Fiduciary advisors in Wheeling, WV

4 registered advisers

Not every West Virginia investor lives near a major metro. Wheeling has 4 SEC-registered fiduciary firms for those who do not. 3 collect fees only, with no commission income.

FORT HENRY CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wheeling, West VirginiaCRD #168695
Typical Fee--
AUM$278M
Minimum--
Clients476

MCKINLEY CARTER WEALTH SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wheeling, West VirginiaCRD #135184
Typical Fee--
AUM$2.5B
Minimum--
Clients5,213

SECURITY CAPITAL MANAGEMENT

Also Compensated via Brokerage
Wheeling, West VirginiaCRD #396
Typical Fee--
AUM$1.2B
Minimum--
Clients2,314

WESBANCO INVESTMENT DEPARTMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wheeling, West VirginiaCRD #111907
Typical Fee--
AUM$869M
Minimum--
Clients6
Fiduciary Advisors in Wheeling, West Virginia | FiduciaryListings