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Best 10 Financial Advisor Apps
Managing your money has never been easier. With financial advisor apps, you can optimize your financial planning quickly and easily.
About Financial Advisor
A financial advisor is a person who is trained professionally to aid clients in their financial situation by analyzing all factors, suggesting strategies, and helping to implement those strategies.
Read More About Financial Advisor
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1
Personal Capital: Finance
Net Worth Tracker, Retirement Planner, Investment, Portfolio Management, 401k4.6 Ratings 63K+ Reviews 500K+ DownloadsFree Feature Rich FreshFree![Google Play]()
Free![App Store]()
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2
Monarch: Personal Finance App
Budgeting for the new year is simple with Monarch. Track spending, bills & more.4.7 Ratings 2K+ Reviews 10K+ DownloadsFree Fresh In App PurchasesFree In-App Purchases![Google Play]()
Free In-App Purchases![App Store]()
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4
Money Manager Expense & Budget
The #1 financial planning, expense tracking and personal finance management app!4.6 Ratings 353K+ Reviews 10M+ DownloadsFree Feature Rich Fresh In App PurchasesFree In-App Purchases![Google Play]()
Free In-App Purchases![App Store]()
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5
Betterment Invest & Save Money
Automated Investments & Crypto4.7 Ratings 51K+ Reviews 500K+ DownloadsFree Feature Rich FreshFree![Google Play]()
Free![App Store]()
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6
Ameriprise Financial
On-the-go access to make informed decisions with the Ameriprise Financial app.3.6 Ratings 1K+ Reviews 100K+ DownloadsFree FreshFree![Google Play]()
Free![App Store]()
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7
Wealthfront: Save and Invest
Banking. Investing. Retirement.4.7 Ratings 21K+ Reviews 100K+ DownloadsFree FreshFree![Google Play]()
Free![App Store]()
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9
Budget planner—Expense tracker
Monthly budget, Good budget—Daily expense tracker—Save money—wallet app— finance4.4 Ratings 37K+ Reviews 1M+ DownloadsFree Feature Rich Fresh In App PurchasesFree In-App Purchases![Google Play]()
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How We Choose The Best Apps
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Broad Search
Our unique algorithm scoured the App Store and Google Play Store by searching financial advisor, financial advisor app, financial planning and 4 other keywords. From there, we retrieved a total of 845 unique apps (90 Android apps and 755 iOS apps) as potential candidates. -
Additional Review by Editorial Team
Finally, our editorial team checks all apps in our best 10 list one by one to make sure these apps are of the highest quality. -
Filter only high-quality apps
We then selected the highest quality apps from the 845 apps listed. We compared the number of stars, downloads, and reviews along with the velocity of these apps to create a list of the Best Financial Advisor Apps for both Android & iOS.
If you are interested in learning more about our process, find out here.
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