AdvisorGrade

Financial advisers in Covington, KY

5 registered investment adviser firms in Covington managing $6.4B in assets, based on public SEC Form ADV filings.

Renaissance Investment Management

Covington, KY · Est. 1995

Regional
Fee-only
AUM
$2.9B
Per adviser
$415M
Advisers
7

No reported disclosures

Journey Advisory Group, LLC

Covington, KY · Est. 2014

RegionalInternational
Fee-based
AUM
$1.7B
Per adviser
$110M
Advisers
15

No reported disclosures

Legacy Financial Advisors, INC.

Covington, KY · Est. 2011

Local
Fee-based
AUM
$1.5B
Per adviser
$126M
Advisers
12

No reported disclosures

Principled Wealth Advisors, LLC

Covington, KY · Est. 2026

Local
Fee-based
AUM
$252M
Per adviser
$126M
Advisers
2

No reported disclosures

Connetic Ventures

Covington, KY · Est. 2024

Local
Fee-only
AUM
$41M
Per adviser
$10M
Advisers
4

No reported disclosures