USA Today/Statista Recognize Covenant Wealth Advisors as a Best Financial Advisory Firm for 2026

We're honored to share that Covenant Wealth Advisors has been named one of USA Today's Best Financial Advisory Firms in America for 2026, developed in partnership with global research firm Statista.

Out of more than 1,000 registered investment advisory firms recognized nationwide, Covenant ranked 3rd in the state of Virginia — a recognition that means more to us than the number itself.

What This Award Recognizes

USA Today and Statista evaluated firms across two dimensions:

• Recommendations from clients, financial advisors, and industry experts** (weighted 20%) — collected through an independent survey of more than 30,000 individuals across the U.S.

• Growth in assets under management** (weighted 80%) — measured over both short-term (12 months) and long-term (five years), through January 2026.

The full methodology is published by Statista here.

Why the Peer and Client Piece Means the Most

Asset growth tells one story. But the part of this recognition we're most grateful for is the second one — that clients we've served and peers in our own industry chose to recommend us.

That's a vote of confidence we can't manufacture. It comes from the conversations, the planning meetings, the late-night calls during volatile markets, and the moments where the right answer required us to put a client's interest ahead of our own. To everyone who recommended us — thank you.

A Note on What This Doesn't Mean

We're proud of this recognition, but we want to be clear about what it is — and what it isn't.

It's an independent, third-party ranking based on growth and reputation data. It's not a guarantee that any client will achieve a particular outcome, and it isn't a forecast of future performance. The work that earned this recognition is the work we'll keep doing tomorrow: planning carefully, communicating clearly, and putting clients first.

If you'd like to learn connect with us to see how we can help guide you to and through retirement. Contact us here.

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Important Disclosures

Covenant Wealth Advisors was named to USA Today's *Best Financial Advisory Firms 2026* list, published April 14, 2026, and developed in partnership with Statista Inc. The ranking evaluated U.S. registered investment advisory (RIA) firms based on recommendations from clients, financial advisors, and industry experts (weighted 20%) and short- and long-term growth of assets under management (weighted 80%), using AUM data evaluated through January 2026.

Covenant Wealth Advisors did not pay a fee to be considered for or to receive this ranking. However, Covenant Wealth Advisors does pay a licensing fee for use of the USA Today/Statista logo. This ranking is a third-party rating as defined under Rule 206(4)-1 of the Investment Advisers Act of 1940. To Covenant's knowledge, no material conflicts of interest existed between the firm and USA Today or Statista in connection with this rating. Rankings and recognitions by unaffiliated rating services should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results, nor should they be construed as an endorsement of Covenant Wealth Advisors by any client.

Covenant Wealth Advisors is an SEC-registered investment adviser; registration does not imply any specific level of skill or training. Past performance is not indicative of future results.