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Top Financial Advisor Firms in West Virginia




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 11 Financial Advisor Firms in West Virginia.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 11 best firms, with at least one office in West Virginia, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of June 01, 2020, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in West Virginia are as followed:

  • Must be Trusted by investor.com.
  • 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!



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Are you a top firm in West Virginia? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Brandon Wilson for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
Buckingham Strategic Wealth 2007 View Locations
Csenge Advisory Group 2011 View Locations
Dixon Hughes Goodman Wealth Advisors 2000 View Locations
Fort Henry Capital 2016 View Locations
Ironwood Wealth Management 2004 View Locations
J. W. Cole Advisors 2001 View Locations
LOC Investment Advisers 1982 View Locations
McKinley Carter Wealth Services 2005 View Locations
NTV Asset Management 2000 View Locations
Southland Equity Partners 2010 View Locations
SteelOaks Investment Advisers 1998 View Locations


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