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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in West Virginia.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

66 financial advisors12 advisory firms8 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

12 advisory firmsCompare public facts. Verify experience directly.
66 financial advisors12 advisory firms8 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

COMMONWEALTH FINANCIAL SERVICESCRD 324930

Advisory firm

Filed advisory firm office: Vienna, WV

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FORT HENRY CAPITAL, LLCCRD 168695

Advisory firm

Filed advisory firm office: Wheeling, WV

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HOXTON PLANNING & MANAGEMENT, LLCCRD 319087

Advisory firm

Filed advisory firm office: Shepherdstown, WV

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HUFFMAN & ROSS WEALTH MANAGEMENT LLCCRD 334674

Advisory firm

Filed advisory firm office: Morgantown, WV

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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IRONWOOD WEALTH MANAGEMENT, INC.CRD 128699

Advisory firm

Filed advisory firm office: Hurricane, WV

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MCKINLEY CARTER WEALTH SERVICES, INC.CRD 135184

Advisory firm

Filed advisory firm office: Wheeling, WV

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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NTV ASSET MANAGEMENT, LLCCRD 111062

Advisory firm

Filed advisory firm office: Charleston, WV

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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SECURITY CAPITAL MANAGEMENTCRD 396

Advisory firm

Filed advisory firm office: Wheeling, WV

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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STEELOAKS INVESTMENT ADVISERS, INC.CRD 108197

Advisory firm

Filed advisory firm office: Weirton, WV

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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UNITED BROKERAGE SERVICES INCCRD 39062

Advisory firm

Filed advisory firm office: Parkersburg, WV

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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VANDALIA WEALTHCRD 340089

Advisory firm

Filed advisory firm office: Charleston, WV

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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WESBANCO INVESTMENT DEPARTMENTCRD 111907

Advisory firm

Filed advisory firm office: Wheeling, WV

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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