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
SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB 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 time

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Winfield, WV

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

5 registered advisors work in Winfield; the most are at Park Avenue Securities LLC (2). 0 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Winfield

FirmAdvisors in Winfield
Park Avenue Securities LLC2
Cetera Investment Advisers LLC news1
First Advisors National, LLC1
State Farm Investment Management Corp.1

Advisors in Winfield, 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 Winfield, WV?

5 investment adviser representatives are registered at firm offices in Winfield, 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 Winfield?

Park Avenue Securities LLC, with 2 registered advisors in Winfield, followed by Cetera Investment Advisers LLC with 1.

How do I check a financial advisor in Winfield?

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.