Top financial advisors in Covington, KY
We’ve curated a list of the best financial advisors in Covington, take a look at it below
Find an advisor in Covington| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,154,710,841 | 17 advisors | ||
| 2 | $1,587,058,715 | 35 advisors | ||
| 3 | $822,005,599 | 19 advisors |
How we came up with this list
To generate our top financial advisors list in Covington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Covington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Renaissance Investment Management
Renaissance Investment Management is a financial advisory firm based in Covington, Kentucky. It currently has approximately $2,154,710,841 of assets under management and employs about 17 people. Renaissance Investment Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,154,710,841
Headcount
17 advisors
Fee structure
A percentage of assets under your management
SEC number
801-50177
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Mcf Advisors, LLC
Mcf Advisors, LLC is a financial advisory firm based in Covington, Kentucky. It currently has approximately $1,587,058,715 of assets under management and employs about 35 people. Mcf Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,587,058,715
Headcount
35 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-62765
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Journey Advisory Group, LLC
Journey Advisory Group, LLC is a financial advisory firm based in Covington, Kentucky. It currently has approximately $822,005,599 of assets under management and employs about 19 people. Journey Advisory Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$822,005,599
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-79934
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Your first meeting is free.