Brighton WM app icon

Apps Like Brighton WM for iPhone and iPad

by Brighton Wealth Management, Inc.★ 0.00 ratingsFinanceFreeData updated 2026-09-06
App detailsView in App Store

Brighton WM screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  5. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
    App details
  8. Paragon Advisor app icon

    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
    App details
  10. Beacon Hill app icon

    Beacon Hill

    Beacon Hill Private Wealth LLC

    View portfolio values and allocations

    View portfolio values and allocations in real time. Track asset distributions and performance metrics. Receive notifications for account activity and market changes. Adjust investment settings and access detailed reports.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-06
    App details
  12. LPL Account View app icon

    LPL Account View

    LPL FINANCIAL CORPORATION

    Access accounts, track trends, manage goals

    Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.

    ★ 4.41,989 ratingsFinanceFreeData updated 2026-09-06
    App details
  13. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,020 ratingsFinanceFreeData updated 2026-09-06
    App details
  16. Orion Mobile app icon

    Orion Mobile

    Orion Advisor Services, LLC

    View portfolio values and contact advisor

    View portfolio values and asset allocations in real time. Contact advisors directly through the . Access account details and transaction history. Receive notifications for portfolio changes.

    ★ 2.225 ratingsFinanceFreeData updated 2026-09-08
    App details
  17. EFE app icon

    EFE

    Edelman Financial Engines, LLC

    Track accounts and view progress

    View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.

    ★ 4.66,967 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.