friendly picks to power-user tools, our advisor mobile list covers 217+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.

Compare top Advisor Mobile Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Advisor MobileAdvisor MobileFreeNoNoMay 2026
2Client AccessClient AccessFree4.0★ (154)NoNoJun 2026
3Ameriprise Advisor DepositAmeriprise Advisor DepositFree4.6★ (81)NoNoMay 2026
4Tripadvisor: Plan & Book TripsTripadvisor: Plan & Book TripsFree4.8★ (477K)YesNoJul 2026
5Field & Main MobileField & Main MobileFree4.9★ (1.4K)YesNoJul 2026
6CitiBusiness® MobileCitiBusiness® MobileFree4.7★ (5.7K)NoNoJul 2026
7SIMPLE Mobile My AccountSIMPLE Mobile My AccountFree4.8★ (19K)NoNoJul 2026
8Mechanics Bank Mobile BankingMechanics Bank Mobile BankingFree4.8★ (12K)YesNoJul 2026

Top Picks for Advisor Mobile

Client Access#2

Client Access by Raymond James Financial, Inc.

Strong Contender
💰 Finance
4.0😐(154 ratings)
Free
Client Access screenshot 1
Client Access screenshot 2
Client Access screenshot 3
Client Access screenshot 4
Client Access screenshot 5
Client Access screenshot 6

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

What We Love

  • 👍 Easy to use interface
  • 🚀 Fast performance and quick access to information
  • 📊 Comprehensive account and portfolio information
  • 🔒 Secure authentication options (Face ID, Touch ID)

Room to Improve

  • 🐛 Persistent login issues and authentication failures
  • 🐛 App crashes and freezes frequently
  • 📉 Lacks data visualization and charting capabilities
Ameriprise Advisor Deposit#3

Ameriprise Advisor Deposit by Ameriprise

Worth Considering
💰 Finance
4.6(81 ratings)
Free
Ameriprise Advisor Deposit screenshot 1
Ameriprise Advisor Deposit screenshot 2
Ameriprise Advisor Deposit screenshot 3

This application is designed exclusively for Ameriprise Financial Advisors and their staff. It streamlines the process of depositing checks directly into client accounts. Access requires valid Ameriprise credentials.

More Advisor Mobile apps to explore

4
Tripadvisor: Plan & Book Trips
Tripadvisor: Plan & Book Trips
Tripadvisor: Plan & Book Trips
Hotels, Restaurants, Tours
Free

Discover destinations, plan trips, and book hotels and tours with recommendations from millions of travelers. Earn rewards on bookings and activities, and organize your itineraries all in one place.

Millions of traveler reviewsBook hotels and experiencesEarn Trip Cash rewards
✈️ Travel
(477K)
ad-supported
5
Field & Main Mobile
Field & Main Mobile
Field & Main Mobile
by Field & Main Bank
Free

Manage your finances conveniently from your mobile device. This app offers a fast and secure way to access your accounts, deposit checks, make payments, and set up transfers. Customize your dashboard and receive alerts to stay on top of your financial status.

Customizable dashboardsTransaction tagging and notesMobile check deposit
💰 Finance
(1.4K)
free
6
CitiBusiness® Mobile
CitiBusiness® Mobile
CitiBusiness® Mobile
CitiBusiness Online Mobile App
Free

Manage your commercial accounts conveniently from your mobile device. Access your accounts securely anytime, anywhere, with features like mobile check deposit, balance monitoring, and transaction approvals. It simplifies business banking on the go.

Mobile check depositAccount balance monitoringInitiate payments and transfers
💰 Finance
(5.7K)
free
7
SIMPLE Mobile My Account
SIMPLE Mobile My Account
SIMPLE Mobile My Account
by TracFone Wireless, Inc.
Free

Manage your wireless service directly from your phone. Track data usage, view service end dates, and easily renew your service. You can also manage payment methods, devices, and find nearby retail locations.

Track data usageView service end dateRenew service with credit card or PIN
🔧 Utilities
(19K)
free
8
Mechanics Bank Mobile Banking
Mechanics Bank Mobile Banking
Mechanics Bank Mobile Banking
by Mechanics Bank
Free

Access your accounts conveniently and securely on the go. Check balances, deposit checks, transfer funds, and pay bills with ease. Locate branches and ATMs, and contact customer support directly from the app.

