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.

Top Picks for Advisor Mobile

Client Access#2

Client Access by Raymond James Financial, Inc.

Strong Contender
💰 Finance
4.0😐(152 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

Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.

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

More Advisor Mobile apps to explore

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

Plan your next trip with ease using our all-in-one travel companion app. Get personalized recommendations, book accommodations, discover exciting activities, and read reviews from fellow travelers. Start exploring new destinations today!

✈️ Travel
(471K)
5
Field & Main Mobile
Field & Main Mobile
Field & Main Mobile
by Field & Main Bank
Free

Field Management App: Streamline your workforce with our all-in-one solution for team management, task assignment, and progress tracking in the field. Keep your operations running smoothly and efficiently. Try it now!

💰 Finance
(1.4K)
6
CitiBusiness® Mobile
CitiBusiness® Mobile
CitiBusiness® Mobile
CitiBusiness Online Mobile App
Free

Access your commercial accounts securely on-the-go with the CitiBusiness Online Mobile App. Manage your accounts, deposit checks, monitor balances, make payments and approvals conveniently from anywhere in the US.

💰 Finance
(5.5K)
7
SIMPLE Mobile My Account
SIMPLE Mobile My Account
SIMPLE Mobile My Account
by Tracfone Wireless Inc.
Free

Manage your wireless service on the go with the app - view service details, track data usage, make payments, manage account features, and more. Not a customer? Switch now! [Visit here for more information](https://www.simplemobile.com).

🔧 Utilities
(19K)
8
Mechanics Bank Mobile Banking
Mechanics Bank Mobile Banking
Mechanics Bank Mobile Banking
by Mechanics Bank
Free

Access your accounts conveniently and securely with the mobile app – check balances, deposit checks, transfer funds, pay bills, and more. Download now and sign in with your Mechanics Bank Online Banking credentials to get started.

💰 Finance
(11K)
9
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)
10
Mechanics Bank Mobile Plus
Mechanics Bank Mobile Plus
Mechanics Bank Mobile Plus
Mechanics Bank Mobile Plus
Free
💰 Finance
(630)
11
trivago: Compare hotel prices
trivago: Compare hotel prices
trivago: Compare hotel prices
5 million deals from top sites
Free

Compare prices from top hotel booking sites, get exclusive mobile rates, receive price drop alerts, save favorite accommodations, and read aggregated guest reviews with the app. Search over 5 million properties worldwide. Download for free to simplify your hotel search and start saving on your next trip. Visit the app's website for more details.

✈️ Travel
(62K)
12
The Bank of Princeton Mobile
The Bank of Princeton Mobile
The Bank of Princeton Mobile
by Bank of Princeton
Free

Access your funds with ease using our mobile banking app from The Bank of Princeton. Check balances, transfer funds, and make deposits on-the-go. Download now for seamless banking on your phone!

💰 Finance
(153)
13
Equity Bank
Equity Bank
Equity Bank
by Equity Bank NA
Free

Access all your financial information in one place with Equity Bank's mobile app. From balances to transaction history, it's free, fast, and packed with features. Download now for quick and convenient banking on-the-go.

💰 Finance
(2.3K)
14
SMBT Mobile
SMBT Mobile
SMBT Mobile
by Southern Michigan Bancorp, Inc.
Free

Discover new local businesses and services in your area, review and share your experiences with others. Support small businesses by participating in the community and finding everything you need right at your fingertips. Join now to explore and support local!

💰 Finance
(1.4K)
15
My FSB Mobile
My FSB Mobile
My FSB Mobile
by First State Bank
Free
💰 Finance
(698)
16
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)
17
Lucky Mobile My Account
Lucky Mobile My Account
Lucky Mobile My Account
Manage your account on the go
Free

A mobile application that allows users to manage their Lucky Mobile services, such as activating with an eSIM or SIM card, checking balances, managing plans and add-ons, monitoring usage, and more. Stay connected on the go without needing data - simply download the app with a Wi-Fi connection.

🔧 Utilities
(876)
18
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
(1.5K)
19
First Federal Community Mobile
First Federal Community Mobile
First Federal Community Mobile
by First Federal Community Bank, National Association
Free

Access all your accounts effortlessly with our mobile app. Manage finances, deposit checks, transfer funds, pay bills, and more with ease. Enable Touch ID or Face ID for quick access, and enjoy enhanced navigation for a seamless banking experience. Download now for convenient banking on-the-go!

💰 Finance
(874)
20
BFE Mobile
BFE Mobile
BFE Mobile
by BENJAMIN F. EDWARDS & COMPANY, INC.
Free

This mobile app allows users to view account information and balances, and easily contact their advisor. Download the app to conveniently manage your accounts on-the-go.

💰 Finance
(12)