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RIAs in Covington, Louisiana

Explore 5 RIAs headquartered in Covington, with $2.7B in combined reported AUM.

RIAs5Headquartered here
Total AUM$2.7BReported regulatory AUM
Total Employees54Reported by these RIAs
% of Total State AUM2.7%% Of total State AUM Reported

All RIAs in Covington

5 RIAs
Showing 1–5 of 5 RIAs

Beam Wealth Advisors, Inc.

COVINGTON, LA
Reported AUM$1.6B
Employees27
59.9% of city AUMView RIA ↗

Paradiem, LLC

COVINGTON, LA
Reported AUM$483.4M
Employees14
18.1% of city AUMView RIA ↗

Asset Planning Services Inc

COVINGTON, LA
Reported AUM$365.6M
Employees5
13.7% of city AUMView RIA ↗

Pelican Advisory LLC

COVINGTON, LA
Reported AUM$119M
Employees4
4.5% of city AUMView RIA ↗

Advocacy Financial LLC

COVINGTON, LA
Reported AUM$103.4M
Employees4
3.9% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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