Best Financial Advisor Firms West Virginia 2025

Written by AdvisorSearch.org

February 05, 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
Absolute Capital Management		$400.6 million	1,433	3	$279,557
Advance Capital Management		$4.0 billion	7,015	30	$573,554
Advanced Asset Management Advisors		$722.3 million	357	3	$2.0 million
Astor Investment Management		$198.4 million	447	4	$443,903
Buckingham Capital Management		$911.0 million	1,286	14	$708,392
Ciccarelli Advisory Services		$1.4 billion	2,092	11	$678,041
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		$22.4 billion	4,264	28	$5.2 million
Cookson Peirce Wealth Management		$1.9 billion	920	17	$2.1 million
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
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
Fragasso Financial Advisors		$2.4 billion	2,126	19	$1.1 million
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 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
Guyasuta Investment Advisors		$2.4 billion	458	11	$5.1 million
H Financial Management		$533.8 million	543	6	$983,001
Hartline Investment Corporation		$659.3 million	252	3	$2.6 million
Hergenroeder Financial Advisors		$248.0 million	439	4	$564,967
Hudson Advisor Services		$255.7 million	279	3	$916,560
Interactive Financial Advisors		$284.9 million	2,437	36	$116,922
Ironwood Wealth Management		$212.8 million	278	3	$765,600
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
LOC Investment Advisers		$708.2 million	888	6	$797,576
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 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
MFA Wealth Advisors		$479.3 million	606	9	$790,966
Miller Tabak Asset Management		$1.4 billion	1,099	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		$779.8 million	389	7	$2.0 million
Patten and Patten		$1.9 billion	709	4	$2.7 million
Perigon Wealth Management		$6.9 billion	3,744	77	$1.9 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
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
Smithbridge Asset Management		$613.0 million	476	5	$1.3 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		$2.1 billion	983	17	$2.1 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
Wealthcrossing		$1.1 billion	262	9	$4.3 million
Whitener Capital Management		$409.2 million	758	5	$539,882

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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.