Best Financial Advisor Firms West Virginia 2023

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Written by investor.com

November 01, 2023

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 5/5 Stars $58.7 million 146 1 $401,941
Bianco Capital Management 4.5/5 Stars $912,131 14 1 $65,152
Blackbear Capital 4.5/5 Stars $16.4 million 108 2 $152,018
Concord Wealth Partners 5/5 Stars $693.8 million 1,177 17 $589,496
Fort Henry Capital 5/5 Stars $194.7 million 415 2 $469,155
Founders Financial Alliance 5/5 Stars $617.1 million 2,661 27 $231,914
Freedom Financial Advisors 4.5/5 Stars $2.1 million 22 1 $96,796
Hoxton Planning & Management 4.5/5 Stars $306.9 million 279 2 $1.1 million
Ironwood Wealth Management 5/5 Stars $189.7 million 279 1 $679,957
JA Investment Management 5/5 Stars $11.0 million 55 1 $200,000
LOC Investment Advisers 5/5 Stars $652.8 million 800 6 $815,989
Mckee Wealth Management 4.5/5 Stars $2.3 million 7 1 $328,571
McKinley Carter Wealth Services 5/5 Stars $1.9 billion 1,843 34 $1.0 million
Mission:Advice 4.5/5 Stars $1.6 million 12 1 $135,448
NTV Asset Management 5/5 Stars $678.3 million 297 5 $2.3 million
Peakvalley Wealth 5/5 Stars $78.1 million 147 3 $531,217
Rohr Capital Management 4.5/5 Stars $34.3 million 229 2 $149,657
SteelOaks Investment Advisers 5/5 Stars $137.0 million 245 2 $559,183
Triple Crown Wealth Management 4.5/5 Stars $2.6 million 38 1 $68,799
United Brokerage Services 4.5/5 Stars $229.4 million 953 58 $240,765
WNA Wealth Management 4.5/5 Stars $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
investor.com

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.

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