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Best Merit Financial Advisors Apps

250+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated September 2026

With an average user rating of 4.6★, the merit financial advisors category is one of the App Store's strongest. Browse all 250+ apps we track, sorted so the most loved ones surface first.

Compare top Merit Financial Advisors Apps (September 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Merit Financial AdvisorsMerit Financial AdvisorsFree3.7★ (3)NoNoMay 2026
2Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoSep 2026
3CORE Wealth AdvisorsCORE Wealth AdvisorsFree—NoNoJun 2026
4Merit Asset ManagementMerit Asset ManagementFree—NoNoSep 2026
5Facet: Financial PlanningFacet: Financial PlanningFree4.9★ (22)NoNoSep 2026
6Certified Financial GroupCertified Financial GroupFree—NoNoJul 2026
7SYM Financial AdvisorsSYM Financial AdvisorsFree—NoNoMay 2026
8Reed Financial ServicesReed Financial ServicesFree—NoNoMay 2026

Top Picks for Merit Financial Advisors

Ameriprise Financial#2

Ameriprise Financial by Ameriprise Financial, Inc.

Strong Contender
💰 Finance
4.9😊(37K ratings)
Free
Ameriprise Financial screenshot 1
Ameriprise Financial screenshot 2
Ameriprise Financial screenshot 3
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Ameriprise Financial screenshot 5

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

What We Love

  • 👍 Fantastic relationship
  • 👍 Very confident with portfolio management
  • 👍 Everything in one place
  • 👍 Family-friendly
  • 👍 Very user-friendly
  • 👍 Fabulous website
  • 👍 Excellent secure website
  • 👍 Great advisor
  • 👍 Flawless app
  • 👍 Impressive app
  • 👍 Excellent help with signing in
  • 👍 Fast service
  • 👍 Simple and easy to use
  • 👍 Functional and easy to use
  • 👍 Comprehensive overview of accounts

Room to Improve

  • 🐛 2FA required every time with Face ID
  • 🐛 Graphs and holdings information not user-friendly
  • 🐛 Total View lags and shows incorrect balances
  • 🐛 App crashes frequently
  • 🐛 Verification codes not received
  • 🐛 Login issues, app not working
  • 🐛 Orientation locked to landscape on iPad
  • 🐛 Difficult to get performance information
  • 🐛 Credit card integration is poor

More Merit Financial Advisors apps to explore

FAQ about Merit Financial Advisors

What are the best merit financial advisors apps for iPhone?
Merit Financial Advisors tops our merit financial advisors apps ranking as of September 2026, with a 3.7-star average from 3 App Store ratings, and it's free to download.
Yes — 20 of the top merit financial advisors apps we rank are free to download, including Merit Financial Advisors and Ameriprise Financial.
Merit Financial Advisors has no ads and has no in-app purchases, according to its App Store listing as of September 2026.
We track 250+ merit financial advisors apps on the iOS App Store as of September 2026, ranked by rating, recency, and analysis of real user reviews.
Merit Financial Advisors is a client portal app designed exclusively for clients of Merit Financial Advisors. It provides a connected experience with their financial advisor, accounts, documents, and market insights.
Yes, you can see your entire financial picture by linking all portfolios and accounts, even those from other financial institutions, within the Merit Financial Advisors app.