Top financial advisors in Covington, KY
We’ve curated a list of the best financial advisors in Covington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,154,710,841
Number of advisors
17 advisors
| $2,154,710,841 | 17 advisors | |
| 2 |
Assets under management
$1,587,058,715
Number of advisors
35 advisors
| $1,587,058,715 | 35 advisors | |
| 3 |
Assets under management
$822,005,599
Number of advisors
19 advisors
| $822,005,599 | 19 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
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.
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.
$2,154,710,841 under management
17 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio 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, operating as MCF, is a registered investment adviser established in December 2003 in Kentucky. The firm specializes in wealth management, offering financial planning, portfolio management, and advisory services to individuals, small businesses, and institutional clients. MCF employs a tactical asset allocation approach to investing and may engage independent investment managers for client portfolios. The firm also provides tax preparation, accounting, and CFO services for additional fees. MCF operates under various d/b/a names, including MCF Institutional and MCF Private Investments. The firm does not have any disciplinary history and acts as a fiduciary, putting clients' interests first. Clients of MCF have the option to engage in private investment funds, subject to potential risks such as loss of principal and liquidity constraints. MCF discloses its fee structure, which includes fixed fees for financial planning services and asset-based fees for portfolio management. The firm may charge performance-based fees for certain private fund investments. MCF does not vote proxies on behalf of clients and does not have custody of client assets, which are held at qualified custodians like Charles Schwab or Fidelity. MCF may receive client referrals from Schwab and pays fees for these referrals. Clients have the discretion to choose whether to engage MCF's recommended services and professionals. MCF's Chief Compliance Officer, Timothy Gavin, is available to address any questions regarding the firm's practices.
$1,587,058,715 under management
35 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersJourney Advisory Group, LLC
Journey Advisory Group, LLC is a privately-owned investment advisory firm founded in 2014 and headquartered in Covington, Kentucky. The firm is registered with the U.S. Securities and Exchange Commission and has three office locations. The firm's principal owners are Tyler S. Lang, CFA, and Stephan Lang. Journey offers individual portfolio management services (IPMS) on a discretionary basis, with a minimum account size generally starting at $50,000. The firm charges an annual fee ranging from 0.50% to 1.00% for IPMS, negotiable based on the services provided. Financial planning and consulting services are primarily based on an hourly rate, with flat fees for specific services. Retirement plan consulting services are also offered, with an annual fee ranging from 0.10% to 0.50% of plan assets. Journey does not charge performance-based fees and acts as a fiduciary, requiring the firm to act in the best interests of clients. Clients' accounts are held by a qualified custodian, and Journey does not accept custody of client funds or securities. The firm does not have any disciplinary information to disclose. Journey has established a Code of Ethics and personal trading policies to ensure integrity and compliance. Clients receive regular account reviews and reports, and the firm does not accept compensation for client referrals. Journey does not vote client securities unless agreed upon in writing. The firm does not have any financial conditions that may impair its ability to meet commitments to clients.
$822,005,599 under management
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
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.
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