Written by investor.com
We're thrilled to recognize the 2023 Top Financial Advisor Firms in West Virginia.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in West Virginia, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of March 31, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in West Virginia are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- Must have an office location in West Virginia.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Alliance Wealth Strategies |
|
$225.3 million | 192 | 7 | $1.2 million |
| Anthony Investment Management |
|
$58.7 million | 146 | 1 | $401,941 |
| Arbor Point Advisors |
|
$6.4 billion | 19,182 | 714 | $335,156 |
| Axxcess Wealth Management |
|
$3.4 billion | 4,933 | 42 | $689,158 |
| Bianco Capital Management |
|
$912,131 | 14 | 1 | $65,152 |
| BKD Wealth Advisors |
|
$7.4 billion | 4,161 | 80 | $1.8 million |
| Buckingham Strategic Wealth |
|
$22.1 billion | 12,379 | 270 | $1.8 million |
| Bullseye Investment Management |
|
$166.3 million | 1,314 | 8 | $126,543 |
| Concord Wealth Partners |
|
$693.8 million | 1,177 | 17 | $589,496 |
| Fort Henry Capital |
|
$194.7 million | 415 | 2 | $469,155 |
| Founders Financial Alliance |
|
$617.1 million | 2,661 | 27 | $231,914 |
| Hoxton Planning & Management |
|
$306.9 million | 279 | 3 | $1.1 million |
| Ironwood Wealth Management |
|
$189.7 million | 279 | 1 | $679,957 |
| JA Investment Management |
|
$11.0 million | 55 | 1 | $200,000 |
| Lexington Financial Advisors |
|
$2.6 million | 38 | 1 | $68,799 |
| LOC Investment Advisers |
|
$652.8 million | 800 | 6 | $815,989 |
| McKinley Carter Wealth Services |
|
$1.9 billion | 1,843 | 34 | $1.0 million |
| Mission:Advice |
|
$1.6 million | 12 | 1 | $135,448 |
| NTV Asset Management |
|
$678.3 million | 297 | 5 | $2.3 million |
| Rohr Capital Management |
|
$34.3 million | 229 | 2 | $149,657 |
| Shrader Wealth Advisors |
|
$58.2 million | 130 | 2 | $447,746 |
| Southland Equity Partners |
|
$505.1 million | 2,482 | 21 | $203,507 |
| SteelOaks Investment Advisers |
|
$137.0 million | 245 | 2 | $559,183 |
| United Brokerage Services |
|
$229.4 million | 953 | 58 | $240,765 |
| WNA Wealth Management |
|
$14.7 million | 16 | 1 | $917,563 |
More Top Firms by State
About the Editorial Team
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.