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Best Morningstar For Advisors Apps

248+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated August 2026

Looking for free morningstar for advisors apps? 20 of our 248+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Compare top Morningstar For Advisors Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Morningstar InvestorMorningstar InvestorFree4.0★ (7K)NoYesSep 2026
2Morningstar EventsMorningstar EventsFree4.0★ (2)NoNoAug 2026
3E*TRADE: Invest. Trade. Save.E*TRADE: Invest. Trade. Save.Free4.7★ (381K)NoNoSep 2026
4Morningstar MIDI EditorMorningstar MIDI EditorFree3.8★ (16)NoNoMay 2026
5Davivienda AdvisorsDavivienda AdvisorsFree—NoNoMay 2026
6Concurrent Advisors PortalConcurrent Advisors PortalFree—NoNoJul 2026
7MorningStar Ministries APPMorningStar Ministries APPFree5.0★ (352)NoNoSep 2026
8Perennial AdvisorsPerennial AdvisorsFree—NoNoJun 2026

Top Picks for Morningstar For Advisors

Morningstar Investor#1

Morningstar Investor by Morningstar, Inc.

Editor's Choice
💰 Finance
4.0😐(7K ratings)
FreeIn-App Purchases
Morningstar Investor screenshot 1
Morningstar Investor screenshot 2
Morningstar Investor screenshot 3
Morningstar Investor screenshot 4
Morningstar Investor screenshot 5
Morningstar Investor screenshot 6

This app provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.

What We Love

  • 🚀 Excellent data and analysis
  • 👍 Customizable portfolio tracking
  • 📊 Useful market and company insights
  • 🗒️ High-quality research and reports

Room to Improve

  • 🐛 Frequent bugs and crashes
  • 🔍 Limited functionality compared to website
  • 🔒 Cumbersome login process
Morningstar Events#2

Morningstar Events by Morningstar, Inc.

Strong Contender
💼 Business
4.0(2 ratings)
Free
Morningstar Events screenshot 1
Morningstar Events screenshot 2
Morningstar Events screenshot 3

This app connects users to a premier series of financial conferences and workshops. It features insights from leading experts on investment strategies and key financial topics for professionals and individual investors.

E*TRADE: Invest. Trade. Save.#3

E*TRADE: Invest. Trade. Save. by E*TRADE Securities

Stocks, ETFs, options, crypto
Worth Considering
💰 Finance
4.7😐(381K ratings)
Free
E*TRADE: Invest. Trade. Save. screenshot 1
E*TRADE: Invest. Trade. Save. screenshot 2
E*TRADE: Invest. Trade. Save. screenshot 3
E*TRADE: Invest. Trade. Save. screenshot 4
E*TRADE: Invest. Trade. Save. screenshot 5
E*TRADE: Invest. Trade. Save. screenshot 6

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

What We Love

  • 💻 Powerful trading platform
  • 💰 Competitive fees and rates
  • 🕰️ Smooth trading experience
  • 🔒 Reliable security features

Room to Improve

  • 🐛 Buggy app with frequent crashes
  • ⏱️ Slow performance and lagging issues
  • 🌍 Limited functionality for international users

More Morningstar For Advisors apps to explore

4
Morningstar MIDI Editor
Morningstar MIDI Editor
Morningstar MIDI Editor
by Morningstar FX Pte Ltd
Free

This application allows users to edit settings for Morningstar MIDI controllers. It provides a platform to customize controller behavior and configurations.

Edit MIDI controller settingsCustomize controller behaviorConfigure device parameters
🔧 Utilities
(16)
free
5
Davivienda Advisors
Davivienda Advisors
Davivienda Advisors
by BCP ADVISORS, LLC
Free
💰 Finance
(0)
6
Concurrent Advisors Portal
Concurrent Advisors Portal
Concurrent Advisors Portal
by Concurrent Investment Advisors, LLC
Free
💼 Business
(0)
7
MorningStar Ministries APP
MorningStar Ministries APP
MorningStar Ministries APP
Engage.Connect.Communicate.
Free

This application serves as a central hub for MorningStar Ministries, facilitating engagement, connection, and communication with Christians and all facets of the ministry. It aims to be a comprehensive tool for ministry-related interactions.

Engage with ministryConnect with communityCommunicate ministry updates
📚 Education
(352)
free
8
Perennial Advisors
Perennial Advisors
Perennial Advisors
by Perennial Advisors, LLC
Free
💰 Finance
(0)
9
Geometric Wealth Advisors
Geometric Wealth Advisors
Geometric Wealth Advisors
by Geometric Wealth Advisors, LLC
Free
💰 Finance
(0)
10
Evoke Advisors
Evoke Advisors
Evoke Advisors
by Evoke Advisors
Free
💰 Finance
(0)
11
Echo45 Advisors
Echo45 Advisors
Echo45 Advisors
by Echo45 Advisors
Free
💰 Finance
(0)
12
LeadCenter AI
LeadCenter AI
LeadCenter AI
CRM for Financial Advisors
Free
💼 Business
(0)
13
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto
💰 Finance
(85K)
free with in-app purchases
14
Innovative Asset Advisors Grp.
Innovative Asset Advisors Grp.
Innovative Asset Advisors Grp.
by Innovative Asset Advisors Group LLC
Free
💰 Finance
(0)
15
Tiedemann Advisors
Tiedemann Advisors
Tiedemann Advisors
by Tiedemann Advisors
Free
💰 Finance
(0)
16
Old Town Advisors
Old Town Advisors
Old Town Advisors
by Old Town Advisors, LLC
Free
💰 Finance
(0)
17
EQ Wealth Advisors
EQ Wealth Advisors
EQ Wealth Advisors
by EQ Wealth Advisors, LLC
Free
💰 Finance
(0)
18
PFG Advisors
PFG Advisors
PFG Advisors
by Priority Financial Group, LLC
Free
💰 Finance
(0)
19
Beacon Pointe Advisors
Beacon Pointe Advisors
Beacon Pointe Advisors
by Beacon Pointe Holdings, LLC
Free
💰 Finance
(0)
20
Morningstar Golfers Club
Morningstar Golfers Club
Morningstar Golfers Club
Golf Course & Country club app
Free
⚽ Sports
(0)

FAQ about Morningstar For Advisors

What are the best morningstar for advisors apps for iPhone?
Morningstar Investor tops our morningstar for advisors apps ranking as of August 2026, with a 4.0-star average from 7K App Store ratings, and it's free to download.
Yes — 20 of the top morningstar for advisors apps we rank are free to download, including Morningstar Investor and Morningstar Events.
Morningstar Investor has no ads and offers in-app purchases, according to its App Store listing as of August 2026.
We track 248+ morningstar for advisors apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
The app offers expert investment analysis and tools to help users refine their investment strategies and maximize returns. It allows users to monitor markets, access comprehensive data on stocks, funds, ETFs, and CEFs, track their portfolios, and get the latest financial commentary and news.
The app provides comprehensive investment data covering stocks, funds, ETFs, and CEFs. This includes access to independent analysis and ratings such as the Morningstar Rating for Stocks, Morningstar Economic Moat Rating, and Morningstar Medalist Rating for funds. It also offers real-time security quotes and market data.