Best Wise Advisory Services Apps

211+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated May 2026

With an average user rating of 4.5โ˜…, the wise advisory services category is one of the App Store's strongest. Browse all 211+ apps we track, sorted so the most loved ones surface first.

Top Picks for Wise Advisory Services

Ameriprise Financial#3

Ameriprise Financial by Ameriprise

Worth Considering
๐Ÿ’ฐ Finance
4.9๐Ÿ˜Š(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

  • ๐Ÿ‘ Fantastic relationship
  • ๐Ÿ‘ Very confident with portfolio management
  • ๐Ÿ‘ Everything in one place
  • ๐Ÿ‘ Family-friendly

Room to Improve

  • ๐Ÿ› 2FA required every time with Face ID
  • ๐Ÿ› Graphs and holdings information not user-friendly
  • ๐Ÿ› Total View lags and shows incorrect balances

More Wise Advisory Services apps to explore

4
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
๐Ÿ’ฐ Finance
(84K)
free with in-app purchases
5
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
๐Ÿ’ฐ Finance
(3.2M)
free with in-app purchases
6
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
๐Ÿ’ฐ Finance
(131K)
free
7
eToro: Investing made social
eToro: Investing made social
eToro: Investing made social
Trade the worldโ€™s top markets
Free

Invest in stocks, ETFs, and cryptocurrencies with zero commissions. Earn interest on your cash balance and explore options trading. Connect with a community of investors and practice with virtual funds.

Zero commission stock and ETF investingBuy popular cryptocurrenciesHigh-Interest Cash Program
๐Ÿ’ฐ Finance
(9.7K)
free with in-app purchases
8
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

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.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
๐Ÿ’ฐ Finance
(177K)
free
9
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Dedicated advisory teamProfessional investment managementAutomated cash management
๐Ÿ’ฐ Finance
(7K)
freemium
10
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

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
๐Ÿ’ฐ Finance
(18K)
free with in-app purchases
11
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

View account balances and investment valuesTransfer funds and deposit checksAccess market information
๐Ÿ’ฐ Finance
(152)
free
12
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

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.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
๐Ÿ’ฐ Finance
(21K)
free with in-app purchases
13
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
by Morgan Stanley
Free

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Account management and balance viewingMobile check depositMoney transfers and bill pay
๐Ÿ’ฐ Finance
(433)
free
14
Robinhood Trading & Investing
Robinhood Trading & Investing
Robinhood Trading & Investing
BTC, Crypto, Stocks & Options.
Free

Invest in stocks, ETFs, options, and crypto with commission-free trading. Utilize advanced charting tools, price alerts, and technical indicators to inform your strategies. Access prediction markets for event-based trading and earn interest on uninvested cash with a premium subscription.

Commission-free stock, ETF, and options tradingCrypto trading with low costsAdvanced charting and technical indicators
๐Ÿ’ฐ Finance
(4.8M)
freemium
15
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
Manage Money, Build Wealth
Free

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing
๐Ÿ’ฐ Finance
(73K)
free with in-app purchases
16
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
๐Ÿ’ฐ Finance
(62K)
free with in-app purchases
17
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

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
๐Ÿ’ฐ Finance
(88K)
free
18
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
๐Ÿ’ฐ Finance
(3.4K)
free
19
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICOยฎ Score updates.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
๐Ÿ’ฐ Finance
(110K)
free
20
Firstrade: Invest & Trade
Firstrade: Invest & Trade
Firstrade: Invest & Trade
Stocks, Options, ETFs.
Free

Invest in stocks, options, and ETFs commission-free with a platform offering fractional shares, AI-powered insights, and extended trading hours. Manage multiple accounts, including IRAs, and access premium research to make informed trading decisions.

Commission-free trading on stocks, ETFs, options, and mutual fundsZero options contract feesFractional share trading starting at $5
๐Ÿ’ฐ Finance
(8.3K)
free with in-app purchases