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Best Financial Advisors near Tad, West Virginia


To help Americans find the best financial advisors in Tad, West Virginia, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Tad, West Virginia.


1. Dixon Hughes Goodman Wealth Advisors
   (304) 342-0563
500 Virginia Street East Suite 810, Charleston, West Virginia

Dixon Hughes Goodman Wealth Advisors, registered in 2000, manages $1.6 billion for 4,814 clients.

2. NTV Asset Management
   (304) 353-9090
216 Brooks Street, Suite 300. Charleston, WV

NTV Asset Management, registered in 2000, manages $570.9 million for 269 clients.

3. McKinley Carter Wealth Services
   (304) 230-2400
129 Summers Street Suite 200, Charleston, West Virginia

McKinley Carter Wealth Services, registered in 2005, manages $1.3 billion for 946 clients.

4. Buckingham Strategic Wealth
   (314) 725-0455
101 Washington Street East Suite 120, Charleston, West Virginia

Buckingham Strategic Wealth, registered in 2007, manages $15.6 billion for 9,285 clients.

5. J. W. Cole Advisors
   (304) 746-7977
170 Court Street, Charleston, West Virginia

J. W. Cole Advisors, registered in 2001, manages $3.2 billion for 17,433 clients.

6. United Brokerage Services
   (304) 357-6672
Multiple Locations

United Brokerage Services, registered in 2015, manages $165.6 million for 1,093 clients.

7. United Brokerage Services
   (304) 357-6672
Multiple Locations

United Brokerage Services, registered in 2015, manages $165.6 million for 1,093 clients.



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Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Top Cities for West Virginia


Benwood, West Virginia Charleston, West Virginia Dunbar, West Virginia Glen Dale, West Virginia Tad, West Virginia Valley Grove, West Virginia Vienna, West Virginia Waverly, West Virginia Wheeling, West Virginia Williamstown, West Virginia

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