Best Financial Advisors in COVINGTON, Kentucky
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$1.5B
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in COVINGTON
#1
100
RENAISSANCE INVESTMENT MANAGEMENT
COVINGTON, KY · Since 1995
$2.9B AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
100
PRINCIPLED WEALTH ADVISORS, LLC
COVINGTON, KY · Since 2026
$252M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
LEGACY FINANCIAL ADVISORS, INC.
COVINGTON, KY · Since 2011
$1.5B AUM12 clientsFee: 0%
FiduciaryFee-Only
#4
95
JOURNEY ADVISORY GROUP, LLC
COVINGTON, KY · Since 2014
$1.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#5
95
CONNETIC VENTURES
COVINGTON, KY · Since 2024
$39M AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in COVINGTON?
The median advisory fee in COVINGTON, KY is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.