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THE COMMUNITY-RANKED FREE INVESTING TOOL LEADERBOARD

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Live community ranking · Top 2 free rias / wealth firms tools

Best Free Tools for RIAs / Wealth Firms

The free tools rias / wealth firms trust most, ranked by the people who actually use them.

Every tool here offers a genuine free tier for rias / wealth firms. We filtered 8 total matching tools inside a directory of more than 362 investing platforms down to 2 free options, so you can compare useful zero-cost choices before moving into paid upgrades.

Community-ranked · Free tiers only · Not financial advice

Top 2 Tools

  1. 1
    Koyfin logo
    Top pick
    Koyfin

    Koyfin is a web and mobile research terminal with dashboards, charts, screens, portfolios, news, alerts, transcripts, and market data across equities, funds, macro, FX, commodities, crypto, and yield curves. Free access shows the workflow; paid and Advisor tiers add history, reports, alerts, integrations, and client portfolios. There is no public API.

    Best for
    Investment research workspaceStock screeningCharting
    Portfolio analyticsMarket monitoring
    Watch-outs
    No public APISome downloads are vendor-restricted
    0Audience votes
    Free tierFree with signup
    PricingFree • From $468/yr
    Platforms
    Visit site
  2. 2
    Sharesight logo
    Sharesight

    Sharesight records portfolios, dividends, performance, and tax reports across brokers and asset types. It is built for DIY investors, accountants, advisers, and family offices. It does not place trades or replace a tax professional for complex filings.

    Best for
    Portfolio trackingPortfolio analyticsDividend analysis
    Advisor client reportingPortfolio alerts
    Watch-outs
    Free plan is capped at 10 holdingsAdvanced reports require paid tiers
    0Audience votes
    Free tierFree with signup
    PricingFree • Paid plans available
    Platforms
    Visit site

Want the complete picture?

Compare all 8 rias / wealth firms tools, including paid tiers and advanced plans, to see exactly what you gain beyond a free option.

View all rias / wealth firms tools

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.