Best Financial Advisor Apps

Fidelity Investments

Invest, save, plan in one app.

Free

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.

Debt Payoff Planner & Tracker

Debt Free Snowball Calculator

Free

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.

NerdWallet: Smart Money App

Track, Save & Invest

Free

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.

Acorns: Save & Invest Money

ETF, Stock Investing & Savings

Free

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.

Edward Jones

Track your goals on-the-go

Free

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.

Betterment Invest & Save Money

Investments & Cash Accounts

Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

Financial AI Advisor

Smart AI Financial Advisor

Free

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.

Spending Tracker

Take Control Of Your Money

Free

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.

Finny: AI Financial Advisor

Spending, Saving, & Planning

Free

This AI-powered financial advisor helps early-career professionals manage their money with clarity. It analyzes spending, builds budgets, and tracks financial goals, offering personalized guidance based on your real financial data. Feel calm, focused, and in control of your finances.

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Free

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.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

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.

Frazier Financial Advisors

by Frazier Financial Advisors, LLC

Free

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.