Best Financial Advisor Firms West Virginia 2025

Written by AdvisorSearch.org

March 07, 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		$434.0 million	1,563	3	$277,661
Advance Capital Management		$4.5 billion	6,882	31	$654,525
Advanced Asset Management Advisors		$740.0 million	336	4	$2.2 million
Astor Investment Management		$198.4 million	447	4	$443,903
Benchmark Investment Advisors		$305.3 million	112	3	$2.7 million
Ciccarelli Advisory Services		$1.4 billion	2,092	11	$678,041
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
Csenge Advisory Group		$2.9 billion	6,312	76	$456,699
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Evermay Wealth Management		$1.2 billion	525	18	$2.2 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
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
FSA Wealth Partners		$770.2 million	707	9	$1.1 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		$1.4 billion	807	13	$1.7 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		$851.5 million	225	3	$3.8 million
Hergenroeder Financial Advisors		$282.7 million	438	4	$645,419
Hudson Advisor Services		$312.2 million	323	4	$966,635
Interactive Financial Advisors		$337.8 million	2,151	37	$157,035
Ironwood Wealth Management		$212.8 million	278	3	$765,600
Jacobi Capital Management		$1.7 billion	2,492	23	$679,151
Keystone Financial Group		$1.9 billion	6,508	32	$285,638
Latitude Advisors		$379.5 million	1,675	70	$226,576
LOC Investment Advisers		$771.0 million	865	6	$891,315
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mench Financial		$121.2 million	184	3	$658,703
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Modera Wealth Management		$15.5 billion	6,106	121	$2.5 million
NTV Asset Management		$963.4 million	347	5	$2.8 million
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Partners IN Financial Planning		$779.8 million	389	7	$2.0 million
Patten and Patten		$2.1 billion	865	4	$2.4 million
Perigon Wealth Management		$8.7 billion	4,766	82	$1.8 million
Rodgers Brothers		$964.7 million	508	9	$1.9 million
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Saratoga Research & Investment Management		$2.5 billion	3,016	15	$832,577
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
Smithbridge Asset Management		$665.8 million	485	5	$1.4 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Steigerwald, Gordon & Koch - Wealth Advisors		$1.2 billion	688	8	$1.8 million
Summit Financial Strategies		$2.1 billion	983	17	$2.1 million
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
The Mather Group		$11.7 billion	4,260	103	$2.7 million
TJT Capital Group		$294.1 million	194	2	$1.5 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
Wealthcare Capital Management		$3.0 billion	5,066	36	$598,278
Wealthcrossing		$1.2 billion	253	7	$4.8 million
Whitener Capital Management		$506.1 million	605	5	$836,527

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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.