Best Financial Advisor Magazine Apps

146+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated May 2026

With an average user rating of 4.6โ˜…, the financial advisor magazine category is one of the App Store's strongest. Browse all 146+ apps we track, sorted so the most loved ones surface first.

Compare top Financial Advisor Magazine Apps (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1EFEEFEFree4.6โ˜… (7.4K)YesNoJul 2026
2Aven Advisor: Credit Check AppAven Advisor: Credit Check AppFree4.6โ˜… (3.8K)YesNoJul 2026
3My Financial Advisor -BlueleafMy Financial Advisor -BlueleafFree3.9โ˜… (15)NoNoMay 2026
4Yahoo Finance: Stocks, MarketsYahoo Finance: Stocks, MarketsFree4.8โ˜… (622K)YesYesJul 2026
5Legacy Financial AdvisorsLegacy Financial AdvisorsFree5.0โ˜… (4)NoNoJul 2026
6Alpheva AI: Financial AdvisorAlpheva AI: Financial AdvisorFree4.3โ˜… (118)YesNoJun 2026
7Astor: AI Investment AdvisorAstor: AI Investment AdvisorFree4.7โ˜… (288)NoYesJul 2026
8Financial Times: Business NewsFinancial Times: Business NewsFree4.8โ˜… (24K)YesYesJul 2026

Top Picks for Financial Advisor Magazine

EFE#1

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Editor's Choice
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(7.4K ratings)
FreeAds
EFE screenshot 1
EFE screenshot 2
EFE screenshot 3
EFE screenshot 4
EFE screenshot 5
EFE screenshot 6

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

What We Love

  • ๐Ÿ‘ User-friendly
  • ๐Ÿš€ Easy to navigate
  • ๐Ÿ’ก Comprehensive account information
  • ๐Ÿ”’ Secure login process

Room to Improve

  • ๐Ÿ› Inconsistent data updates
  • ๐Ÿ” Limited functionality compared to website
  • ๐Ÿ” Difficulty linking external accounts
Aven Advisor: Credit Check App#2

Aven Advisor: Credit Check App by AVEN FINANCIAL TECHNOLOGIES, INC

Financial Advisor
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(3.8K ratings)
FreeAds
Aven Advisor: Credit Check App screenshot 1
Aven Advisor: Credit Check App screenshot 2
Aven Advisor: Credit Check App screenshot 3
Aven Advisor: Credit Check App screenshot 4
Aven Advisor: Credit Check App screenshot 5
Aven Advisor: Credit Check App screenshot 6

This app helps you understand your financial health by checking your credit score, monitoring home equity, and tracking spending. It also provides personalized loan offers and opportunities to win prizes.

What We Love

  • โญ Extremely intuitive, detailed and useful
  • โญ Helps monitor credit score

Room to Improve

  • ๐Ÿšจ Hard credit check when getting Starbucks offer
  • ๐Ÿšจ False advertising on Starbucks gift card offer
  • ๐Ÿšจ Connectivity issues, bugs, and payment verification problems
My Financial Advisor -Blueleaf#3

My Financial Advisor -Blueleaf by Blueleaf Wealth, Inc

Your Advisor, Always There.
Worth Considering
๐Ÿ’ฐ Finance
3.9(15 ratings)
Free
My Financial Advisor -Blueleaf screenshot 1
My Financial Advisor -Blueleaf screenshot 2
My Financial Advisor -Blueleaf screenshot 3
My Financial Advisor -Blueleaf screenshot 4
My Financial Advisor -Blueleaf screenshot 5
My Financial Advisor -Blueleaf screenshot 6

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.

More Financial Advisor Magazine apps to explore

4
Yahoo Finance: Stocks, Markets
Yahoo Finance: Stocks, Markets
Yahoo Finance: Stocks, Markets
Real-time quotes and news
Free

Track stocks, crypto, and other financial assets with real-time data and personalized news. Monitor your portfolio, set price alerts, and access in-depth financial information to make informed investment decisions.

Track personal portfolio performanceMonitor crypto assetsReal-time stock quotes and news
๐Ÿ’ฐ Finance
(622K)
free with in-app purchases
5
Legacy Financial Advisors
Legacy Financial Advisors
Legacy Financial Advisors
Legacy Financial
Free

This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.

View financial newsfeedAttend Zoom calls with advisorAccess eMoney client portal
๐Ÿ’ฐ Finance
(4)
free
6
Alpheva AI: Financial Advisor
Alpheva AI: Financial Advisor
Alpheva AI: Financial Advisor
Make More. Stress Less.
Free

This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.

