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Regulatory Documents

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Kovitz Is Making News.

Browse Our Media Archive

Barron’s Has Named Kovitz to Their 2025 Top 100 RIA Firms’ Mega List

Kovitz Recognized on the Forbes 2024 List of Top RIA Firms for Second Consecutive Year

Kovitz Named a Barron's Top 100 RIA for 2024

Barron’s Has Named Kovitz to Their 2025 Top 100 RIA Firms’ Mega List

Sep 18 2025

Press Release | Transform Wealth to Join Kovitz

Mar 13 2025

Kovitz Recognized on the Forbes 2024 List of Top RIA Firms for Second Consecutive Year

Oct 09 2024

Press Release | Fort Pitt Capital Group to Join Kovitz

Oct 03 2024

Kovitz Named a Barron's Top 100 RIA for 2024

Sep 16 2024

Kovitz Named to Crain's Chicago Business 2024 Best Places to Work List

Sep 13 2024

Press Release | Kovitz Recognized Among Top RIA Firms by Financial Advisor Magazine

Jul 24 2024

Press Release | Relative Value Partners to Join Kovitz

Jul 01 2024

Press Release | NorthCoast Asset Management Joins Kovitz

Jun 03 2024

Press Release | IFAM Capital to Join Kovitz

May 31 2024

Crain's | Kovitz merging with Strategic Wealth Partners

Apr 02 2024

Press Release | Strategic Wealth Partners to Join Kovitz

Apr 02 2024

Telemus Joins Forces with Kovitz, Surpassing $10B AUM

Mar 01 2024

Crain's | Chicago and Detroit wealth management firms merge

Jan 30 2024

Press | Focus Financial Partners Announces Leadership Expansion for 2024

Jan 29 2024

Kovitz Named to Forbes List of Top RIA Firms 2023

Oct 11 2023

Kovitz Named a Barron’s Top 100 RIA for 2023

Sep 22 2023

Kovitz Named a 2023 Top RIA Firm by Financial Advisor Magazine

Jul 26 2023

Kovitz Cares Poker & Casino Night 2023

May 24 2023

Venture One Real Estate teams up with DRA Advisors in warehouse deal

Mar 27 2023

Kovitz Named to RIA Edge 100: Growing Above and Beyond

Feb 15 2023

Newman Schimel Joins Kovitz Investment Group

Jan 25 2023

Barron's - Focus Financial Partners Expands Alts Capability With New Acquisition

Jan 05 2023

Better Investing: Grin and Bear It - How Savvy Investors Forage for Future Gains in Down Markets

Jan 05 2023

Origin Investments Joins Kovitz Investment Group

Jan 05 2023

Kovitz Launches Active ETF

Dec 12 2022

7 Financial Planning Activities After Baby

Dec 09 2022

Press | Year-end tax strategies acquire a twist

Nov 29 2022

Kovitz Named to Barron's List of Top 100 RIA Firms

Sep 19 2022

Kovitz Named to Crain’s Chicago Business 2022 Best Places to Work List

Sep 14 2022

Press | New Environs For Long-Term-Care Insurance

Sep 01 2022

Press | The Cheapest Life Insurance Companies

Jul 29 2022

Press | Kovitz Among Top 100 RIAs in Nation

Jul 28 2022

Press | Why It May Be Time to Bet on Las Vegas Sands

Jun 29 2022

Press | Why Advisors Are Rethinking the 4% Rule

Jun 27 2022

Press | Here's How Financial Advisors Can Address the "I" Word

Jun 27 2022

Press | Why Beat-Up Bonds Are Beautiful Bets Right Now

Jun 19 2022

Press | Why Beat-Up Bonds Are Beautiful Bets Right Now

May 25 2022

Kovitz Expands Team with Experienced New Hire

May 09 2022

Financial Advisor | Wealthy Remain Unscathed Despite Cries of 'Tax the Rich'

