Best Riaconnect Apps

250+ iOS apps curated and reviewed

4.4 avg rating

20 free apps

Updated September 2026

The best riaconnect apps on iPhone average 4.4★ across 250+ titles — we've ranked them by what real users actually keep on their phones. Updated September 2026.

Compare top Riaconnect Apps (September 2026)

#	App	Price	Rating	Ads	In-App Purchases	Updated
1	RIAConnect	Free	3.7★ (3)	No	No	May 2026
2	Schwab Mobile	Free	4.8★ (1.2M)	No	No	Sep 2026
3	CFI: Real-World Finance	Free	4.8★ (11)	No	Yes	Sep 2026
4	Inflows	Free	5.0★ (3)	No	No	Sep 2026
5	Handshake: Jobs & AI work	Free	4.9★ (136K)	No	No	Sep 2026
6	Alinea: Automated Investing	Free	4.8★ (118K)	No	No	Sep 2026
7	Autopilot: Automated Investing	Free	4.6★ (21K)	Yes	No	Sep 2026
8	Zocks	Free	4.6★ (33)	No	No	Sep 2026

Top Picks for Riaconnect

#1

RIAConnect by CIVIMOBILE SOLUTIONS, LLC

RIA at the tip of your fingers

Editor's Choice

3.7(3 ratings)

Free

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Manage your membership, update contact details, and renew your subscription. Access a database of retail members and register for events. Receive push notifications about your membership status.

#2

Schwab Mobile by The Charles Schwab Corporation

Own your tomorrow®

Strong Contender

4.8😐(1.2M ratings)

Free

#62in Finance

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Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

What We Love

🚀 Easy to use
🔒 Secure banking
👍 Excellent customer service
💡 Helpful research tools
🚀 Smooth mobile experience

Room to Improve

🐛 Inaccurate account information
🐛 Slow order execution
👎 Dated user interface
🐛 Frequent app crashes
👎 Limited customization options

#3

CFI: Real-World Finance by Corporate Finance Institute

Finance & Accounting Courses

Worth Considering

4.8(11 ratings)

FreeIn-App Purchases

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Master corporate finance, financial modeling, and investment banking with expert-led courses. This app offers interactive video lessons and hands-on exercises for seamless learning on the go. Stay updated with new content to advance your finance career.

More Riaconnect apps to explore

Exclusive Platform For RIAs

This professional networking platform is designed exclusively for US Registered Investment Advisors and their affiliates. It facilitates industry-focused interactions, real-time discussions, and access to exclusive insights from thought leaders. Connect with peers for strategic partnerships, job opportunities, and collaborations within a private, purpose-built community.

Professional networking for RIAsIndustry-focused discussionsExclusive insights from thought leaders

Handshake: Jobs & AI work

Handshake: Jobs & AI work

Handshake: Jobs & AI work

Earn, learn, and get hired

Find jobs, internships, and career paths tailored to your interests and career stage. Get personalized recommendations, career advice from professionals, and access to career-shaping events. Build your network and track applications to advance your career.

Personalized job recommendationsCareer advice from professionalsCareer-shaping events

Alinea: Automated Investing

Alinea: Automated Investing

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

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.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news

Autopilot: Automated Investing

Autopilot: Automated Investing

Autopilot: Automated Investing

In your own brokerage account

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.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

free with in-app purchases

by Zocks Communications, Inc.

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

CRM for Financial Advisors

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.

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Wall Street Oasis

Wall Street Oasis

Wall Street Oasis

Connect with finance professionals and access resources for a career in the industry. Get interview prep, learn financial modeling, and gain insights into top firms. Join a global community of over 750,000 members.

Finance career communityInterview preparationFinancial modeling courses

Schwab Advisor Center® Mobile

Schwab Advisor Center® Mobile

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

Remote client account managementView account balances and positionsTrack submitted request statuses

Wealthscape Investor℠

Wealthscape Investor℠

Wealthscape Investor℠

by National Financial Services LLC

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

ESSA.app: AI Jobs & Career

ESSA.app: AI Jobs & Career

ESSA.app: AI Jobs & Career

Job Search, Resume Builder, CV

This AI-powered career assistant helps you find jobs, build tailored resumes, and prepare for interviews. It offers personalized guidance, practice scenarios, and document creation tools to streamline your job search.

AI Job & Career AssistantAI Interview TrainingIntelligent Resume Builder

free with in-app purchases

The best China job app

by ANGLE LONG INC

Connect with other high net worth individuals for confidential financial knowledge sharing and networking. Discuss wealth preservation, tax strategies, asset allocation, and alternative investments. Access exclusive opportunities in private markets and attend live and virtual events.

High net worth investor communityConfidential knowledge sharingNetworking opportunities

🌐 Social Networking

EXE Client Portal

EXE Client Portal

EXE Client Portal

Access valuation & documents

by National Financial Services LLC

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit

eFinancialCareers: Jobs + News

eFinancialCareers: Jobs + News

eFinancialCareers: Jobs + News

Job Search & Career Advice

Discover thousands of global financial services jobs and access industry news and career advice. Create a profile, upload resumes, and refine your job search with powerful filters. Save opportunities and receive alerts for new roles.

Job search with filtersCreate and manage profileUpload resumes and cover letters

Private Client Services

Private Client Services

Private Client Services

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

by Michael Tito

This app offers affordable, independent fiduciary investment advice for account-level decisions. It manages stock portfolios based on your set guidelines, optimizing performance and risk. Link your existing brokerage accounts for seamless management.

Fiduciary investment advicePortfolio managementStock optimization

FAQ about Riaconnect

What are the best riaconnect apps for iPhone?

RIAConnect tops our riaconnect apps ranking as of September 2026, with a 3.7-star average from 3 App Store ratings, and it's free to download.

Are there free riaconnect apps for iPhone?

Yes — 20 of the top riaconnect apps we rank are free to download, including RIAConnect and Schwab Mobile.

Does RIAConnect have ads or in-app purchases?

RIAConnect has no ads and has no in-app purchases, according to its App Store listing as of September 2026.

How many riaconnect apps are on the App Store?

We track 250+ riaconnect apps on the iOS App Store as of September 2026, ranked by rating, recency, and analysis of real user reviews.

What can I do with RIAConnect?

RIAConnect allows you to manage your RIA membership, update your contact information, renew your membership, and view your membership history. You can also access the retail member database and register for events.

What devices support RIAConnect?

RIAConnect is supported on iPhone, iPad, and iPod devices. It is designed for iOS users.