Best Financial Advisor Firms West Virginia 2026

Written by AdvisorSearch.org

May 08, 2025

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, AdvisorSearch.org 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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
Abner Herrman & Brock		$2.7 billion	2,403	6	$1.1 million
Absolute Capital Management		$554.0 million	1,838	3	$301,389
Advanced Asset Management Advisors		$651.3 million	309	4	$2.1 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Armstrong Dixon		$447.5 million	294	6	$1.5 million
Benchmark Investment Advisors		$305.3 million	112	3	$2.7 million
Ciccarelli Advisory Services		$1.6 billion	3,553	11	$446,472
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
CPC Advisors		$1.7 billion	981	17	$1.7 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Evermay Wealth Management		$1.3 billion	567	19	$2.3 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Fragasso Financial Advisors		$2.8 billion	2,205	18	$1.3 million
Freedom Investment Management		$568.7 million	520	6	$1.1 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
FSA Wealth Partners		$819.7 million	698	9	$1.2 million
Future Capital		$2.0 billion	15,521	2	$129,876
Geowealth Management		$17.6 billion	51,018	20	$344,477
Godsey & Gibb Wealth Management		$1.6 billion	831	13	$1.9 million
Guideline Investments		$16.5 billion	87,973	2	$187,499
Guyasuta Investment Advisors		$2.4 billion	478	10	$5.1 million
H Financial Management		$621.9 million	557	6	$1.1 million
Hartline Investment Corporation		$935.5 million	266	3	$3.5 million
Hergenroeder Financial Advisors		$304.5 million	421	3	$723,291
Hudson Advisor Services		$312.2 million	323	4	$966,635
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
Interactive Financial Advisors		$240.4 million	1,307	33	$183,946
Ironwood Wealth Management		$233.1 million	276	3	$844,677
Latitude Advisors		$566.5 million	1,590	66	$356,289
Mainstay Capital Management		$4.8 billion	3,381	16	$1.4 million
Matson Money		$20.6 billion	30,142	8	$682,467
Mench Financial		$130.6 million	183	3	$713,532
Meridian Financial Partners		$627.6 million	583	5	$1.1 million
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
NTV Asset Management		$1.2 billion	376	5	$3.1 million
Orgel Wealth Management		$9.5 billion	3,976	31	$2.4 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Partners IN Financial Planning		$913.6 million	396	8	$2.3 million
Patten and Patten		$2.2 billion	879	3	$2.5 million
Perigon Wealth Management		$11.3 billion	5,664	92	$2.0 million
Rodgers Brothers		$1.0 billion	506	9	$2.1 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	257	3	$10.4 million
Saratoga Research & Investment Management		$2.5 billion	2,740	15	$915,807
SAX Wealth Advisors		$3.6 billion	1,655	37	$2.2 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
Smithbridge Asset Management		$830.7 million	513	4	$1.6 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Steigerwald, Gordon & Koch - Wealth Advisors		$1.3 billion	709	9	$1.9 million
Summit Financial Strategies		$2.3 billion	1,026	20	$2.2 million
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
The Mather Group		$13.4 billion	4,773	97	$2.8 million
TJT Capital Group		$294.1 million	194	2	$1.5 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Treasure Coast Financial Planning		$241.5 million	251	5	$962,048
Wealthcrossing		$1.5 billion	267	8	$5.8 million
West Financial Services		$2.8 billion	964	22	$2.9 million
Whitener Capital Management		$598.5 million	851	5	$703,257

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Methodology

Every month AdvisorSearch.org’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 AdvisorSearch.org: 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.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.