Sleeve
Home/Institutional Registered Investment Advisers in West Virginia
Research Report · 2026-06-30

Institutional Registered Investment Advisers in West Virginia

SEC-registered investment advisers in West Virginia ranked by reported institutional client assets.


Firms
11
Total AUM
$8.44B
Median AUM
$591.5M
Latest Filing
2026-06-30
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
1NTV ASSET MANAGEMENT, LLCCHARLESTON111062$1.16B52026-03-31→
2MCKINLEY CARTER WEALTH SERVICES, INC.WHEELING135184$2.31B322026-03-31→
3STEELOAKS INVESTMENT ADVISERS, INC.WEIRTON108197$131.0M22026-03-31→
4LANHAM ODELL & CO INCHURRICANE105708$771.0M122025-11-30→
5HAZLETT, BURT & WATSON, INC.WHEELING396$1.39B202026-03-31→
6UNITED BROKERAGE SERVICES, INCPARKERSBURG39062$372.3M952026-04-30→
7FORT HENRY CAPITAL, LLCWHEELING168695$278.5M22026-02-28→
8COMMONWEALTH FINANCIAL SERVICES, LLC.VIENNA324930$994.7M262026-04-30→
9HOXTON PLANNING & MANAGEMENT, LLCSHEPHERDSTOWN319087$591.5M82026-03-31→
10HUFFMAN & ROSS WEALTH MANAGEMENT LLCMORGANTOWN334674$210.0M22026-06-30→
11IRONWOOD WEALTH MANAGEMENT, INC.HURRICANE128699$233.1M32026-03-31→

Related Lists

Registered Investment Advisers in CaliforniaRegistered Investment Advisers in New YorkRegistered Investment Advisers in TexasRegistered Investment Advisers in FloridaRegistered Investment Advisers in IllinoisRegistered Investment Advisers in Massachusetts
Sleeve11 firms · 2026-06-30