Top financial advisors in Covington, LA
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 $480,610,761 Number of advisors 18 advisors | |||
| 2 | Assets under management $377,253,787 Number of advisors 3 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.
Get matched with an advisorMethodology
To find the top financial advisors in Covington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Beam Wealth Advisors, Inc.
BEAM Wealth Advisors, Inc., established in 1985, offers comprehensive financial planning and investment management services. The firm manages over $1.3 billion in assets, with a focus on personalized financial planning, investment consulting, and retirement planning. BEAM provides services such as business planning, estate planning, risk management, and tax planning. Clients have discretion over decisions and are not obligated to act on recommendations. Investment portfolios are managed on a discretionary basis, primarily allocating assets among various mutual funds, ETFs, individual securities, and independent managers. BEAM offers non-discretionary management services as well. The firm does not charge performance-based fees and primarily recommends the custody, brokerage, and clearing services of Schwab, Fidelity, and Raymond James. BEAM's fee structure includes fixed fees for financial planning and consulting services and annual fees based on assets under management for investment management services. The firm does not have any disciplinary history and does not vote proxies on behalf of clients. Clients can limit the sharing of their personal information for marketing purposes. BEAM has a privacy policy in place to protect clients' personal information.
$480,610,761 under management
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
Walter C. Flower & Co., Inc
Walter C. Flower & Co., Inc. is a financial advisor firm located at 722 Constantinople Street, New Orleans, LA 70115, with a phone number of 504-561-0138. The firm's President, Mr. Peter S. Howard, holds a Bachelor of Arts in Latin American Studies from Tulane University (1974) and has been with the firm since 1988. Mr. Howard is licensed with Series 7 since 1975 and has no disciplinary events on record. Clients can reach out to Mr. Samuel Schwing, the Compliance Officer and VP, for any questions regarding the firm. Mr. Howard is solely engaged in the activities of Walter C. Flower & Co., Inc. and does not receive additional compensation for advisory services. His activities are supervised by Mr. Schwing. For further details, consumers can access additional information about Walter C. Flower & Co., Inc. on the SEC's website at www.adviserinfo.sec.gov.
$377,253,787 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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.
Get matched with an advisorMethodology
To find the top financial advisors in Covington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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