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Investment Advisors in Covington, KY: 2026 rankings

85 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Covington: Bullseye Investment Management, RFA Score 68/100; 4.6★ from 23 Google reviews.

  2. 6

    Most-reviewed: Wealthquest, 129 Google reviews at 5.0★, the most of 85 ranked; ranked #6.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

85 Covington investment advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 85 rated firms.

Top 10 investment advisors in Covington at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Covington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bullseye Investment Management684.6★ (23)Cincinnati, 16 mi away—Top score
2HICKS & MANN WEALTH MANAGEMENT675.0★ (73)Covington——
3FEG Investment Advisors674.7★ (3)Cincinnati, 1 mi away——
4Wells Fargo Advisors663.9★ (12)Cincinnati, 11 mi away——
5Touchstone Investments651.8★ (13)Cincinnati, 1 mi away——
6Wealthquest655.0★ (129)Cincinnati, 16 mi away—Most reviews
7Joe Mangiafico - Prudential Financial654.0★ (4)Florence, 9 mi away——
8Carson Wealth (formerly Total Wealth Planning)645.0★ (103)Cincinnati, 15 mi away——
9Wurz Financial Services | Cincinnati Financial Planner645.0★ (32)Cincinnati, 1 mi awayEvenings—
10Matson Money644.4★ (7)Mason, 19 mi away——

All 85 investment advisors in Covington, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Wells Fargo Advisors

    Based in Cincinnati, 11 mi away

    66/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.9★ from 12 Google reviews, listed on Google as “Investment service”.

    • 3.9★ from 12 Google reviews
    Address
    Towers Of Kenwood, 8044 Montgomery Rd Suite 570, Cincinnati, OH 45236
    View profile for Wells Fargo Advisors(513) 985-2060

  5. #5 Touchstone Investments

    Based in Cincinnati, 1 mi away

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 1.8★ from 13 Google reviews, listed on Google as “Investment company”.

    • 1.8★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    303 Broadway #1100, Cincinnati, OH 45202
    View profile for Touchstone Investments(800) 638-8194

  6. #6 Wealthquest

    Based in Cincinnati, 16 mi away

    65/100RFA Score

    Ranked #6 because of its Google rating and review volume: 5.0★ from 129 Google reviews, the most in Covington.

    • 5.0★ from 129 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    50 E Business Way #120, Cincinnati, OH 45241
    View profile for Wealthquest(513) 530-9700

  10. #10 Matson Money

    Based in Mason, 19 mi away

    64/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Investment service”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5955 Deerfield Blvd, Mason, OH 45040
    View profile for Matson Money(513) 204-8000

  14. #14 Yolo Investments Llc

    Based in Cincinnati, 15 mi away

    63/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 2.8★ from 4 Google reviews, listed on Google as “Investment service”.

    • 2.8★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11711 Princeton Pike, Cincinnati, OH 45246
    View profile for Yolo Investments Llc(513) 909-9656

  17. #17 Nova Capital

    Based in Cincinnati, 6 mi away

    62/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3805 Edwards Rd Ste 200, Cincinnati, OH 45209
    View profile for Nova Capital

  18. #18 Creative Planning

    Based in Montgomery, 13 mi away

    61/100RFA Score

    Ranked #18 because of its Google rating and review volume: 4.9★ from 42 Google reviews.

    • 4.9★ from 42 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9340 Montgomery Rd Ste 202, Montgomery, OH 45242
    View profile for Creative Planning(513) 428-6821

  21. #21 Millard Advisors

    Based in Fort Thomas, 3 mi away

    61/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.1★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 36 Google reviews
    Hours
    Mon–Thu 10 AM–3 PM · Fri closed · Sat 10 AM–3 PM · Sun closed
    Address
    440 6th Ave, Dayton, KY 41074
    View profile for Millard Advisors(859) 291-0222

  22. #22 Golden Reserve

    Based in Cincinnati, 12 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 28 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    9545 Kenwood Rd Unit 204, Cincinnati, OH 45242
    View profile for Golden Reserve(513) 815-6046

  23. #23 Western & Southern Life

    Based in Covington

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.1★ from 14 Google reviews, listed on Google as “Life insurance agency”.

