Best Equitable Advisors Apps

249+ iOS apps curated and reviewed

4.9 avg rating
20 free apps
Updated August 2026

Equitable Mobile App is the household name in equitable advisors, but it's far from the only option. We track 249+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Equitable Advisors Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Equitable Mobile AppEquitable Mobile AppFree4.7★ (32K)NoNoAug 2026
2Equitable Retirement GuideEquitable Retirement GuideFree5.0★ (6)NoNoMay 2026
3RZH AdvisorsRZH AdvisorsFreeNoNoMay 2026
4JH AdvisorsJH AdvisorsFreeNoNoJul 2026
5Capital Group PlanPremier401kCapital Group PlanPremier401kFree4.8★ (11K)NoNoAug 2026
6Equitable E-BankingEquitable E-BankingFree4.9★ (920)NoNoAug 2026
7Innovative Asset Advisors Grp.Innovative Asset Advisors Grp.FreeNoNoJun 2026
8Equitable TrustEquitable TrustFree5.0★ (1)NoNoAug 2026

Top Picks for Equitable Advisors

Equitable Mobile App#1

Equitable Mobile App by Equitable Financial Services, LLC

Advice•Protection•Retirement
Editor's Choice
💰 Finance
4.7😞(32K ratings)
Free
Equitable Mobile App screenshot 1
Equitable Mobile App screenshot 2
Equitable Mobile App screenshot 3
Equitable Mobile App screenshot 4
Equitable Mobile App screenshot 5
Equitable Mobile App screenshot 6

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.

What We Love

  • 👍 Easy to use
  • 🚀 Efficient app performance
  • 💡 Convenient account access
  • 🔒 Secure login options

Room to Improve

  • 🐛 Frequent crashes and bugs
  • ⏱️ Slow loading times
  • 🔍 Limited functionality
Equitable Retirement Guide#2

Equitable Retirement Guide by Equitable Financial Services, LLC

Build a financial future
Strong Contender
💰 Finance
5.0(6 ratings)
Free
Equitable Retirement Guide screenshot 1
Equitable Retirement Guide screenshot 2
Equitable Retirement Guide screenshot 3
Equitable Retirement Guide screenshot 4
Equitable Retirement Guide screenshot 5
Equitable Retirement Guide screenshot 6

This app offers tools and resources for financial professionals and new investors to plan for a secure future. It allows customization of hypothetical scenarios, access to historical data, and creation of digital reports. Explore various retirement strategies designed for growth and income.

More Equitable Advisors apps to explore

4
JH Advisors
JH Advisors
JH Advisors
by Jamison Hanson Advisors LLC
Free
💰 Finance
(0)
5
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported
6
Equitable E-Banking
Equitable E-Banking
Equitable E-Banking
by Equitable Bank
Free

Manage all your bank accounts, including those from other institutions, in one place. This app offers tools for transaction organization, bill payments, money transfers, mobile check deposits, and card management. It prioritizes security with passcode and biometric login options.

Aggregate all financial accountsOrganize transactions with tags and notesSet balance alerts
💰 Finance
(920)
free with in-app purchases
7
Innovative Asset Advisors Grp.
Innovative Asset Advisors Grp.
Innovative Asset Advisors Grp.
by Innovative Asset Advisors Group LLC
Free
💰 Finance
(0)
8
Equitable Trust
Equitable Trust
Equitable Trust
by Equitable Trust Company, Inc.
Free

Access your financial information and connect with your advisor on the go. This mobile portal provides secure access to your account data anytime, anywhere. Clients require login credentials from their advisor to use the app.

Account data accessConnect with financial teamOn-the-go access
💰 Finance
(1)
free
9
Concurrent Advisors Portal
Concurrent Advisors Portal
Concurrent Advisors Portal
by Concurrent Investment Advisors, LLC
Free
💼 Business
(0)
10
Geometric Wealth Advisors
Geometric Wealth Advisors
Geometric Wealth Advisors
by Geometric Wealth Advisors, LLC
Free
💰 Finance
(0)
11
Integrity Wealth Advisors
Integrity Wealth Advisors
Integrity Wealth Advisors
by Integrity Trust Company, LLC
Free
💰 Finance
(0)
12
EQ Wealth Advisors
EQ Wealth Advisors
EQ Wealth Advisors
by EQ Wealth Advisors, LLC
Free
💰 Finance
(0)
13
Avalon Advisors
Avalon Advisors
Avalon Advisors
by Wealth Access
Free
💰 Finance
(0)
14
PFG Advisors
PFG Advisors
PFG Advisors
by Priority Financial Group, LLC
Free
💰 Finance
(0)
15
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors
by Turtle Creek Wealth Advisors LLC
Free
💰 Finance
(0)
16
CORE Wealth Advisors
CORE Wealth Advisors
CORE Wealth Advisors
by CORE Wealth Advisors, Inc.
Free
💼 Business
(0)
17
Tiedemann Advisors
Tiedemann Advisors
Tiedemann Advisors
by Tiedemann Advisors
Free
💰 Finance
(0)
18
Davivienda Advisors
Davivienda Advisors
Davivienda Advisors
by BCP ADVISORS, LLC
Free
💰 Finance
(0)
19
SYM Financial Advisors
SYM Financial Advisors
SYM Financial Advisors
by SYM Financial Advisors
Free
💰 Finance
(0)
20
Capital Advisors APP
Capital Advisors APP
Capital Advisors APP
by Fintree Servicios y Asesorias Financieras SpA
Free
💰 Finance
(0)

FAQ about Equitable Advisors

What are the best equitable advisors apps for iPhone?
Equitable Mobile App tops our equitable advisors apps ranking as of August 2026, with a 4.7-star average from 32K App Store ratings, and it's free to download.
Yes — 20 of the top equitable advisors apps we rank are free to download, including Equitable Mobile App and Equitable Retirement Guide.
Equitable Mobile App has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 249+ equitable advisors apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
The app allows you to manage your financial accounts, investments, and retirement plans on the go. You can view account activity and balances, research and change investment options, update your profile information, and schedule payments. It also provides access to up to seven years of documents and helps you connect with your financial professional.
The app is protected by safeguards similar to those used to protect your privacy and security online. This includes support for biometric authentication like FaceID® and TouchID® for secure access to your accounts.