How many financial advisors are in Covington, Louisiana?

Falists lists 6 registered investment advisers with a principal office or filing address in Covington, Louisiana, 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.

Louisiana · 6 advisers

Financial Advisors in Covington, Louisiana

Looking for a financial advisor in Covington, Louisiana? 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. 4 firms list a website you can visit directly. Firms in this directory manage up to $1.60B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.60B

Financial planning

Filter by specialty

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

All Wealth6 Planning6 Trusts6 Retirement4 Institutional2

Top advisors in Covington

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

View all 6 →

BEAM WEALTH ADVISORS, INC.

Covington, LA

AUM

$1.60B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

27 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

985-893-1440

Full profile Visit site →

PARADIEM, LLC

Covington, LA

AUM

$483.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

985-727-0770

Full profile Visit site →

ADVOCACY FINANCIAL LLC

Covington, LA

AUM

$103.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

888-787-4590

Full profile Visit site →

PELICAN ADVISORY LLC

Covington, LA

AUM

$89.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

985-237-4033

Full profile Visit site →

ASSET PLANNING SERVICES INC

Covington, LA

AUM

$365.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

985-867-8679

Full profileNo website

LIVE OAK WEALTH MANAGEMENT, LLC

Covington, LA

AUM

$57.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

985 624-8916

Full profileNo website

More cities in Louisiana

New Orleans (36)Baton Rouge (27)Metairie (25)Lafayette (15)Shreveport (13)Mandeville (10)Monroe (4)Houma (3)Pineville (2)Prairieville (2)Ruston (2)Saint Francisville (2)

Common questions

How many financial advisors are in Covington, Louisiana?: 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.