How many financial advisors are in Covington, Kentucky?

Falists lists 6 registered investment advisers with a principal office or filing address in Covington, Kentucky, based on public SEC IAPD data.

How do financial advisors in Covington charge fees?

Fee structures vary by firm. In Covington, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Covington?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Kentucky · 6 advisers

Financial Advisors in Covington, Kentucky

Looking for a financial advisor in Covington, Kentucky? Falists indexes 6 SEC-registered and state-registered investment advisers in Covington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $2.91B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.91B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth4 Planning3 Trusts4 Retirement3 Institutional5

Top advisors in Covington

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

RENAISSANCE INVESTMENT MANAGEMENT

Covington, KY

AUM

$2.91B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

7 advisors

Clients

Fees

Percentage of AUM

513-723-4500

Full profile Visit site →

JOURNEY ADVISORY GROUP, LLC

Covington, KY

AUM

$1.65B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

15 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

859-888-0356

Full profile Visit site →

LEGACY FINANCIAL ADVISORS, INC.

Covington, KY

AUM

$1.52B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

12 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

859-655-5225

Full profile Visit site →

PRINCIPLED WEALTH ADVISORS, LLC

Covington, KY

AUM

$252.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

859-957-2737

Full profile Visit site →

CONNETIC VENTURES

Covington, KY

AUM

$38.6M

Team

4 advisors

Clients

Fees

Percentage of AUM

859-201-6235

Full profile Visit site →

EGATEWAY CAPITAL, LLC

Covington, KY

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

3126080271

Full profile Visit site →

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Common questions

How many financial advisors are in Covington, Kentucky?: 6 registered investment advisers are listed in our Covington directory, sourced from public SEC filings.
What types of advisors are in Covington?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Covington?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.