RIAs in West Virginia
27 RIAs headquartered in West Virginia managing a combined $7.1B.
By city
WHEELINGWest Virginia5 FIRMS · $3.6BCHARLESTONWest Virginia4 FIRMS · $1.2BSHEPHERDSTOWNWest Virginia3 FIRMS · $594MHURRICANEWest Virginia3 FIRMS · $249MPARKERSBURGWest Virginia2 FIRMS · $1.1BSOUTH CHARLESTONWest Virginia2 FIRMS · $39.9MRipleyWest Virginia1 FIRM · $37.7MWEIRTONWest Virginia1 FIRM · $131Mpresident ceoWest Virginia1 FIRM · $1MDAVINWest Virginia1 FIRM · $2.9MHUNTINGTONWest Virginia1 FIRM · $1.3MMORGANTOWNWest Virginia1 FIRM · $210MBARBOURSVILLEWest Virginia1 FIRM · $25KPRINCETONWest Virginia1 FIRM · $700K
All RIAs in West Virginia
MCKINLEY CARTER WEALTH SERVICES, INC.
RIAWHEELING, WV
AUM $2.3BTEAM 32REPS 27
NTV ASSET MANAGEMENT, LLC
RIACHARLESTON, WV
AUM $1.2BTEAM 5REPS 5
COMMONWEALTH FINANCIAL SERVICES
RIAPARKERSBURG, WV
AUM $995MTEAM 26REPS 18
WESBANCO INVESTMENT DEPARTMENT
RIAWHEELING, WV
AUM $893MTEAM 13REPS 5
HOXTON PLANNING & MANAGEMENT, LLC
RIASHEPHERDSTOWN, WV
AUM $592MTEAM 8REPS 4
FORT HENRY CAPITAL, LLC
RIAWHEELING, WV
AUM $278MTEAM 2REPS 2
IRONWOOD WEALTH MANAGEMENT, INC.
RIAHURRICANE, WV
AUM $233MTEAM 3REPS 3
HUFFMAN & ROSS WEALTH MANAGEMENT LLC
RIAMORGANTOWN, WV
AUM $210MTEAM 2REPS 2
STEELOAKS INVESTMENT ADVISERS, INC.
RIAWEIRTON, WV
AUM $131MTEAM 2REPS 5
ANTHONY INVESTMENT MANAGEMENT, LLC
RIAWHEELING, WV
AUM $73.5MTEAM 1REPS 1
ROHR CAPITAL MANAGEMENT
RIAPARKERSBURG, WV
AUM $64.1MTEAM 3REPS 2
BLACKBEAR CAPITAL, LLC
RIARipley, WV
AUM $37.7MTEAM 2REPS 2
WNA WEALTH MANAGEMENT, LLC
RIACHARLESTON, WV
AUM $32.1MTEAM 1REPS 1
JACOBS & COMPANY
RIACHARLESTON, WV
AUM $29.2MTEAM 1REPS 2
RETIREMENT PLANNING CONSULTANTS INC
RIASOUTH CHARLESTON, WV
AUM $26.9MTEAM 1REPS 1
JA INVESTMENT MANAGEMENT, LLC
RIAHURRICANE, WV
AUM $15.3MTEAM 1REPS 1
FREEDOM FINANCIAL ADVISORS, LLC
RIASOUTH CHARLESTON, WV
AUM $13MTEAM 3REPS 3
BIANCO CAPITAL MANAGEMENT, LLC
RIADAVIN, WV
AUM $2.9MTEAM 1REPS 1
MISSION: ADVICE
RIASHEPHERDSTOWN, WV
AUM $2.8MTEAM 1REPS 1
JONDAKNOWS FINANCIAL GROUP, INC.
RIAHUNTINGTON, WV
AUM $1.3MTEAM 1REPS 1
THE SPANO GROUP WEALTH MANAGERS
RIApresident ceo, WV
AUM $1MTEAM 1REPS 1
MCKEE WEALTH MANAGEMENT
RIAHURRICANE, WV
AUM $763KTEAM 1REPS 1
4 SEASONS ADVISORS
RIAPRINCETON, WV
AUM $700KTEAM 2REPS 2
LAYNE FINANCIAL GROUP
RIABARBOURSVILLE, WV
AUM $25KTEAM 1REPS 1
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