Best Waverly Advisors Apps

250+ iOS apps curated and reviewed

4.8 avg rating
20 free apps
Updated August 2026

Every iPhone needs a few good waverly advisors apps. We benchmark 250+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Waverly Advisors Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Waverly AdvisorsWaverly AdvisorsFree5.0★ (1)NoNoAug 2026
2UBS Wealth ManagementUBS Wealth ManagementFree4.8★ (64K)NoNoAug 2026
3Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoAug 2026
4Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoAug 2026
5Reston WealthReston WealthFreeNoNoMay 2026
6Cravens & Co.Cravens & Co.FreeNoNoMay 2026
7Fiduciary Financial AdvisorsFiduciary Financial AdvisorsFreeNoNoMay 2026
8Empower ®Empower ®Free4.8★ (404K)NoNoAug 2026

Top Picks for Waverly Advisors

UBS Wealth Management#2

UBS Wealth Management by UBS AG

Strong Contender
💰 Finance
4.8😐(64K ratings)
Free
UBS Wealth Management screenshot 1
UBS Wealth Management screenshot 2
UBS Wealth Management screenshot 3
UBS Wealth Management screenshot 4

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

What We Love

  • 🚀 Easy to use
  • 🔒 Secure access
  • 👍 Convenient mobile deposit
  • 🚀 Quick and efficient

Room to Improve

  • 🐛 Buggy and not functional
  • 👎 Limited functionality
  • 👎 Lack of transparency on fees
Ameriprise Financial#3

Ameriprise Financial by Ameriprise Financial, Inc.

Worth Considering
💰 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 Waverly Advisors apps to explore

4
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
5
Reston Wealth
Reston Wealth
Reston Wealth
by Reston Wealth Management, LLC
Free
💰 Finance
(0)
6
Cravens & Co.
Cravens & Co.
Cravens & Co.
by Cravens & Company Advisors, LLC
Free
💰 Finance
(0)
7
Fiduciary Financial Advisors
Fiduciary Financial Advisors
Fiduciary Financial Advisors
by Action Point Financial Planning, LLC
Free
💰 Finance
(0)
8
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

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.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(404K)
free with in-app purchases
9
Morling Financial Advisors
Morling Financial Advisors
Morling Financial Advisors
by Morling Financial Advisors, LLC
Free
💰 Finance
(0)
10
JFS Wealth Advisors, LLC
JFS Wealth Advisors, LLC
JFS Wealth Advisors, LLC
by JFS Wealth Advisors, LLC
Free
💰 Finance
(0)
11
Geometric Wealth Advisors
Geometric Wealth Advisors
Geometric Wealth Advisors
by Geometric Wealth Advisors, LLC
Free
💰 Finance
(0)
12
Echo45 Advisors
Echo45 Advisors
Echo45 Advisors
by Echo45 Advisors
Free
💰 Finance
(0)
13
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors
by Turtle Creek Wealth Advisors LLC
Free
💰 Finance
(0)
14
MCF Advisors Portal
MCF Advisors Portal
MCF Advisors Portal
by MCF Advisors, LLC
Free
💰 Finance
(0)
15
Integrity Wealth Advisors
Integrity Wealth Advisors
Integrity Wealth Advisors
by Integrity Trust Company, LLC
Free
💰 Finance
(0)
16
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
💰 Finance
(1.6K)
free with in-app purchases
17
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
18
Avalon Advisors
Avalon Advisors
Avalon Advisors
by Wealth Access
Free
💰 Finance
(0)
19
Davivienda Advisors
Davivienda Advisors
Davivienda Advisors
by BCP ADVISORS, LLC
Free
💰 Finance
(0)
20
Concurrent Advisors Portal
Concurrent Advisors Portal
Concurrent Advisors Portal
by Concurrent Investment Advisors, LLC
Free
💼 Business
(0)

FAQ about Waverly Advisors

What are the best waverly advisors apps for iPhone?
Waverly Advisors tops our waverly advisors apps ranking as of August 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.
Yes — 20 of the top waverly advisors apps we rank are free to download, including Waverly Advisors and UBS Wealth Management.
Waverly Advisors has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 250+ waverly advisors apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
Waverly Advisors allows you to view your account valuation, performance metrics, and detailed reporting information directly on your mobile device.
While specific security measures are not detailed, the app is developed by Waverly Advisors, LLC, and is designed for authorized clients to access sensitive financial information.

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