Best Financial Advisors in COVINGTON, Louisiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$483M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in COVINGTON
#1
95
ASSET PLANNING SERVICES INC
COVINGTON, LA · Since 1987
$366M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
95
BEAM WEALTH ADVISORS, INC.
COVINGTON, LA · Since 2001
$1.6B AUM27 clientsFee: 0%
FiduciaryFee-Only
#3
95
PARADIEM, LLC
COVINGTON, LA · Since 2017
$483M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
95
ADVOCACY FINANCIAL LLC
COVINGTON, LA · Since 2026
$103M AUM2 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, LA is 0.95% of assets under management per year, based on Form ADV filings from 4 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.