Best Investment Advisor App

212+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated June 2026

From beginner-friendly picks to power-user tools, our investment advisor app list covers 212+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.

Top Picks for Investment Advisor App

dub: Social Investing App#2

dub: Social Investing App by DASTA Incorporated

Automate your investing
Strong Contender
💰 Finance
4.7😐(10K ratings)
FreeAdsIn-App Purchases
#26in Finance
dub: Social Investing App screenshot 1
dub: Social Investing App screenshot 2
dub: Social Investing App screenshot 3
dub: Social Investing App screenshot 4
dub: Social Investing App screenshot 5
dub: Social Investing App screenshot 6

This application functions as a platform for copy trading and creating investment portfolios. Users can either copy other investors or have their portfolios copied, trade portfolios of influential finance personalities and professionals, create their own portfolios, and compete by sharing their investment strategies. Start investing and sharing your portfolio today!

What We Love

  • 👍 Easy to use interface
  • 🚀 Convenient way to invest
  • 💡 Ability to copy successful investors
  • 🤝 Great community and support

Room to Improve

  • 🐛 Glitchy performance and bugs
  • 💰 High subscription fees
  • 🔒 Privacy concerns with personal information required
EFE#3

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Worth Considering
💰 Finance
4.6😐(7.3K ratings)
FreeAds
EFE screenshot 1
EFE screenshot 2
EFE screenshot 3
EFE screenshot 4
EFE screenshot 5
EFE screenshot 6

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

What We Love

  • 👍 User-friendly
  • 🚀 Easy to navigate
  • 💡 Comprehensive account information
  • 🔒 Secure login process

Room to Improve

  • 🐛 Inconsistent data updates
  • 🔍 Limited functionality compared to website
  • 🔍 Difficulty linking external accounts

More Investment Advisor App apps to explore

4
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.

💰 Finance
(85K)
5
Titan: Your Investment Team
Titan: Your Investment Team
Titan: Your Investment Team
Investing, Wealth Management
Free

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

💰 Finance
(7K)
6
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

💰 Finance
(177K)
7
MGO Investment Advisors
MGO Investment Advisors
MGO Investment Advisors
by Trust Company of America
Free
💰 Finance
(0)
8
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

💰 Finance
(17K)
9
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.

💰 Finance
(129K)
10
Beanstox: Automated Investing
Beanstox: Automated Investing
Beanstox: Automated Investing
Seriously Simple Investing®
Free

Automated Investing app offering over 5% on savings, personalized expert-built portfolios, and investments in 500 major US companies. Start with free Power Savings for 5% savings or free Stocks 500 for automated investing in a selection of US companies.

💰 Finance
(3.5K)
11
Moduit Advisor
Moduit Advisor
Moduit Advisor
Your Digital Investment Tool
Free
💰 Finance
(0)
12
thinkorswim: Trade. Invest.
thinkorswim: Trade. Invest.
thinkorswim: Trade. Invest.
TD Ameritrade trading App
Free

Access a powerful trading platform on your mobile device with features like trading stocks, options, futures, forex, live chat support, educational videos, and more. Try out new strategies risk-free with paper trading. Download now for a hands-on market experience.

💰 Finance
(325K)
13
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

💰 Finance
(109K)
14
TipRanks Stock Market Analysis
TipRanks Stock Market Analysis
TipRanks Stock Market Analysis
Investing, Trade, Finance News
Free

Get expert stock market analysis and ratings to make informed investment decisions. Stay ahead in the financial world with real-time data and insights. Download now for smarter investing.

💰 Finance
(18K)
15
Magnifi: Invest with AI
Magnifi: Invest with AI
Magnifi: Invest with AI
Plan, invest, analyze, grow
Free

Meet an AI-powered investing app designed to help you build personalized investing plans, make informed decisions, and manage multiple brokerage accounts effortlessly. Explore a marketplace of 15,000 stocks and funds tailored to your financial goals, all while enjoying access to interactive tools and a commission-free brokerage. Subscribe for as little as $11 per month and start optimizing your investments today!

💰 Finance
(377)
16
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.

💰 Finance
(83K)
17
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.

💰 Finance
(3.2M)
18
NPF Investment Advisors
NPF Investment Advisors
NPF Investment Advisors
by Norris Perne & French L L P
Free
💰 Finance
(1)
19
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

This application helps users plan, invest, and retire by calculating the future value of their investments using a predictive formula based on compound interest. Start investing today to potentially become a millionaire in the future!

💰 Finance
(220)
20
Dominant: AI Portfolio Advisor
Dominant: AI Portfolio Advisor
Dominant: AI Portfolio Advisor
Manage Stocks, Crypto & ETFs
Free
$49.99 | 100% OFF

Master cryptocurrency investing with our app designed for all levels of investors. Access a comprehensive 5-module course, interactive tools, and a supportive community. Start your journey today with a free module download and unlock premium features with a subscription.

💰 Finance
(1)