Investment advisers in WV
12 SEC-registered firms · $8.81 billion in regulatory assets · 1 reporting a disciplinary disclosure.
Form ADV data as of 2026-09-01All firms
| Firm | City | Assets | Disclosures |
|---|---|---|---|
| Commonwealth Financial Services | Vienna | $994.7 million | 0 |
| Fort Henry Capital, LLC | Wheeling | $278.5 million | 0 |
| Hoxton Planning & Management, LLC | Shepherdstown | $591.5 million | 0 |
| Huffman & Ross Wealth Management LLC | Morgantown | $210.0 million | 0 |
| Ironwood Wealth Management, Inc. | Hurricane | $233.1 million | 0 |
| Mckinley Carter Wealth Services, Inc. | Wheeling | $2.31 billion | 0 |
| Ntv Asset Management, LLC | Charleston | $1.16 billion | 0 |
| Security Capital Management | Wheeling | $1.39 billion | 4 |
| Steeloaks Investment Advisers, Inc. | Weirton | $131.0 million | 0 |
| United Brokerage Services Inc | Parkersburg | $372.3 million | 0 |
| Vandalia Wealth | Charleston | $249.6 million | 0 |
| Wesbanco Investment Department | Wheeling | $892.6 million | 0 |