Best Financial Advisor Apps

250+ iOS apps curated and reviewed

4.8 avg rating
20 free apps
Updated October 2026

Out of 250+ financial advisor apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Compare top Financial Advisor Apps (October 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Rocket Money - Bills & BudgetsRocket Money - Bills & BudgetsFree4.5★ (402K)YesYesOct 2026
2EveryDollar: Budget ManagementEveryDollar: Budget ManagementFree4.7★ (84K)NoYesOct 2026
3AI Finance AdvisorAI Finance AdvisorFree4.6★ (11)NoYesOct 2026
4Debt Payoff Planner & TrackerDebt Payoff Planner & TrackerFree4.7★ (7.4K)YesYesOct 2026
5Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.4M)NoNoOct 2026
6NerdWallet: Smart Money AppNerdWallet: Smart Money AppFree4.8★ (125K)YesNoOct 2026
7Financial Advisor: Expert ChatFinancial Advisor: Expert ChatFree—NoYesOct 2026
8Financial AI AdvisorFinancial AI AdvisorFree5.0★ (2)NoYesJul 2026

Top Picks for Financial Advisor

Rocket Money - Bills & Budgets#1

Rocket Money - Bills & Budgets by Rocket Money

Subscription & Expense Manager
Editor's Choice
💰 Finance
4.5😊(402K ratings)
FreeAdsIn-App Purchases
#3in Finance
Rocket Money - Bills & Budgets screenshot 1
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Rocket Money - Bills & Budgets screenshot 5
Rocket Money - Bills & Budgets screenshot 6

This personal finance app helps you manage your money by tracking expenses, creating budgets, and automating savings. It also finds and cancels forgotten subscriptions and negotiates lower rates on your existing bills.

What We Love

  • 🚀 Comprehensive financial tracking
  • 👍 User-friendly interface
  • 💰 Helpful budgeting and savings features
  • 🔒 Secure account integration
  • 🤑 Ability to negotiate and lower bills
  • 📈 Provides credit score and financial insights

Room to Improve

  • 🐛 Buggy app performance and connectivity issues
  • 💸 Misleading or ineffective bill negotiation service
  • 🔍 Difficulty linking all accounts and transactions
  • 🔑 Requires access to sensitive financial information
  • 🕰 Lengthy setup and onboarding process
EveryDollar: Budget Management#2

EveryDollar: Budget Management by The Lampo Group Incorporated

Track Income, Bills & Spending
Strong Contender
💰 Finance
4.7😐(84K ratings)
FreeIn-App Purchases
#14in Finance
EveryDollar: Budget Management screenshot 1
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EveryDollar: Budget Management screenshot 5
EveryDollar: Budget Management screenshot 6

This app helps you create custom budgets, track expenses, and manage your money effectively. It aims to reveal hidden savings and empower you to pay off debt, build wealth, and achieve your financial goals.

What We Love

  • 👍 Useful budgeting tool
  • 🚀 Helps with financial organization
  • 💡 Customizable budgeting categories
  • 👍 Easy to use and intuitive
  • 🚀 Simplifies budgeting process

Room to Improve

  • 💰 Expensive subscription
  • 🐛 Connectivity issues with Canadian banks
  • 🐛 Bugs and glitches
  • 🔍 Lack of support and tutorials
  • 🚫 Limited functionality in free version
AI Finance Advisor#3

AI Finance Advisor by Infisecurity

AI-Based Financial Advice
Worth Considering
💰 Finance
4.6(11 ratings)
FreeIn-App Purchases
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This app uses AI to provide personalized financial advice, budgeting tools, and investment strategies. Choose from various AI experts to guide your financial journey and connect with a supportive community.

More Financial Advisor apps to explore

FAQ about Financial Advisor

What are the best financial advisor apps for iPhone?
Rocket Money - Bills & Budgets tops our financial advisor apps ranking as of October 2026, with a 4.5-star average from 402K App Store ratings, and it's free to download.
Yes — 20 of the top financial advisor apps we rank are free to download, including Rocket Money - Bills & Budgets and EveryDollar: Budget Management.
Rocket Money - Bills & Budgets shows ads and offers in-app purchases, according to its App Store listing as of October 2026.
We track 250+ financial advisor apps on the iOS App Store as of October 2026, ranked by rating, recency, and analysis of real user reviews.

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