Fiduciary advisors in West Virginia
12registered advisers
10fee-only verified
West Virginia's 12 SEC-registered fiduciary advisors operate in one of the more underserved advisory markets in the country. Fee-only firms number 10. Coal and natural gas royalties still generate planning needs in the southern part of the state, while Charleston's small business community supports the majority of advisory practices.
Cities
Top advisors
COMMONWEALTH FINANCIAL SERVICES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$995M
Minimum--
Clients5,003
FORT HENRY CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$278M
Minimum--
Clients476
HOXTON PLANNING & MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$492M
Minimum--
Clients1,236
HUFFMAN & ROSS WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$210M
Minimum--
Clients655
IRONWOOD WEALTH MANAGEMENT, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$213M
Minimum--
Clients696
LOC INVESTMENT ADVISERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$771M
Minimum--
Clients2,204
MCKINLEY CARTER WEALTH SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.5B
Minimum--
Clients5,213
NTV ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$963M
Minimum--
Clients900
SECURITY CAPITAL MANAGEMENT
Also Compensated via BrokerageTypical Fee--
AUM$1.2B
Minimum--
Clients2,314
STEELOAKS INVESTMENT ADVISERS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$166M
Minimum--
Clients266
UNITED BROKERAGE SERVICES INC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$389M
Minimum--
Clients1,889
WESBANCO INVESTMENT DEPARTMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$869M
Minimum--
Clients6