Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Martinsburg, WV

Every SEC-registered investment adviser representative at a firm office in Martinsburg, with the firms that employ the most of them.

The short answer

30 registered advisors work in Martinsburg; the most are at Equitable Advisors, LLC (9). 5 list the CFP designation and 29 are also registered broker representatives.

Firms with the most advisors in Martinsburg

FirmAdvisors in Martinsburg
Equitable Advisors, LLC news9
LPL Financial LLC news5
Ameriprise Financial Services, LLC news3
Founders Financial Securities LLC3
Edward Jones news2
United Brokerage Services, Inc.2
Ae Wealth Management, LLC1
Northwestern Mutual Investment Services, LLC1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Thrivent Investment Management Inc.1
Truist Advisory Services, Inc. news1

Advisors in Martinsburg, A to Z

CFP advisors in Martinsburg →

Other cities in West Virginia

All of West Virginia →

Charleston 142Wheeling 83Huntington 67Morgantown 59Parkersburg 39Bridgeport 36Beckley 25Hurricane 25Vienna 23Barboursville 19South Charleston 16Fairmont 15Clarksburg 11Elkins 9Weirton 9Berkeley Springs 8Charles Town 8Shepherdstown 8Bluefield 7Buckhannon 7Lewisburg 6Charleston - Northgate 5Princeton 5Ripley 5

Questions

How many financial advisors are in Martinsburg, WV?

30 investment adviser representatives are registered at firm offices in Martinsburg, West Virginia, according to the SEC's Investment Adviser Public Disclosure records. 29 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Martinsburg?

Equitable Advisors, LLC, with 9 registered advisors in Martinsburg, followed by LPL Financial LLC with 5.

How do I check a financial advisor in Martinsburg?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.