RIA firms in West Virginia
1,126 RIA firms are registered or notice filed in West Virginia: 41 state registered and 1,085 federally registered. 30 are headquartered here.
Another 3 state registered advisers with no address on file are registered only in West Virginia. #50 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in West Virginia, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| United Brokerage Services, Incalso a Broker Dealer | 56 | $372M | Federally registered | Parkersburg |
| McKinley Carter Wealth Services, Inc. | 25 | $2.3B | Federally registered | Wheeling |
| Hazlett, Burt & Watson, Inc.also a Broker Dealer | 20 | $1.4B | Federally registered | Wheeling |
| Commonwealth Financial Services | 17 | $995M | Federally registered | Parkersburg |
| NTV Asset Management, LLC | 5 | $1.2B | Federally registered | Charleston |
| Hoxton Planning & Management, LLC | 5 | $592M | Federally registered | Shepherdstown |
| Vandalia Wealth | 4 | $25M | Federally registered | Charleston |
| Steeloaks Investment Advisers, Inc. | 4 | $131M | Federally registered | Weirton |
| Freedom Financial Advisors, LLC | 4 | $13M | State registered | South Charleston |
| Ironwood Wealth Management, Inc. | 3 | $233M | Federally registered | Hurricane |
Most advisers based in West Virginia
Advisers registered and working in West Virginia, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in West Virginia that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $9.1B
- Firms reporting
- 27
- Median, federally registered
- $482M
- Median, state registered
- $13M
How they charge
Share of the 30 firms headquartered here that report their fees.
Who they serve
Share of the 27 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
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West Virginia RIA firms, answered.
How many RIA firms are registered in West Virginia?
1,126 RIA firms are registered or notice filed in West Virginia: 41 state registered and 1,085 federally registered. 30 are headquartered there.
Which RIA firms in West Virginia have the most advisers?
United Brokerage Services, Inc (56 advisers), McKinley Carter Wealth Services, Inc. (25 advisers) and Hazlett, Burt & Watson, Inc. (20 advisers).
How much do RIA firms in West Virginia manage?
The 27 RIA firms headquartered in West Virginia that report assets report $9.1B in total. The median is $482M for federally registered firms and $13M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in West Virginia counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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