Written by investor.com
No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.
But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in West Virginia in 2024.
Best Firms in West Virginia
Click any column header to sort the table, or click any firm to see a detailed review.
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Absolute Capital Management |
|
$351.5 million | 1,414 | 3 | $248,567 |
| Advance Capital Management |
|
$4.0 billion | 7,015 | 29 | $573,554 |
| Advanced Asset Management Advisors |
|
$722.3 million | 357 | 3 | $2.0 million |
| Astor Investment Management |
|
$261.4 million | 519 | 4 | $503,753 |
| Chandler Asset Management |
|
$35.8 billion | 818 | 16 | $43.8 million |
| Ciccarelli Advisory Services |
|
$1.1 billion | 2,738 | 11 | $419,448 |
| Cincinnati Asset Management |
|
$2.4 billion | 6,312 | 8 | $378,975 |
| Clark Capital Management Group |
|
$25.9 billion | 30,934 | 24 | $838,262 |
| Clearstead; Hartland & Co.; Clearstead Advisory Solutions |
|
$15.3 billion | 1,493 | 28 | $10.3 million |
| Cookson Peirce Wealth Management |
|
$1.9 billion | 920 | 17 | $2.1 million |
| Csenge Advisory Group |
|
$2.8 billion | 5,630 | 76 | $488,978 |
 Dash Investments
|
|
$427.1 million | 365 | 5 | $1.2 million |
| EP Wealth Advisors |
|
$22.3 billion | 13,185 | 195 | $1.7 million |
| Estabrook Capital Management |
|
$863.7 million | 794 | 5 | $1.1 million |
| Evermay Wealth Management |
|
$1.1 billion | 512 | 15 | $2.1 million |
| Financial Services Advisory |
|
$693.7 million | 719 | 9 | $964,816 |
| Flexible Plan Investments |
|
$1.4 billion | 11,773 | 6 | $120,660 |
| Fourth Street Performance Partners |
|
$4.8 billion | 107 | 4 | $45.2 million |
| Fragasso Financial Advisors |
|
$2.1 billion | 2,197 | 21 | $975,677 |
| Freedom Investment Management |
|
$2.0 billion | 9,859 | 17 | $204,068 |
| Frontier Asset Management |
|
$5.7 billion | 3,671 | 14 | $1.6 million |
| Future Capital |
|
$962.5 million | 12,768 | 2 | $75,386 |
| Geowealth Management |
|
$12.3 billion | 49,816 | 20 | $247,576 |
| Godsey & Gibb Wealth Management |
|
$1.3 billion | 799 | 9 | $1.6 million |
| Grant Street Asset Management |
|
$578.7 million | 411 | 6 | $1.4 million |
| Grimes & Company |
|
$4.9 billion | 3,599 | 30 | $1.3 million |
| Guidestream Financial |
|
$202.9 million | 795 | 5 | $255,269 |
| Guyasuta Investment Advisors |
|
$2.1 billion | 469 | 14 | $4.5 million |
| H Financial Management |
|
$460.2 million | 566 | 5 | $813,056 |
| Hartline Investment Corporation |
|
$659.3 million | 252 | 3 | $2.6 million |
| Interactive Financial Advisors |
|
$284.9 million | 2,437 | 36 | $116,922 |
| Ironwood Wealth Management |
|
$192.7 million | 276 | 2 | $698,287 |
| ITS Asset Management |
|
$269.4 million | 844 | 2 | $319,241 |
| Jacobi Capital Management |
|
$1.7 billion | 2,492 | 23 | $679,151 |
| Keystone Financial Group |
|
$1.5 billion | 5,260 | 33 | $287,020 |
| Latitude Advisors |
|
$340.4 million | 1,502 | 74 | $226,625 |
| Legend Financial Advisors |
|
$308.5 million | 216 | 4 | $1.4 million |
| LOC Investment Advisers |
|
$708.2 million | 888 | 6 | $797,576 |
| Mainstay Capital Management |
|
$3.9 billion | 3,557 | 14 | $1.1 million |
| Matson Money |
|
$19.6 billion | 30,605 | 9 | $641,967 |
| Mench Financial |
|
$126.7 million | 236 | 3 | $536,935 |
| Merit Financial Advisors |
|
$7.3 billion | 11,475 | 139 | $631,994 |
| Miller Tabak Asset Management |
|
$1.3 billion | 1,110 | 1 | $1.2 million |
| Monongahela Capital Management |
|
$835.9 million | 509 | 9 | $1.6 million |
| NTV Asset Management |
|
$822.3 million | 327 | 5 | $2.5 million |
| Parallel Advisors |
|
$7.1 billion | 3,658 | 63 | $1.9 million |
| Partners IN Financial Planning |
|
$708.5 million | 382 | 8 | $1.9 million |
| Patten and Patten |
|
$1.9 billion | 709 | 4 | $2.7 million |
| Sage Advisory Services CO |
|
$22.7 billion | 8,128 | 38 | $2.8 million |
| Saratoga Research & Investment Management |
|
$2.7 billion | 3,207 | 16 | $854,436 |
| SBK Financial |
|
$1.1 billion | 262 | 9 | $4.3 million |
| Shufro, Rose & Co |
|
$2.0 billion | 1,269 | 9 | $1.6 million |
| Sigfig Wealth Management |
|
$2.8 billion | 79,642 | 4 | $35,120 |
| Slavic Mutual Funds Management Corp |
|
$5.6 billion | 1,098 | 13 | $5.1 million |
| Stadion Money Management |
|
$2.3 billion | 50,984 | 15 | $45,756 |
| Steigerwald, Gordon & Koch - Wealth Advisors |
|
$1.1 billion | 646 | 7 | $1.6 million |
| Summit Financial Strategies |
|
$1.8 billion | 948 | 17 | $1.9 million |
| Symmetry Partners |
|
$5.9 billion | 11,453 | 15 | $513,352 |
| Tandem Investment Advisors |
|
$3.2 billion | 9,811 | 9 | $330,206 |
| The Mather Group |
|
$10.5 billion | 4,245 | 91 | $2.5 million |
| TJT Capital Group |
|
$314.7 million | 307 | 3 | $1.0 million |
| TOM Johnson Investment Management |
|
$1.5 billion | 5,627 | 6 | $267,561 |
| Wealthcare Capital Management |
|
$2.6 billion | 4,611 | 34 | $559,518 |
| Whitener Capital Management |
|
$409.2 million | 758 | 5 | $539,882 |
Find a financial advisor in West Virginia
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More Top Firms by State
Methodology
Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in West Virginia 2024.
Firm has:
- Jurisdiction in West Virginia
- SEC registration
- No reported conflicts of interest*
- No reported disciplinary history
- At least 10 years in business
- Total clients: 100+
- Total assets under management (AUM): $100 million+
*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.
About the Editorial Team
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.