144+ iOS apps curated and reviewed
The best financial advisors apps on iPhone average 4.7★ across 144+ titles — we've ranked them by what real users actually keep on their phones. Updated June 2026.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 5.0★ (4) | No | No | May 2026 |
| 2 |  | Free | 5.0★ (1) | No | No | May 2026 |
| 3 |  | Free | 5.0★ (1) | No | No | May 2026 |
| 4 |  | Free | 5.0★ (1) | No | No | Jul 2026 |
| 5 |  | Free | — | No | No | May 2026 |
| 6 |  | Free | — | No | No | May 2026 |
| 7 |  | Free | — | No | No | May 2026 |
| 8 |  | Free | 4.6★ (3.8K) | Yes | No | Jul 2026 |
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.
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.
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.
Access your complete financial picture with an interactive dashboard. Securely view documents from your advisor, track investments, and manage your financial decisions anytime, anywhere.
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.
Manage your investment accounts on the go with this mobile app. Access your portfolio and financial information securely from your smartphone or tablet. Contact your advisor to get started.
This private portfolio app is designed exclusively for clients of Cahill Financial Advisors. It provides secure access to manage your financial information and track your investments.
Access your financial account information on the go. View account values, investment holdings, and portfolio activity directly from your smartphone. Review monthly statements conveniently.
Connect with your financial advisor and manage your accounts seamlessly. View investments, store documents securely, and access market insights. Stay informed with the latest news and videos.
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.
Stay informed with timely content on market trends and financial planning. Connect with your team via direct messaging and scheduled Zoom calls. Access resources and receive alerts for important events.
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.
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.