Financial advisers in Covington, LA
4 registered investment adviser firms in Covington managing $2.6B in assets, based on public SEC Form ADV filings.
Beam Wealth Advisors, INC.
Covington, LA · Est. 2001
NationalInternational
- AUM
- $1.6B
- Per adviser
- $59M
- Advisers
- 27
No reported disclosures
Paradiem, LLC
Covington, LA · Est. 2017
Local
- AUM
- $483M
- Per adviser
- $81M
- Advisers
- 6
No reported disclosures
Asset Planning Services INC
Covington, LA · Est. 1987
Local
- AUM
- $366M
- Per adviser
- $183M
- Advisers
- 2
No reported disclosures
Advocacy Financial LLC
Covington, LA · Est. 2026
Local
- AUM
- $103M
- Per adviser
- $52M
- Advisers
- 2
No reported disclosures