{ "path": "/advisors/wv", "url": "https://advisorcensus.com/advisors/wv", "page_type": "state", "title": "Financial advisors in West Virginia", "filters": {}, "scope_total": 37, "faq": [ { "q": "How many financial advisory firms are there in West Virginia?", "a": "AdvisorCensus lists 37 investment advisory firms with a principal office in West Virginia, from Form ADV filings as of October 2026: 13 SEC-registered, 23 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in West Virginia?", "a": "14 of the 37 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in West Virginia offer financial planning?", "a": "29 of the 36 firms in West Virginia that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in West Virginia fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 14 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 37 investment advisory firms with a principal office in West Virginia, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in West Virginia: 37 firms from Form ADV filings as of October 2026.", "total_firms": 37, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 13, "state": 23, "exempt": 1 }, "fee_model_mix": [ { "code": "fee-only", "count": 14 }, { "code": "percentage_of_aum", "count": 35 }, { "code": "hourly", "count": 18 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 20 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 2 }, { "code": "other", "count": 1 }, { "code": "not_reported", "count": 1 } ], "years_registered_distribution": [ { "code": "under_5", "count": 15 }, { "code": "5_to_9", "count": 12 }, { "code": "10_to_19", "count": 3 }, { "code": "20_plus", "count": 7 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 14 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 7 }, { "code": "500m_1b", "count": 3 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 163219, "name": "4 Seasons Advisors", "name_as_filed": "4 SEASONS ADVISORS", "url": "https://advisorcensus.com/firm/4-seasons-advisors-princeton-wv-163219", "city": "Princeton", "state": "WV", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289813, "name": "Advisor Alliance LLC", "name_as_filed": "ADVISOR ALLIANCE LLC", "url": "https://advisorcensus.com/firm/advisor-alliance-llc-shepherdstown-wv-289813", "city": "Shepherdstown", "state": "WV", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 161784, "name": "Anthony Investment Management, LLC", "name_as_filed": "ANTHONY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/anthony-investment-management-llc-wheeling-wv-161784", "city": "Wheeling", "state": "WV", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300934, "name": "Bianco Capital Management, LLC", "name_as_filed": "BIANCO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bianco-capital-management-llc-davin-wv-300934", "city": "Davin", "state": "WV", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310990, "name": "Blackbear Capital, LLC", "name_as_filed": "BLACKBEAR CAPITAL, LLC", "url": "https://advisorcensus.com/firm/blackbear-capital-llc-ripley-wv-310990", "city": "Ripley", "state": "WV", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331580, "name": "Blackwater Financial", "name_as_filed": "BLACKWATER FINANCIAL", "url": "https://advisorcensus.com/firm/blackwater-financial-fairmont-wv-331580", "city": "Fairmont", "state": "WV", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324930, "name": "Commonwealth Financial Services", "name_as_filed": "COMMONWEALTH FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/commonwealth-financial-services-vienna-wv-324930", "city": "Vienna", "state": "WV", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344499, "name": "Felton Wealth, LLC", "name_as_filed": "FELTON WEALTH, LLC", "url": "https://advisorcensus.com/firm/felton-wealth-llc-wheeling-wv-344499", "city": "Wheeling", "state": "WV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168695, "name": "Fort Henry Capital, LLC", "name_as_filed": "FORT HENRY CAPITAL, LLC", "url": "https://advisorcensus.com/firm/fort-henry-capital-llc-wheeling-wv-168695", "city": "Wheeling", "state": "WV", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321101, "name": "Freedom Financial Advisors, LLC", "name_as_filed": "FREEDOM FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/freedom-financial-advisors-llc-south-charleston-wv-321101", "city": "South Charleston", "state": "WV", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319087, "name": "Hoxton Planning & Management, LLC", "name_as_filed": "HOXTON PLANNING & MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hoxton-planning-and-management-llc-shepherdstown-wv-319087", "city": "Shepherdstown", "state": "WV", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334674, "name": "Huffman & Ross Wealth Management LLC", "name_as_filed": "HUFFMAN & ROSS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/huffman-and-ross-wealth-management-llc-morgantown-wv-334674", "city": "Morgantown", "state": "WV", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128699, "name": "Ironwood Wealth Management, Inc.", "name_as_filed": "IRONWOOD WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ironwood-wealth-management-inc-hurricane-wv-128699", "city": "Hurricane", "state": "WV", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155510, "name": "JA Investment Management, LLC", "name_as_filed": "JA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ja-investment-management-llc-hurricane-wv-155510", "city": "Hurricane", "state": "WV", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109133, "name": "Jacobs & Company", "name_as_filed": "JACOBS & COMPANY", "url": "https://advisorcensus.com/firm/jacobs-and-company-charleston-wv-109133", "city": "Charleston", "state": "WV", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 