Best Financial Advisor Apps

4.5😊(395K ratings)

FreeAdsIn-App Purchases

#3in Finance

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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

AI Finance Advisor by Infisecurity

AI-Based Financial Advice

Strong Contender

4.6(11 ratings)

FreeIn-App Purchases

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.

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Worth Considering

EveryDollar: Budget Management

4.8😐(3.3M ratings)

Free

#16in Finance

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

More Financial Advisor apps to explore

Track Income, Bills & Spending

Create custom budgetsTrack expenses and transactionsManage bills and income

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.

(84K)

Debt Payoff Planner & Tracker

Debt Free Snowball Calculator

Customized debt repayment scheduleDebt Snowball payoff strategyDebt Avalanche payoff strategy

Create a personalized, step-by-step plan to pay off your loans faster. Input your debt details and budget to see customized repayment schedules and track your progress towards becoming debt-free.

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Financial Advisor: Expert Chat

Get Instant Support & Advice

Smart AI Financial Advisor

Future balance projectionsExpense and income trackingCustomizable budgeting

This app helps you manage your personal finances by tracking expenses, creating budgets, and setting savings goals. It offers unique forward-looking projections of your account balance and provides AI-powered advice for better financial planning, all while prioritizing your data privacy with local storage.

(2)

Acorns: Save & Invest Money

ETF, Stock Investing & Savings

Automated investingInvest spare changeRecurring investments

This app automates saving, investing, and spending to help you grow your financial wellness. It allows you to invest spare change, set recurring investments, and even invest in Bitcoin. You can also save for emergencies, retirement, and your children's futures.

NerdWallet: Smart Money App

(959K)

subscription

Track, Save & Invest

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

(125K)

Track your goals on-the-go

Edward Jones

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

(141K)

Morling Financial Advisors

by Morling Financial Advisors, LLC

JNBA Financial Advisors, LLC

by JNBA Financial Advisors

Take Control Of Your Money

Simple and intuitive interfaceFlexible time period tracking (Weekly, Monthly, Yearly)Budget mode with carry-over

Easily track your expenses and income to gain control over your finances. Set budgets, view spending summaries, and generate reports with interactive charts. Take the first step towards saving money by understanding where your money goes.

(19K)

by SYM Financial Advisors

SYM Financial Advisors

Frazier Financial Advisors

by Frazier Financial Advisors, LLC

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your complete financial picture with an intuitive dashboard, interactive reports, and secure document storage. This app offers budgeting tools and a central place to communicate with your financial advisor.

This app simplifies financial planning, insurance, and investments. It provides transparency and clarity on financial products, helping users understand where their money goes, budget effectively, and determine adequate protection without sharing personal data. Get instant insurance quotes and take control of your financial future.

Financial planning simplificationInsurance needs assessmentInvestment understanding

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

(15)

Fiduciary Financial Advisors

by Action Point Financial Planning, LLC

Tompkins Financial Advisors

by Tompkins Financial Corporation

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

(177K)