News & Events


News & Events


Latest News

May 2018

Mission Trip to Senegal

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.

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



Financial Advisor Magazine


Top 25 North Texas Wealth Management Firms

Dallas Business Journal


300 Top Registered Investment Advisors

Financial Times


America's Top 1,200 Financial Advisors - No. 14 in Texas



Top Wealth Manager in Dallas

D Magazine


Best Places to Work

San Antonio Business Journal


Corporate Philanthropy & Nonprofit Award

San Antonio Business Journal


Five Star Wealth Manager

Texas Monthly


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