Apps Like Schneider Downs for iPhone and iPad

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

61. 

    Guide Wealth

    Guide Wealth Management LLC

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06

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62. 

    RW Group

    Regal Wealth Group Inc

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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63. 

    SLWA

    SLWA LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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64. 

    Addepar

    ADDEPAR, INC.

    ★ 3.958 ratingsFinanceFreeData updated 2026-09-06

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65. 

    Sherman Wealth

    Sherman Wealth Management, LLC.

    View account balances and performance

    View account balances, performance metrics, and transaction statements. Access detailed reports and portfolio summaries. Set up recurring transactions and schedule bill payments. Receive real-time notifications for account activity.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-10

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66. 

    Braun-Bostich

    Braun-Bostich & Associates, Inc.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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67. 

    Client First Tax and Wealth

    Rock Point Partners LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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68. 

    Alaska Wealth

    Alaska Permanent Capital Management Company Inc

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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69. 

    CWA Mobile

    CWA Asset Management Group LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-09

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70. 

    Douglass Winthrop Portal

    DOUGLASS WINTHROP ADVISORS, LLC

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06

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71. 

    Layline Portal

    Layline Advisors, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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72. 

    Apex Wealth NH

    Apex Wealth Management, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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73. 

    Whalen Wealth

    Whalen Wealth Management Inc

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06

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74. 

    Circle of Wealth®

    Jeff Hopper

    ★ 4.85 ratingsBusinessFreeData updated 2026-09-06

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75. 

    AIRE Advisors

    AIRE Advisors, LLC

    View account info, balances, and financial plans

    View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06

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76. 

    Aventrua Private Wealth Mobile

    Aventura Private Wealth, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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77. 

    MyJWA

    Julius Wealth Advisors, LLC

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06

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78. 

    Paragon Advisor

    Paragon Advisors, LLC

    View portfolio values and contact your

    View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06

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79. 

    Hiley Hunt

    Hiley Hunt Wealth Management, Inc.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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80. 

    Plum Street

    Plum Street Advisors LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

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