Investment adviser firms in West Virginia
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
12 firms · Source months shown: August 2026
- COMMONWEALTH FINANCIAL SERVICES, LLC.CRD 324930 · VIENNA, WV$994,745,926.00Regulatory AUM · August 2026
- FORT HENRY CAPITAL, LLCCRD 168695 · WHEELING, WV$278,481,087.00Regulatory AUM · August 2026
- HAZLETT, BURT & WATSON, INC.CRD 396 · WHEELING, WV$1,388,534,202.00Regulatory AUM · August 2026
- HOXTON PLANNING & MANAGEMENT, LLCCRD 319087 · SHEPHERDSTOWN, WV$591,549,809.00Regulatory AUM · August 2026
- HUFFMAN & ROSS WEALTH MANAGEMENT LLCCRD 334674 · MORGANTOWN, WV$209,964,128.00Regulatory AUM · August 2026
- IRONWOOD WEALTH MANAGEMENT, INC.CRD 128699 · HURRICANE, WV$233,131,125.00Regulatory AUM · August 2026
- MCKINLEY CARTER WEALTH SERVICES, INC.CRD 135184 · WHEELING, WV$2,306,284,068.00Regulatory AUM · August 2026
- NTV ASSET MANAGEMENT, LLCCRD 111062 · CHARLESTON, WV$1,159,200,099.00Regulatory AUM · August 2026
- STEELOAKS INVESTMENT ADVISERS, INC.CRD 108197 · WEIRTON, WV$131,000,000.00Regulatory AUM · August 2026
- UNITED BROKERAGE SERVICES, INCCRD 39062 · PARKERSBURG, WV$372,273,451.00Regulatory AUM · August 2026
- VANDALIA WEALTH MANAGEMENT INCORPORATEDCRD 340089 · CHARLESTON, WV$249,574,253.00Regulatory AUM · August 2026
- WESBANCO BANK, INC.CRD 111907 · WHEELING, WV$892,606,781.00Regulatory AUM · August 2026