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RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West Virginia

Every SEC-registered investment adviser representative in West Virginia, by the city of the firm office they work from.

813 registered advisors work in West Virginia, across 87 cities; the most are in Charleston (152).

Cities in West Virginia

CFP advisors in West Virginia →

Charleston 152Wheeling 89Huntington 70Morgantown 64Parkersburg 41Bridgeport 37Martinsburg 32Hurricane 26Beckley 25Vienna 24Barboursville 19Fairmont 16South Charleston 16Clarksburg 12Weirton 11Elkins 10Berkeley Springs 8Charles Town 8Shepherdstown 8Bluefield 7Buckhannon 7Lewisburg 6Charleston - Northgate 5Princeton 5Cross Lanes 4Moorefield 4Ripley 4Scott Depot 4St Albans 4Summersville 4Weston 4Winfield 4Elkview 3Green Bank 3Kearneysville 3Milton 3Moundsville 3Oak Hill 3Point Pleasant 3Spencer 3

47 smaller places with one or two advisors are in the advisor search.

Firms based in West Virginia: largest RIAs in West Virginia. Source: the SEC's Investment Adviser Public Disclosure daily file; broker-only representatives aren't included.

Other states

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