213+ iOS apps curated and reviewed
Looking for free pure financial advisors apps? 20 of our 213+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 5.0★ (1) | No | No | May 2026 |
| 2 |  | Free | 4.6★ (19K) | Yes | No | Jul 2026 |
| 3 |  | Free | 4.8★ (97K) | No | No | Jul 2026 |
| 4 |  | Free | 4.6★ (177K) | Yes | No | Jul 2026 |
| 5 |  | Free | 4.9★ (37K) | No | No | Jul 2026 |
| 6 |  | Free | 4.9★ (18K) | No | No | Jul 2026 |
| 7 |  | Free | 4.6★ (29K) | No | No | Jul 2026 |
| 8 |  | Free | 4.6★ (675) | No | No | Jul 2026 |
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.
Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.
Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.
Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.
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.
Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.
Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.
Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.
This app facilitates communication between financial advisors and their clients regarding financial goals and progress. It introduces the Elements Scorecard for a quick assessment of financial health.
This app uses AI to help you build and manage a diversified investment portfolio. Get personalized recommendations, actionable insights, and smart alerts to stay ahead in fast-moving markets. Learn about your investments with educational content and AI explanations.
Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.
Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.
This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.
Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.
Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.
Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.
This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.
Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.