Find The Best Financial Advisors in West Virginia

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in West Virginia
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in West Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 11 non-vetted financial advisors in West Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in West Virginia have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in West Virginia

Top Financial Advisor Firms in West Virginia (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
MCKINLEY CARTER WEALTH SERVICES, INC. 2100 Market Street, Wheeling, WV, 26003	135184	$2,260,993,682	5211	A percentage of AUM, Hourly charges, Fixed fees
SECURITY CAPITAL MANAGEMENT 1300 Chapline Street, Wheeling, WV, 26003	396	$1,018,623,006	2291	A percentage of AUM
WESBANCO INVESTMENT DEPARTMENT One Bank Plaza, Fifth Floor Wheeling, WV, 26003-3565	111907	$839,421,117	6	A percentage of AUM
NTV ASSET MANAGEMENT, LLC 170 Summers Street, Suite 200 Charleston, WV, 25301-1800	111062	$822,275,700	824	A percentage of AUM, Fixed fees
COMMONWEALTH FINANCIAL SERVICES 373 Timberline Parkway, Vienna, WV, 26105	324930	$774,786,979	4851	A percentage of AUM, Hourly charges, Fixed fees
LOC INVESTMENT ADVISERS 3981 Teays Valley Rd, Hurricane, WV, 25526-9080	105708	$708,247,570	2200	A percentage of AUM
HOXTON PLANNING & MANAGEMENT, LLC 8530 Shepherdstown Pike, Shepherdstown, WV, 25443	319087	$491,558,229	1236	A percentage of AUM, Hourly charges, Fixed fees
UNITED BROKERAGE SERVICES INC 514 Market Street, Parkersburg, WV, 26101	39062	$249,745,693	790	A percentage of AUM
FORT HENRY CAPITAL, LLC 48 Fourteenth Street, Wheeling, WV, 26003	168695	$240,303,428	453	A percentage of AUM, Hourly charges, Fixed fees
IRONWOOD WEALTH MANAGEMENT, INC. 18 Chase Drive, Chase Park Hurricane, WV, 25526	128699	$212,837,072	696	A percentage of AUM, Hourly charges, Fixed fees
STEELOAKS INVESTMENT ADVISERS, INC. 135 Palm Drive, Weirton, WV, 26062	108197	$151,000,000	277	A percentage of AUM, Fixed fees

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