Best Financial Advisors in West Virginia
12 SEC-registered advisory firms across 8 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in West Virginia
Top-Ranked Firms in West Virginia
STEELOAKS INVESTMENT ADVISERS, INC.
WEIRTON, WV · Since 1998
WESBANCO INVESTMENT DEPARTMENT
WHEELING, WV · Since 2001
IRONWOOD WEALTH MANAGEMENT, INC.
HURRICANE, WV · Since 2004
HOXTON PLANNING & MANAGEMENT, LLC
SHEPHERDSTOWN, WV · Since 2022
HUFFMAN & ROSS WEALTH MANAGEMENT LLC
MORGANTOWN, WV · Since 2025
VANDALIA WEALTH
CHARLESTON, WV · Since 2026
UNITED BROKERAGE SERVICES INC
PARKERSBURG, WV · Since 2015
NTV ASSET MANAGEMENT, LLC
CHARLESTON, WV · Since 2000
MCKINLEY CARTER WEALTH SERVICES, INC.
WHEELING, WV · Since 2005
FORT HENRY CAPITAL, LLC
WHEELING, WV · Since 2016
COMMONWEALTH FINANCIAL SERVICES
VIENNA, WV · Since 2023
SECURITY CAPITAL MANAGEMENT
WHEELING, WV · Since 2006
About Financial Advisors in West Virginia
How many financial advisors are registered in West Virginia?
There are 12 SEC-registered investment advisory firms in West Virginia, spread across 8 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in West Virginia?
The median advisory fee in West Virginia is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.