News & Events

 
 

News & Events

 
 

Latest News

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.

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.

Awards

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

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