Find The Best Financial Advisors in Wheeling, West Virginia

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Wheeling , West Virginia

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Wheeling, West Virginia, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 4 non-vetted financial advisors in Wheeling, West Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wheeling, West Virginia have an average of 39 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 Wheeling , West Virginia

Edelman Financial Engines, LLC

877-208-7414

Address

• 1605 Carmody Court, Building IV,
  Suite 100,
  Sewickley, PA 15143 See Details
• 945 Windham Court,
  Suite 2,
  Boardman, OH 44512 See Details

Connect with Edelman

Connect with Edelman

James Evans

TTG Financial Inc

330-491-2220

Address

• 4051 Whipple Ave NW,
  Suite 110,
  Canton, OH 44718 See Details

Connect with James

Connect with James

Top Financial Advisor Firms in Wheeling, 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
FORT HENRY CAPITAL, LLC 48 Fourteenth Street, Wheeling, WV, 26003	168695	$240,303,428	453	A percentage of AUM, Hourly charges, Fixed fees

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