Personalized financial insightsReal-time net worth and cash flow trackingInvestment dashboards
๐Ÿ’ฐ Finance
(118)
ad-supported
7
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free

This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.

AI investment advisorPortfolio analysisConnect financial accounts
๐Ÿ’ฐ Finance
(288)
free with in-app purchases
8
Financial Times: Business News
Financial Times: Business News
Financial Times: Business News
Daily UK & Global Market News
Free

Access in-depth global business and financial news, market insights, and expert analysis. Enjoy free access to podcasts, videos, and a limited number of articles monthly. Offers personalized news feeds and offline reading capabilities.

Global business and financial journalismMarket insights and stock trackingPersonalized news feeds (MyFT)
๐Ÿ“ก News
(24K)
freemium
9
Frazier Financial Advisors
Frazier Financial Advisors
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.

Interactive financial dashboardDynamic investment reportsSecure document vault
๐Ÿ’ฐ Finance
(1)
free
10
AI Finance Advisor
AI Finance Advisor
AI Finance Advisor
AI-Based Financial Advice
Free

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.

Personalized AI financial adviceDiverse AI expert selectionBudgeting and debt management tools
๐Ÿ’ฐ Finance
(5)
freemium
11
BetterInvesting Magazine
BetterInvesting Magazine
BetterInvesting Magazine
by National Association of Investors Corporation d/b/a BetterInvesting
Free

This finance app offers unbiased investing news, insights, and support for all experience levels. It provides stock and mutual fund ideas, company profiles, financial education, and economic commentary. Access commonsense practices to navigate today's market effectively.

Unbiased investing newsStock and mutual fund ideasIn-depth company profiles
๐Ÿ’ฐ Finance
(4)
free with in-app purchases
12
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
๐Ÿ’ฐ Finance
(17K)
free with in-app purchases
13
Betterment Invest & Save Money
Betterment Invest & Save Money
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.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
๐Ÿ’ฐ Finance
(63K)
free with in-app purchases
14
Pure Financial Advisors
Pure Financial Advisors
Pure Financial Advisors
by Pure Financial Advisors
Free

Manage your finances with an intuitive dashboard, secure document storage, and interactive reports. This app offers budgeting tools and a comprehensive financial overview in a user-friendly mobile interface.

Interactive financial dashboardDynamic investment reportsSecure document vault
๐Ÿ’ฐ Finance
(1)
free
15
Edward Jones
Edward Jones
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.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
๐Ÿ’ฐ Finance
(134K)
free
16
Capstone Financial Advisors
Capstone Financial Advisors
Capstone Financial Advisors
by Capstone Financial Advisors Inc.
Free

Access your complete financial picture with an interactive dashboard. Securely view documents from your advisor, track investments, and manage your financial decisions anytime, anywhere.

Interactive financial dashboardView complete financial pictureAccess documents from advisor
๐Ÿ’ฐ Finance
(1)
free
17
Beacon Financial Advisors
Beacon Financial Advisors
Beacon Financial Advisors
by Beacon Financial Advisors, Inc.
Free

Access your financial account information on the go. View account values, investment holdings, and portfolio activity directly from your smartphone. Review monthly statements conveniently.

View account valuesTrack investment holdingsMonitor portfolio activity
๐Ÿ’ฐ Finance
(1)
free
18
SYM Financial Advisors
SYM Financial Advisors
SYM Financial Advisors
by SYM Financial Advisors
Free
๐Ÿ’ฐ Finance
(0)
19
Tompkins Financial Advisors
Tompkins Financial Advisors
Tompkins Financial Advisors
by Tompkins Financial Corporation
Free
๐Ÿ’ฐ Finance
(0)
20
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
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.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
๐Ÿ’ฐ Finance
(177K)
free

FAQ about Financial Advisor Magazine

What are the best financial advisor magazine apps for iPhone?
EFE tops our financial advisor magazine apps ranking as of May 2026, with a 4.6-star average from 7.4K App Store ratings, and it's free to download.
Yes โ€” 20 of the top financial advisor magazine apps we rank are free to download, including EFE and Aven Advisor: Credit Check App.
EFE shows ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 146+ financial advisor magazine apps on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.
The EFE app helps you access your financial accounts and track progress towards your financial goals. It allows you to view your total portfolio, link external accounts, and connect with financial advisors or planners.
Key features include tracking retirement goal progress, viewing total portfolio and account details, linking outside accounts, viewing your net worth, and connecting with an advisor or planner. Professional Management members can also review their activity feed and quarterly statements.