Best Advisor Mobile Apps

250+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated August 2026

From beginner-friendly picks to power-user tools, our advisor mobile list covers 250+ iPhone apps updated through August 2026. Compare ratings, prices, and screenshots in one place.

Compare top Advisor Mobile Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Advisor MobileAdvisor MobileFreeNoNoMay 2026
2Client AccessClient AccessFree4.0★ (154)NoNoJun 2026
3Ameriprise Advisor DepositAmeriprise Advisor DepositFree4.7★ (83)NoNoJul 2026
4Waterford Advisors MobileWaterford Advisors MobileFreeNoNoMay 2026
5GPWA MobileGPWA MobileFreeNoNoMay 2026
6WineAdvisor MobileWineAdvisor MobileFreeYesNoJul 2026
7Serenity MobileSerenity MobileFreeNoNoJul 2026
8Pinkerton MobilePinkerton MobileFreeNoNoMay 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
4.7(83 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
Waterford Advisors Mobile
Waterford Advisors Mobile
Waterford Advisors Mobile
by Waterford Advisors, LLC
Free
💰 Finance
(0)
5
GPWA Mobile
GPWA Mobile
GPWA Mobile
by Gaddis Premier Wealth Advisors, LLC
Free
💰 Finance
(0)
6
WineAdvisor Mobile
WineAdvisor Mobile
WineAdvisor Mobile
by Elka Soluciones Mexico S.A. de C.V.
Free
🍔 Food & Drink
(0)
7
Serenity Mobile
Serenity Mobile
Serenity Mobile
by Serenity Investment Advisors, LLC
Free
💰 Finance
(0)
8
Pinkerton Mobile
Pinkerton Mobile
Pinkerton Mobile
by Pinkerton Retirement Specialists LLC
Free
💰 Finance
(0)
9
Hemming & Mobile
Hemming & Mobile
Hemming & Mobile
by hemming& Wealth Management
Free
💰 Finance
(0)
10
MONECO Mobile
MONECO Mobile
MONECO Mobile
by Rocco & Associates Wealth Management, Inc.
Free
💰 Finance
(0)
11
SYM Financial Advisors
SYM Financial Advisors
SYM Financial Advisors
by SYM Financial Advisors
Free
💰 Finance
(0)
12
Booking.com: Hotels & Travel
Booking.com: Hotels & Travel
Booking.com: Hotels & Travel
Hotels, flights & car rentals
Free

Find and book accommodations, flights, and car rentals for your next trip. Offers flexible cancellation, 24/7 customer service, and mobile-only discounts. Manage your entire journey in one place.

Book accommodations, flights, and car rentalsFree cancellation on most properties24/7 customer service
✈️ Travel
(2.1M)
free with in-app purchases
13
CapitalAdvisors
CapitalAdvisors
CapitalAdvisors
by Capital Advisors, Inc.
Free
💰 Finance
(0)
14
REA Mobile
REA Mobile
REA Mobile
by RiversEdge Advisors, LLC
Free
💰 Finance
(0)
15
LFS Mobile
LFS Mobile
LFS Mobile
by Lighthouse Financial Services, Inc
Free
💰 Finance
(0)
16
Crystal Ball Advisor
Crystal Ball Advisor
Crystal Ball Advisor
by James Bosiljevac
Free
🎬 Entertainment
(0)
17
Gasaway Advisor
Gasaway Advisor
Gasaway Advisor
by Gasaway Investment Advisers, INC.
Free
💰 Finance
(0)
18
Apella Mobile
Apella Mobile
Apella Mobile
by Strategic Investment Holdings, LLC
Free
💰 Finance
(0)
19
Syntegra Mobile
Syntegra Mobile
Syntegra Mobile
by Syntegra Private Wealth Group, LLC
Free
💰 Finance
(0)
20
THOR Mobile
THOR Mobile
THOR Mobile
by THOR Investment Management, Inc.
Free
💰 Finance
(0)

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 August 2026.
We track 250+ advisor mobile apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.