Best Financial Advisor Firms West Virginia 2023

investor.com

Written by investor.com

March 31, 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 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 4.5/5 Stars $225.3 million 192 7 $1.2 million
Anthony Investment Management 5/5 Stars $58.7 million 146 1 $401,941
Arbor Point Advisors 4.5/5 Stars $6.4 billion 19,182 714 $335,156
Axxcess Wealth Management 5/5 Stars $3.4 billion 4,933 42 $689,158
Bianco Capital Management 4.5/5 Stars $912,131 14 1 $65,152
BKD Wealth Advisors 4.5/5 Stars $7.4 billion 4,161 80 $1.8 million
Buckingham Strategic Wealth 4.5/5 Stars $22.1 billion 12,379 270 $1.8 million
Bullseye Investment Management 4.5/5 Stars $166.3 million 1,314 8 $126,543
Concord Wealth Partners 4.5/5 Stars $693.8 million 1,177 17 $589,496
Fort Henry Capital 4.5/5 Stars $194.7 million 415 2 $469,155
Founders Financial Alliance 4.5/5 Stars $617.1 million 2,661 27 $231,914
Hoxton Planning & Management 4.5/5 Stars $306.9 million 279 3 $1.1 million
Ironwood Wealth Management 5/5 Stars $189.7 million 279 1 $679,957
JA Investment Management 4.5/5 Stars $11.0 million 55 1 $200,000
Lexington Financial Advisors 4.5/5 Stars $2.6 million 38 1 $68,799
LOC Investment Advisers 5/5 Stars $652.8 million 800 6 $815,989
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
Rohr Capital Management 4.5/5 Stars $34.3 million 229 2 $149,657
Shrader Wealth Advisors 5/5 Stars $58.2 million 130 2 $447,746
Southland Equity Partners 5/5 Stars $505.1 million 2,482 21 $203,507
SteelOaks Investment Advisers 5/5 Stars $137.0 million 245 2 $559,183
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

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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