    • 4.1★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    909 Wright's Summit Pkwy Ste 100, Fort Wright, KY 41011
    View profile for Western & Southern Life(859) 426-3300

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 85 ranked investment advisors here; the rest are on their profiles.

investment advisors in Covington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Cornerstone Retirement Advisors, Inc.594.8★ (16)8 mi
27Johnson Investment Counsel595.0★ (3)9 mi
28WesBanco Bank594.5★ (8)2 mi
29Johnson Investment Counsel585.0★ (3)10 mi
30Steve Knapp - Financial Advisor, Ameriprise Financial Services, LLC585.0★ (12)9 mi
31Pension Corporation of America583.4★ (30)3 mi
32Golden Reserve585.0★ (4)In Covington
33WesBanco Bank584.1★ (17)9 mi
34Western & Southern Life584.0★ (17)8 mi
35Retire Right Wealth Management574.8★ (23)19 mi
36Charles Schwab574.1★ (18)11 mi
37Western & Southern Life574.5★ (24)17 mi
38Fidant Wealth Partners - Ameriprise Financial Services, LLC574.0★ (4)In Covington
39KMK Financial Group575.0★ (3)In Covington
40Fidelity Investments573.2★ (53)6 mi
41THOR Wealth Management Inc.575.0★ (7)8 mi
42Charles Schwab574.8★ (5)4 mi
43Republic Finance575.0★ (11)14 mi
44Lifetime Financial Growth575.0★ (3)1 mi
45Edward Jones - Financial Advisor: Meg Hawk, CEPA®|AAMS®575.0★ (4)4 mi
46Wells Fargo Advisors562.4★ (16)1 mi
47WesBanco Bank563.0★ (6)3 mi
48Odyssey Financial Advisors - Ameriprise Financial Services, LLC565.0★ (4)6 mi
49John Fruin - Financial Advisor, Ameriprise Financial Services, LLC555.0★ (4)9 mi
50Edward Jones - Financial Advisor: Rick Combs, AAMS®553.7★ (3)5 mi

Also serving Covington

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Covington
BusinessGoogle ratingDistance
Aurora Financial Consultants5.0★ (10)In Covington
Carson Wealth5.0★ (1)In Covington
Corporex Companies1.0★ (2)In Covington
COVCORIn Covington
EP Wealth Advisors5.0★ (8)In Covington
Everest Financial, Inc.5.0★ (9)In Covington
Evergreen Advisors Inc.4.0★ (3)In Covington
Fifth Third Securities - Joseph BonoIn Covington
Focus On Success5.0★ (1)In Covington
Legacy Financial4.0★ (4)In Covington
MCF Advisors - Covington5.0★ (11)In Covington
Principled Wealth Advisors3.0★ (4)In Covington
Renaissance Investment Management5.0★ (1)In Covington
Shelley Funke FrommeyerIn Covington
Stifel5.0★ (1)In Covington
The Leugers Tierney Group of Raymond JamesIn Covington
Trulip Retirement Planning5.0★ (1)In Covington
U.S. Bancorp Advisors - Financial Advisors: CovingtonIn Covington
W3 Financial Group5.0★ (1)In Covington
Wallace G Murphy: Primerica - Financial Services5.0★ (7)In Covington

How we ranked Covington investment advisors

We scored 85 Covington investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Covington data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Covington: frequently asked questions

Which investment advisor has the highest RFA Score in Covington?

By RFA Score, the highest-ranked investment advisor in Covington, KY is Bullseye Investment Management with an RFA Score of 68/100. It has 4.6★ from 23 Google reviews. HICKS & MANN WEALTH MANAGEMENT (#2) and FEG Investment Advisors (#3) follow. We ranked 85 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Covington?

RankedFinancialAdvisors ranks 85 investment advisors serving Covington, KY. 7 of them are based in Covington; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Covington work on weekends?

4 of 85 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Millard Advisors (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Covington investment advisors have?

The median Google rating among 85 rated investment advisors in Covington is 4.8★, with a median of 5 reviews. Wealthquest has the most, 129 reviews, and ranks #6. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Covington count in this ranking?

Yes, if they are within 25 mi of the Covington city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Covington ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Covington a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Covington

  1. November 2026: RFA Scores recalculated for 85 investment advisors serving Covington.

More investment advisors and Covington pages