SEC-registered investment advisers in Covington
4 SEC-registered investment advisers are headquartered in Covington, KY, with $6.33B in combined regulatory assets under management. 3 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 4
- Investment advisers
- $6.33B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 4 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| The Renaissance Group | Asset manager | $2.91B |
| Journey Advisory Group | RIA | $1.65B |
| Legacy Financial Advisors | RIA | $1.52B |
| Principled Wealth Advisors | RIA | $252M |
Covington at a glance
Advisers headquartered here, by type
4
advisers
- Financial advisor firms (RIAs)$3.42B regulatory AUM3 (75%)
- Institutional managers$2.91B regulatory AUM1 (25%)
Other cities in Kentucky
- Louisville41
- Lexington22
- Prospect3
- Elizabethtown2
- Bellevue1
- Bowling Green1
- Crescent Springs1
- FT. Mitchell1
- Glasgow1
- MT. Sterling1
- Nicholasville1
- Paducah1