#1Journey Advisory Group, LLC
JOURNEY ADVISORY GROUP, LLC
Based in Covington, KY
Retirement Plan Advisors in Covington, KY
The top-ranked retirement plan advisors serving Covington, KY are Journey Advisory Group, LLC, Principled Wealth Advisors, LLC and Barnes Dennig Private Wealth Management, LLC. We list 31 retirement plan advisors serving Covington, KY. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Covington, KY (Kenton County). 31 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Covington
#2Principled Wealth Advisors, LLC
PRINCIPLED WEALTH ADVISORS, LLCBased in Covington, KY#3Barnes Dennig Private Wealth Management, LLC
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLCServes this area from Cincinnati, OH (5 mi)#4Formidable Asset Management, LLC
FORMIDABLE ASSET MANAGEMENT, LLCServes this area from Cincinnati, OH (5 mi)#5Opus Capital Management
OPUS CAPITAL GROUP, LLCServes this area from Cincinnati, OH (5 mi)#6Queen City Capital Management, LLC
QUEEN CITY CAPITAL MANAGEMENT, LLCServes this area from Cincinnati, OH (5 mi)#7Constellation Wealth Advisors
QUADRANT CAPITAL GROUP LLCServes this area from Cincinnati, OH (5 mi)#8Feg
FUND EVALUATION GROUP, LLCServes this area from Cincinnati, OH (5 mi)#9The Prosperity People
THE WEALTH ADVISORY TEAM, LLCServes this area from Bellevue, KY (5 mi)#10Pca Investment Advisory Services, Inc.
PCA INVESTMENT ADVISORY SERVICES, INC.Serves this area from Cincinnati, OH (6 mi)
20 more providers serving this area
- Shepherd Wealth Management, Cincinnati, OH (8 mi)
- Argentarii, LLC, Norwood, OH (9 mi)
- Arg Private Wealth, LLC, Norwood, OH (9 mi)
- Crew Capital Management, Ltd., Norwood, OH (9 mi)
- Sims Investment Management LLC, Cincinnati, OH (9 mi)
- Souders Financial Advisors, LLC, Bridgetown, OH (11 mi)
- Johnson Investment Counsel, Inc., Monfort Heights, OH (12 mi)
- Gearhart & Associates, Kenwood, OH (14 mi)
- Horan Wealth, LLC, Kenwood, OH (14 mi)
- Kleinfelder Capital, Inc., Kenwood, OH (14 mi)
- Hauser Retirement Solutions 2 LLC, Kenwood, OH (14 mi)
- Kellett Wealth Advisors, LLC, Rossmoyne, OH (15 mi)
- Octavia Wealth Advisors LLC, Blue Ash, OH (16 mi)
- Schear Investment Advisers, LLC, Blue Ash, OH (16 mi)
- Truepoint, Inc., Blue Ash, OH (16 mi)
- Financial Rounds, Blue Ash, OH (17 mi)
- National Wealth Management Group, LLC, Sharonville, OH (17 mi)
- Wealthquest Corporation, Sharonville, OH (19 mi)
- Hackman Financial Group, Brecon, OH (19 mi)
- Wealth Dimensions Group, Ltd., Brecon, OH (19 mi)
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Frequently asked questions
How many retirement plan advisors serve Covington?
We list 31 retirement plan advisors serving Covington, KY: 2 based there and 29 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Covington?
The top-ranked retirement plan advisors serving Covington, KY are Journey Advisory Group, LLC, Principled Wealth Advisors, LLC, Barnes Dennig Private Wealth Management, LLC, Formidable Asset Management, LLC and Opus Capital Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Covington are verified against official records?
10 of the top 10 match an active official record: Journey Advisory Group, LLC (U.S. Securities and Exchange Commission), Principled Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Barnes Dennig Private Wealth Management, LLC (U.S. Securities and Exchange Commission), Formidable Asset Management, LLC (U.S. Securities and Exchange Commission) and Opus Capital Management (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .