Friday, October 23, 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 Moundsville, WV

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

4 registered advisors work in Moundsville; the most are at State Farm Investment Management Corp. (2). 0 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Moundsville

FirmAdvisors in Moundsville
State Farm Investment Management Corp.2
Osaic Wealth, Inc. news1
Truist Advisory Services, Inc. news1

Advisors in Moundsville, A to Z

Search all of West Virginia →

Other cities in West Virginia

All of West Virginia →

Charleston 142Wheeling 89Huntington 62Morgantown 55Parkersburg 43Bridgeport 34Martinsburg 30Beckley 27Hurricane 26Vienna 21Barboursville 17Fairmont 17South Charleston 15Clarksburg 13Elkins 9Shepherdstown 8Berkeley Springs 7Bluefield 7Buckhannon 7Charles Town 7Weirton 7Lewisburg 6Charleston - Northgate 5Princeton 5

Questions

How many financial advisors are in Moundsville, WV?

4 investment adviser representatives are registered at firm offices in Moundsville, West Virginia, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Moundsville?

State Farm Investment Management Corp., with 2 registered advisors in Moundsville, followed by Osaic Wealth, Inc. with 1.

How do I check a financial advisor in Moundsville?

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.