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 November 01, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in West Virginia are as follows:
- Must be rated at least 4.5 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 |
| Anthony Investment Management |
|
$58.7 million | 146 | 1 | $401,941 |
| Bianco Capital Management |
|
$912,131 | 14 | 1 | $65,152 |
| Blackbear Capital |
|
$16.4 million | 108 | 2 | $152,018 |
| 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 |
| Freedom Financial Advisors |
|
$2.1 million | 22 | 1 | $96,796 |
| Hoxton Planning & Management |
|
$306.9 million | 279 | 2 | $1.1 million |
| Ironwood Wealth Management |
|
$189.7 million | 279 | 1 | $679,957 |
| JA Investment Management |
|
$11.0 million | 55 | 1 | $200,000 |
| LOC Investment Advisers |
|
$652.8 million | 800 | 6 | $815,989 |
| Mckee Wealth Management |
|
$2.3 million | 7 | 1 | $328,571 |
| 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 |
| Peakvalley Wealth |
|
$78.1 million | 147 | 3 | $531,217 |
| Rohr Capital Management |
|
$34.3 million | 229 | 2 | $149,657 |
| SteelOaks Investment Advisers |
|
$137.0 million | 245 | 2 | $559,183 |
| Triple Crown Wealth Management |
|
$2.6 million | 38 | 1 | $68,799 |
| 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
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.
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.