Top financial advisors in Covington, LA

Top financial advisors in Covington, LA

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 $480,610,761 18 advisors
2 $377,253,787 3 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.

  • Beam Wealth Advisors, Inc.

    Beam Wealth Advisors, Inc. is a financial advisory firm based in Covington, Louisiana. It currently has approximately $480,610,761 of assets under management and employs about 18 people. Beam Wealth Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $480,610,761

    Headcount

    18 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-60334

    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

    Market Timing Services

    Educational Seminars/workshops

    Estate Planning

    See full profile

    Meet the advisor

    72096 Ramos Avenue,
    Suite D,
    Covington,
    Louisiana,
    70433

  • Walter C. Flower & Co., Inc

    Walter C. Flower & Co., Inc is a financial advisory firm based in Covington, Louisiana. It currently has approximately $377,253,787 of assets under management and employs about 3 people. Walter C. Flower & Co., Inc uses a fee structure of and a percentage of assets under your management.

    Assets under management

    $377,253,787

    Headcount

    3 advisors

    Fee structure

    A percentage of assets under your management

    SEC number

    801-14116

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    See full profile

    Meet the advisor

    422 East Lockwood,
    Suite 100,
    Covington,
    Louisiana,
    70433

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact contact@unbiased.com.
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