Best Financial Advisors in COVINGTON, Louisiana
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in COVINGTON
BEAM WEALTH ADVISORS, INC.
COVINGTON, LA · Since 2001
ASSET PLANNING SERVICES INC
COVINGTON, LA · Since 1987
PARADIEM, LLC
COVINGTON, LA · Since 2017
ADVOCACY FINANCIAL LLC
COVINGTON, LA · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.