RIAs in West Virginia

31 listed · From their SEC Form ADV filings: assets under management, custodians, tech stacks and the advisors who work there.

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RIA	People	AUM
Mckinley Carter Wealth Services, Inc.	Tyrone PhillippiJoshua JohnsonDavid McKinley+22 more	$2.31Bas of Mar 2026
Security Capital Management	Joyce LibbyWalker HollowayMelanie Herbst+17 more	$1.39Bas of Mar 2026
Ntv Asset Management, LLC	John ValentineIan FloresJames Thomas+2 more	$1.16Bas of Mar 2026
Commonwealth Financial Services	Nikki LudeCiara StewartNeal Watson+14 more	$994.7Mas of Aug 2026
Wesbanco Investment Department	—	$892.6Mas of Mar 2026
Hoxton Planning & Management, LLC	Archibald HoxtonJames SutchArchibald Hoxton+2 more	$591.5Mas of Mar 2026
United Brokerage Services Inc	Manuel MoralJoseph KantakevichWilliam Rainwater+54 more	$372.3Mas of Apr 2026
Fort Henry Capital, LLC	Russell DunkinJeremy Lowe	$278.5Mas of Feb 2026
Vandalia Wealth	Caleb CastoJonathan DorseyAshley Israel+11 more	$249.6Mas of Jul 2026
Ironwood Wealth Management, Inc.	John WilliamsTyler WilliamsMegan Watterson	$233.1Mas of Mar 2026
Huffman & Ross Wealth Management LLC	Jon HuffmanJennifer Ross	$210Mas of Jun 2026
Steeloaks Investment Advisers, Inc.	—	$131Mas of Mar 2026
Anthony Investment Management, LLC	Thomas Anthony	$73.5Mas of Jan 2026
Rohr Capital Management	Taj RohrAshley Boggs	$64.1Mas of Mar 2026
Blackbear Capital, LLC	Maxwell KnappJack Whitney	$37.7Mas of Mar 2026
Jacobs & Company	—	$33.4Mas of Sep 2026
Wna Wealth Management, LLC	Robert Nistendirk	$32.1Mas of Mar 2026
Retirement Planning Consultants Inc	Eric Ayersman	$26.9Mas of Mar 2026
Ja Investment Management, LLC	John Arthur	$15.3Mas of Jan 2026
Freedom Financial Advisors, LLC	Jerry PotterBrian RossMelissa Grass+1 more	$13Mas of Apr 2026
Bianco Capital Management, LLC	John White	$2.9Mas of Mar 2026
Mission: Advice	Thomas Maiden	$2.8Mas of Mar 2026
Jondaknows Financial Group, Inc.	Jonda Lowe	$1.3Mas of Jan 2026
The Spano Group Wealth Managers	Joseph Spano	$1Mas of Jan 2025
Mckee Wealth Management	James McKee	$763Kas of Apr 2026
4 Seasons Advisors	Richard AllenJessie Thompson	$700Kas of Sep 2023
Layne Financial Group	Ethan Layne	$58Kas of Jul 2026
Felton Wealth, LLC	Robert Felton	$0as of Sep 2026
Legacy Financial	Steven SchetromRachel Schetrom	$0as of Jun 2026
Optima Trade & Investments, LLC	Ross MerendaJeffrey Hensler	$0as of Mar 2026
Advisor Alliance LLC	—	—

RIAs in West Virginia

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