Best Financial Advisor Firms West Virginia 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in West Virginia.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in West Virginia are as followed:

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 $63.0 million 147 1 $428,512
Arbor Point Advisors 4.5/5 Stars $9.1 billion 24,597 569 $371,313
Axxcess Wealth Management 5/5 Stars $3.6 billion 4,581 40 $783,349
Bianco Capital Management 4.5/5 Stars $918,050 14 1 $65,575
BKD Wealth Advisors 4.5/5 Stars $7.4 billion 4,161 69 $1.8 million
Buckingham Strategic Wealth 4.5/5 Stars $20.0 billion 11,922 229 $1.7 million
Bullseye Investment Management 4.5/5 Stars $152.3 million 986 7 $154,512
Concord Wealth Partners 4.5/5 Stars $770.1 million 1,053 16 $731,382
Csenge Advisory Group 5/5 Stars $2.4 billion 3,904 52 $602,438
Cunningham Wealth Management 5/5 Stars $61.0 million 142 4 $429,679
Dixon Hughes Goodman Wealth Advisors 5/5 Stars $2.2 billion 2,275 23 $969,671
Fort Henry Capital 4.5/5 Stars $211.5 million 396 2 $534,176
Founders Financial Alliance 4.5/5 Stars $642.8 million 2,565 19 $250,618
Hoxton Planning & Management 4.5/5 Stars $297.6 million 281 1 $1.1 million
Ironwood Wealth Management 5/5 Stars $213.6 million 275 1 $776,688
JA Investment Management 4.5/5 Stars $32.0 million 220 1 $145,454
Lexington Financial Advisors 4.5/5 Stars $890,054 38 1 $23,422
LOC Investment Advisers 5/5 Stars $712.1 million 852 6 $835,752
McKinley Carter Wealth Services 5/5 Stars $2.1 billion 1,590 34 $1.3 million
Mission:Advice 4.5/5 Stars $1.8 million 12 1 $153,202
NTV Asset Management 5/5 Stars $755.9 million 289 4 $2.6 million
Potter & Spano Financial Group 4.5/5 Stars $4.1 million 18 3 $227,777
River Wealth Advisors 4.5/5 Stars $1.0 billion 737 10 $1.4 million
Rohr Capital Management 4.5/5 Stars $31.7 million 178 2 $178,299
Shrader Wealth Advisors 5/5 Stars $54.7 million 125 2 $437,472
Southland Equity Partners 5/5 Stars $560.5 million 2,323 22 $241,283
SteelOaks Investment Advisers 4.5/5 Stars $223.0 million 230 2 $969,565
United Brokerage Services 4.5/5 Stars $286.1 million 1,477 58 $193,700
WNA Wealth Management 4.5/5 Stars $7.5 million 12 1 $626,250

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, retirement planning, and more.


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