May 2018
Every year, Covenant founder and managing director John Eadie, and his wife Beth, sponsor a Covenant employee to participate in a medical mission trip to Senegal. This trip is led by Dr. Linda Hearne from the University United Methodist Church in San Antonio. Read here about wealth advisor Oliver Norman’s experience and takeaways from his journey earlier this year.
March 2018
ScratchWorks Puts Focus on FinTech at Barron’s Top Independent Advisors Summit
ORLANDO, Fla.– ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry, today announced the finalists in its FinTech startup competition. Three finalists will pitch their respective companies to the ScratchWorks founders during a live event at the invite-only Barron’s Top Independent Advisors Summit.
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July 2017
Covenant named one of Best Places to Work in San Antonio
Covenant ranked #9 in the 2017 Best Places to Work by the San Antonio Business Journal.
June 2017
Covenant named one of 2017 Financial Times 300 Top RIA
The Financial Times 300 Top Registered Investment Advisers list recognizes top independent RIA firms from across the U.S. This is the fourth annual FT 300 list, and Covenant has been named each year. Applicants were graded on six criteria: AUM, AUM growth rate, years in existence, advanced industry credentials of the firm’s advisors, online accessibility, and compliance records.
March 2017
John Eadie ranked among Barron’s Top 15 Advisors in Texas for 3rd consecutive year
Every year, Barron’s releases an “America’s Top 1,200 Financial Advisors” list broken down by states. For the third consecutive year, Covenant founder and managing director John Eadie has been ranked in the list. He held his spot as No. 14 in Texas and No. 1 in San Antonio.
Top 10 Financial Planning Firms in San Antonio
San Antonio Business Journal
2012-2013, 2016-2019
Top Money Management Firms in San Antonio
San Antonio Business Journal
2016-2018
Top RIA
Financial Advisor Magazine
2012-2018
Top 25 North Texas Wealth Management Firms
Dallas Business Journal
2016-2018
300 Top Registered Investment Advisors
Financial Times
2014-2017
America's Top 1,200 Financial Advisors - No. 14 in Texas
Barron's
2015-2017
Top Wealth Manager in Dallas
D Magazine
2015-2017
Best Places to Work
San Antonio Business Journal
2016-2017
Corporate Philanthropy & Nonprofit Award
San Antonio Business Journal
2016
Five Star Wealth Manager
Texas Monthly
2011-2016