May 02 2022

Kovitz Adds Experienced Portfolio Manager in Chicago

May 02 2022

Bryan Engler on Blackstone and Visa

Apr 21 2022

Kohl’s Is a Takeover Target. What That Means for the Stock. | Barron's

Mar 17 2022

Kovitz Newsletter Celebrates Major Anniversary

Mar 07 2022

This Strategy Has Beaten the Market for 45 Years - TheStreet

Mar 03 2022

The Travel/ Reopening Play Is Still Thriving. One Fund Manager Shares His Favorite Travel Stocks - Forbes

Mar 01 2022

Warren Buffett is having the last laugh - CNN

Jan 30 2022

Chicago Wealth Management Firm Continues to Attract, Promote Talent

Jan 07 2022

Kovitz Expands Madison Office with Key Hire

Dec 15 2021

Navigating the uncertainty around tax changes

Dec 06 2021

Kovitz Hits a Hole-in-One with New PGA Tour Player Partnership

Sep 29 2021

Kovitz Named to Barron's List of Top 100 RIA Firms

Sep 22 2021

14 Dividend stocks from a winning value manager as the broader market hits record high

Sep 03 2021

Clients are upping charitable giving in the wake of the pandemic

Jul 12 2021

Ignoring This Conventional Advice Could Save You on Taxes in Retirement

Jul 12 2021

Bank earnings preview — pullback gives you an opportunity to buy the stocks

Jul 08 2021

Inflation? Bring It On, Says Stock-Picking Whiz

Jun 15 2021

A Loophole Makes ‘529’ Plans Good Wealth Transfer Tools. Your questions, answered

Jun 12 2021

A Loophole Makes ‘529’ Plans Good Wealth Transfer Tools. Here’s How to Use Them.

Jun 01 2021

ATT Cut Dividend Buy the Stock

May 24 2021

Crain's Names Kovitz in Top 100 Best Places to Work List

Apr 09 2021

The Kovitz Construct

Apr 08 2021

Kovitz Team Shares Insights on Value Investing Strategies

Mar 24 2021

Press Forbes -Don’t Worry, The Odds Are In Your Favor Says This Value Investor

Mar 07 2021

Kovitz Moving Headquarters in Next Phase of Firm Growth

Feb 11 2021

Nordstrom Looks Like a Department Store Survivor. Its Stock Still Has Room to Run.

Jan 04 2021

30 dividend stocks selected for value as the U.S. economy gathers steam

Nov 28 2020

Improving Cash Flows Put GM and Ford Dividends in Line for Restoration

Nov 25 2020

What do you consider the chief thematic investing theme of the current decade?

Nov 24 2020

Being Disciplined, Consistent and Patient as a Value Investor

Nov 09 2020

This is last peek we’ll get at wealthy Americans’ view of markets, economy before election

Oct 27 2020

An Outstanding Hedged-Equity Fund

Aug 20 2020

Kovitz Named to 2020 Financial Times 300 Top Registered Investment Advisers

Jul 30 2020

Wealthy Americans have less doubt about market rally, economy, but still fear stock investing

Jul 19 2020

Real Assets Adviser A Game Without Mastery

Jun 01 2020

How to handle your stocks and retirement savings when the market is volatile

Apr 06 2020

Where John Buckingham, Ace Stock Picker, Is Investing Now

Mar 30 2020

John Buckingham, editor of the Prudent Speculator, loves the cruise industry’s growth potential

Mar 07 2020

Kovitz Investment Group Establishes Kovitz Cares Foundation To Aid Local Charities Helping Those in Need

Mar 03 2020

Term Value Investing With John Buckingham: The Firm Manages Over $5.5 Billion

Feb 06 2020

Value Investor Insight: Kovitz Interview

Sep 30 2019

Kovitz Investment Group Named to 2019 Financial Times 300 Top Registered Investment Advisers

Jul 09 2019

Chicago’s Largest Money Managers 2019

Mar 01 2019

Northern Capital Management Joins Kovitz Investment Group

Nov 26 2018

AFAM Capital Joins Kovitz Investment Group

Aug 28 2018

John Buckingham On Value Vs. Growth

Nov 01 2017

The Little Newsletter That Crushed The Market

Feb 28 2017