Registered investment advisers in West Virginia

12 firms in West Virginia representing $8.8B in assets under management, sourced from public SEC Form ADV filings.

Cities

Charleston2 Hurricane1 Morgantown1 Parkersburg1 Shepherdstown1 Vienna1 Weirton1 Wheeling4

Mckinley Carter Wealth Services, INC.

Wheeling, WV · Est. 2005

RegionalInternational

Fee-based

AUM: $2.3B
Per adviser: $85M
Advisers: 27

No reported disclosures

Security Capital Management

Wheeling, WV · Est. 2006

Regional

Fee-only

AUM: $1.4B
Per adviser: $99M
Advisers: 14

No reported disclosures

Ntv Asset Management, LLC

Charleston, WV · Est. 2000

LocalInternational

Fee-based

AUM: $1.2B
Per adviser: $232M
Advisers: 5

No reported disclosures

Commonwealth Financial Services

Vienna, WV · Est. 2023

Regional

Fee-based

AUM: $995M
Per adviser: $77M
Advisers: 13

No reported disclosures

Wesbanco Investment Department

Wheeling, WV · Est. 2001

Local

Fee-only

AUM: $893M
Per adviser: $69M
Advisers: 13

No reported disclosures

Hoxton Planning & Management, LLC

Shepherdstown, WV · Est. 2022

Local

Fee-based

AUM: $592M
Per adviser: $148M
Advisers: 4

No reported disclosures

United Brokerage Services INC

Parkersburg, WV · Est. 2015

National

Fee-only

AUM: $372M
Per adviser: $7M
Advisers: 55

No reported disclosures

Fort Henry Capital, LLC

Wheeling, WV · Est. 2016

Local

Fee-based

AUM: $278M
Per adviser: $139M
Advisers: 2

No reported disclosures

Vandalia Wealth

Charleston, WV · Est. 2026

Regional

Fee-based

AUM: $250M
Per adviser: $17M
Advisers: 15

No reported disclosures

Ironwood Wealth Management, INC.

Hurricane, WV · Est. 2004

Local

Fee-based

AUM: $233M
Per adviser: $78M
Advisers: 3

No reported disclosures

Huffman & Ross Wealth Management LLC

Morgantown, WV · Est. 2025

Local

Fee-based

AUM: $210M
Per adviser: $105M
Advisers: 2

No reported disclosures

Steeloaks Investment Advisers, INC.

Weirton, WV · Est. 1998

Local

Fee-based

AUM: $131M
Per adviser: $66M
Advisers: 2

No reported disclosures