Check account balancesMobile check depositFingerprint login
💰 Finance
(12K)
free
9
Equitable Mobile App
Equitable Mobile App
Equitable Mobile App
Advice•Protection•Retirement
Free

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

Account access with FaceID/TouchIDConsolidated account viewAccess to historical documents
💰 Finance
(32K)
free
10
Mechanics Bank Mobile Plus
Mechanics Bank Mobile Plus
Mechanics Bank Mobile Plus
Mechanics Bank Mobile Plus
Free

Manage your finances on the go with this mobile banking app. Features include mobile deposits, card controls, bill payments, and secure login options. Designed for former HomeStreet Bank customers and new Mechanics Bank accounts opened after March 22, 2026.

Mobile DepositCard ControlsDigital Assistance
💰 Finance
(630)
ad-supported
11
trivago: Compare hotel prices
trivago: Compare hotel prices
trivago: Compare hotel prices
5 million deals from top sites
Free

Easily search and compare hotel prices from numerous booking sites to find accommodations with desired amenities at the best rates. Get exclusive mobile deals, price drop alerts, and read aggregated guest reviews to book with confidence.

Compare accommodation prices from major booking sitesExclusive mobile ratesPrice drop alerts
✈️ Travel
(279K)
free with in-app purchases
12
The Bank of Princeton Mobile
The Bank of Princeton Mobile
The Bank of Princeton Mobile
by Bank of Princeton
Free

Manage your personal banking accounts on the go. Check balances, review transaction history, transfer funds between accounts, and deposit checks remotely. Enjoy the convenience of banking from anywhere.

Check account balancesView transaction historyTransfer funds
💰 Finance
(153)
free with in-app purchases
13
Equity Bank
Equity Bank
Equity Bank
by Equity Bank NA
Free

Manage your finances from one secure app. Monitor balances, pay bills, transfer funds, deposit checks, and track spending. Access financial tools and security features for a comprehensive banking experience.

Account balance and activity monitoringBill payment and recurring paymentsFund transfers between accounts
💰 Finance
(2.8K)
free with in-app purchases
14
SMBT Mobile
SMBT Mobile
SMBT Mobile
by Southern Michigan Bancorp, Inc.
Free

Consolidate all your financial accounts into one convenient place. Manage transactions, set alerts, make payments, and deposit checks with ease. Secure your finances with advanced login options and access branch and ATM locations.

Aggregate financial accountsOrganize transactions with tags and notesSet balance alerts
💰 Finance
(1.5K)
free
15
My FSB Mobile
My FSB Mobile
My FSB Mobile
by First State Bank
Free

Manage your finances conveniently on the go with this mobile banking application. Access accounts, transfer funds, pay bills, and deposit checks securely. Features include budgeting tools, investment tracking, and customizable alerts.

Account balance and transaction historyFund transfersBill payment
💰 Finance
(739)
free
16
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases
17
Lucky Mobile My Account
Lucky Mobile My Account
Lucky Mobile My Account
Manage your account on the go
Free

Easily manage your mobile services, including plan changes, usage monitoring, and account top-ups. Activate new services with eSIM or SIM cards and track your rewards progress. Get support through live chat.

Activate eSIM or SIM CardRegister for Automatic Top-UpCheck balance and Top-Up
🔧 Utilities
(876)
free
18
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
💼 Business
(1.6K)
free
19
First Federal Community Mobile
First Federal Community Mobile
First Federal Community Mobile
by First Federal Community Bank, National Association
Free

Manage your finances on the go with this mobile banking app. Monitor accounts, deposit checks, make transfers, pay bills, and track your credit score. Enjoy quick and secure access with biometric login options.

Account managementMobile check depositFund transfers
💰 Finance
(874)
free
20
BFE Mobile
BFE Mobile
BFE Mobile
by BENJAMIN F. EDWARDS & COMPANY, INC.
Free

Access your financial account details, view balances, and connect with your advisor. This app provides a convenient way to manage your investments on the go.

View account informationCheck balancesContact advisor
💰 Finance
(12)
free

FAQ about Advisor Mobile

Are there free advisor mobile apps for iPhone?
Yes — 20 of the top advisor mobile apps we rank are free to download, including Advisor Mobile and Client Access.
Advisor Mobile has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 217+ advisor mobile apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.