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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wheeling, WV

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

89 registered advisors work in Wheeling; the most are at Wesbanco Securities, Inc. (19). 0 list the CFP designation and 63 are also registered broker representatives.

Firms with the most advisors in Wheeling

FirmAdvisors in Wheeling
Wesbanco Securities, Inc.19
McKinley Carter Wealth Services, Inc.14
Hazlett, Burt & Watson, Inc.11
Wells Fargo Advisors Financial Network, LLC news6
Founders Financial Alliance, LLC5
LPL Financial LLC news5
Cetera Investment Advisers LLC news4
J.P. Morgan Securities LLC news3
Raymond James Financial Services Advisors, Inc. news3
Wells Fargo Clearing Services, LLC news3
Ameriprise Financial Services, LLC news2
Edward Jones news2
Fort Henry Capital, LLC2
Optima Trade & Investments, LLC2
Advisory Services Network1
Anthony Investment Management, LLC1
Bookends Financial Planning1
Felton Wealth, LLC1
MML Investors Services, LLC1
Osaic Advisory Services, LLC news1
Osaic Wealth, Inc. news1
Truist Advisory Services, Inc. news1
United Brokerage Services, Inc.1
Wesbanco Investment Department1

Advisors in Wheeling, A to Z

Search all of West Virginia →

Other cities in West Virginia

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Charleston 152Huntington 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 5

Questions

How many financial advisors are in Wheeling, WV?

89 investment adviser representatives are registered at firm offices in Wheeling, West Virginia, according to the SEC's Investment Adviser Public Disclosure records. 63 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Wheeling?

Wesbanco Securities, Inc., with 19 registered advisors in Wheeling, followed by McKinley Carter Wealth Services, Inc. with 14.

How do I check a financial advisor in Wheeling?

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.