Best Merit Financial Advisors Apps

250+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated July 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 (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Merit Financial AdvisorsMerit Financial AdvisorsFree3.7★ (3)NoNoMay 2026
2Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoAug 2026
3CORE Wealth AdvisorsCORE Wealth AdvisorsFreeNoNoJun 2026
4Merit Asset ManagementMerit Asset ManagementFreeNoNoMay 2026
5Facet: Financial PlanningFacet: Financial PlanningFree5.0★ (8)NoNoAug 2026
6Fintuity - Financial AdviserFintuity - Financial AdviserFreeNoNoMay 2026
7Trinity FinancialTrinity FinancialFreeNoNoMay 2026
8Beacon Pointe AdvisorsBeacon Pointe AdvisorsFreeNoNoJun 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
Ameriprise Financial screenshot 4
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

Room to Improve

  • 🐛 2FA required every time with Face ID
  • 🐛 Graphs and holdings information not user-friendly
  • 🐛 Total View lags and shows incorrect balances

More Merit Financial Advisors apps to explore

4
Merit Asset Management
Merit Asset Management
Merit Asset Management
Asset Allocation, Management
Free
💰 Finance
(0)
5
Facet: Financial Planning
Facet: Financial Planning
Facet: Financial Planning
Flat fee, CFP®, investing
Free

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Personalized financial roadmapCFP® professional guidanceInvestment management
💰 Finance
(8)
free
6
Fintuity - Financial Adviser
Fintuity - Financial Adviser
Fintuity - Financial Adviser
Online Financial Planning
Free

Access free or low-cost digital financial advice in the UK. Get a detailed financial health check in 10 minutes, plan investments, pensions, and protection, or connect with expert independent financial advisers for regulated advice.

Free virtual financial adviserExpert independent financial advice10-minute financial health check
💰 Finance
(0)
free
7
Trinity Financial
Trinity Financial
Trinity Financial
At Trinity it is MORE for LESS
Free
💰 Finance
(0)
8
Beacon Pointe Advisors
Beacon Pointe Advisors
Beacon Pointe Advisors
by Beacon Pointe Holdings, LLC
Free
💰 Finance
(0)
9
SYM Financial Advisors
SYM Financial Advisors
SYM Financial Advisors
by SYM Financial Advisors
Free
💰 Finance
(0)
10
Reed Financial Services
Reed Financial Services
Reed Financial Services
by Reed Financial Services, Inc.
Free
💰 Finance
(0)
11
Certified Financial Group
Certified Financial Group
Certified Financial Group
Certified Financial Group
Free
💰 Finance
(0)
12
Solitude Financial Services
Solitude Financial Services
Solitude Financial Services
Solitude FS
Free
💰 Finance
(0)
13
Mainsail Financial Group
Mainsail Financial Group
Mainsail Financial Group
by Mainsail Financial Group, LLC
Free
💰 Finance
(0)
14
PFG Advisors
PFG Advisors
PFG Advisors
by Priority Financial Group, LLC
Free
💰 Finance
(0)
15
Center for Financial Planning
Center for Financial Planning
Center for Financial Planning
by Center for Financial Planning, Inc.®
Free
💰 Finance
(0)
16
Davivienda Advisors
Davivienda Advisors
Davivienda Advisors
by BCP ADVISORS, LLC
Free
💰 Finance
(0)
17
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
💰 Finance
(17K)
free with in-app purchases
18
Anderson Financial Strategies
Anderson Financial Strategies
Anderson Financial Strategies
Anderson Financial Strategies
Free
💰 Finance
(0)
19
JFS Wealth Advisors, LLC
JFS Wealth Advisors, LLC
JFS Wealth Advisors, LLC
by JFS Wealth Advisors, LLC
Free
💰 Finance
(0)
20
Geometric Wealth Advisors
Geometric Wealth Advisors
Geometric Wealth Advisors
by Geometric Wealth Advisors, LLC
Free
💰 Finance
(0)

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 July 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 July 2026.
We track 250+ merit financial advisors apps on the iOS App Store as of July 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.