325480, "name": "Jondaknows Financial Group, Inc.", "name_as_filed": "JONDAKNOWS FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/jondaknows-financial-group-inc-huntinton-wv-325480", "city": "Huntinton", "state": "WV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336700, "name": "Layne Financial Group", "name_as_filed": "LAYNE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/layne-financial-group-huntington-wv-336700", "city": "Huntington", "state": "WV", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338041, "name": "Legacy Advisors", "name_as_filed": "LEGACY ADVISORS", "url": "https://advisorcensus.com/firm/legacy-advisors-338041", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342713, "name": "Legacy Financial", "name_as_filed": "LEGACY FINANCIAL", "url": "https://advisorcensus.com/firm/legacy-financial-moorefield-wv-342713", "city": "Moorefield", "state": "WV", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338317, "name": "McClure Private Wealth, LLC", "name_as_filed": "MCCLURE PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/mcclure-private-wealth-llc-338317", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 182518, "name": "McKee Wealth Management", "name_as_filed": "MCKEE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/mckee-wealth-management-hurricane-wv-182518", "city": "Hurricane", "state": "WV", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135184, "name": "McKinley Carter Wealth Services, Inc.", "name_as_filed": "MCKINLEY CARTER WEALTH SERVICES, INC.", "url": "https://advisorcensus.com/firm/mckinley-carter-wealth-services-inc-wheeling-wv-135184", "city": "Wheeling", "state": "WV", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300473, "name": "Mission: Advice", "name_as_filed": "MISSION: ADVICE", "url": "https://advisorcensus.com/firm/mission-advice-shepherdstown-wv-300473", "city": "Shepherdstown", "state": "WV", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344809, "name": "Mountain V Management, LLC", "name_as_filed": "MOUNTAIN V MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mountain-v-management-llc-buckhannon-wv-344809", "city": "Buckhannon", "state": "WV", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111062, "name": "NTV Asset Management, LLC", "name_as_filed": "NTV ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ntv-asset-management-llc-charleston-wv-111062", "city": "Charleston", "state": "WV", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141381, "name": "Optima Trade & Investments, LLC", "name_as_filed": "OPTIMA TRADE & INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/optima-trade-and-investments-llc-wheeling-wv-141381", "city": "Wheeling", "state": "WV", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 310925, "name": "Retirement Planning Consultants Inc", "name_as_filed": "RETIREMENT PLANNING CONSULTANTS INC", "url": "https://advisorcensus.com/firm/retirement-planning-consultants-inc-south-charleston-wv-310925", "city": "South Charleston", "state": "WV", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 299876, "name": "Rohr Capital Management", "name_as_filed": "ROHR CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/rohr-capital-management-parkersburg-wv-299876", "city": "Parkersburg", "state": "WV", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 396, "name": "Security Capital Management", "name_as_filed": "SECURITY CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/security-capital-management-wheeling-wv-396", "city": "Wheeling", "state": "WV", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287751, "name": "Shenandoah Financial", "name_as_filed": "SHENANDOAH FINANCIAL", "url": "https://advisorcensus.com/firm/shenandoah-financial-287751", "city": null, "state": null, "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 108197, "name": "Steeloaks Investment Advisers, Inc.", "name_as_filed": "STEELOAKS INVESTMENT ADVISERS, INC.", "url": "https://advisorcensus.com/firm/steeloaks-investment-advisers-inc-weirton-wv-108197", "city": "Weirton", "state": "WV", "years_registered": 28, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147445, "name": "Taylor Capital Management", "name_as_filed": "TAYLOR CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/taylor-capital-management-martinsburg-wv-147445", "city": "Martinsburg", "state": "WV", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327702, "name": "The Spano Group Wealth Managers", "name_as_filed": "THE SPANO GROUP WEALTH MANAGERS", "url": "https://advisorcensus.com/firm/the-spano-group-wealth-managers-president-and-ceo-wv-327702", "city": "President & Ceo", "state": "WV", "years_registered": 3, "raum_band": "under_25m", 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"Parkersburg-Vienna, WV", "state_code": "WV", "firm_count": 3 }, { "path": "/advisors/wv/morgantown", "name": "Morgantown", "msa_name": "Morgantown, WV", "state_code": "WV", "firm_count": 1 }, { "path": "/advisors/wv/weirton", "name": "Weirton", "msa_name": "Weirton-Steubenville, WV-OH", "state_code": "WV", "firm_count": 1 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/wv", "label": "Financial advisors in West Virginia" }, "fee_pages": [ { "path": "/advisors/wv/fee-only", "label": "Fee-only financial advisors in West Virginia", "firm_count": 14 }, { "path": "/advisors/wv/flat-fee", "label": "Flat-fee financial advisors in West Virginia", "firm_count": 20 }, { "path": "/advisors/wv/hourly", "label": "Hourly financial advisors in West Virginia", "firm_count": 18 } ] }, "csv": "https://advisorcensus.com/advisors/wv.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": 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