News & Events

 
 

News & Events

 
 

Latest News

November 2016

Covenant recognized for “Corporate Philanthropy” by San Antonio Business Journal

Covenant was recognized by San Antonio Business Journal with the inaugural Corporate Philanthropy and Nonprofit Award in the Small Business category. This award recognizes individuals and organizations for making a difference in the community. Only three business, three nonprofits, and five individuals were awarded.

June 2016

Covenant named one of 2016 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 third 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.

May 2016

Covenant named one of San Antonio Business Journal’s Best Places to Work in 2016

A total of 60 companies, including Covenant, will be recognized this year during an awards luncheon on July 14 at the Norris Conference Center and featured in the next day’s issue of the Business Journal.

March 2016

John Eadie named to Barron’s 2016 Top Advisors List

For the second consecutive year, Covenant founder and managing director, John Eadie, has been ranked in Barron’s America’s Top 1,200 Financial Advisors. He moved up to No. 14 financial advisor in Texas and remains No. 1 in San Antonio.

March 2015

John Eadie named to Barron’s 2015 Top Advisors List

Covenant founder and managing director, John Eadie, has been ranked by Barron’s as the No. 15 ranked financial advisor in Texas and No. 1 in San Antonio.

Awards

Top RIA

Financial Advisor Magazine

2012-2017

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

Top 25 North Texas Wealth Management Firms

Dallas Business Journal

2016-2017

Top Money Management Firms in San Antonio

San Antonio Business Journal

2016-2017

Top 10 Financial Planning Firms in San Antonio

San Antonio Business Journal

2012, 2013, 2016, 2017

Corporate Philanthropy & Nonprofit Award

San Antonio Business Journal

2016

Five Star Wealth Manager

Texas Monthly

2011-2016

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