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Start your Watchlist30 investment advisory firms are registered with a main office in West Virginia, together advising $9B for 10,995 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Wheeling · SEC-registered
|
$2.3B | 1,282 | 32 | Clean |
| 2 |
Wheeling · SEC-registered
|
$1.4B | 2,399 | 20 | Flagged |
| 3 |
Charleston · SEC-registered
|
$1.2B | 376 | 5 | Clean |
| 4 |
Vienna · SEC-registered
|
$994.7M | 2,271 | 26 | Clean |
| 5 |
Wheeling · SEC-registered
|
$892.6M | 6 | 13 | Clean |
| 6 |
Shepherdstown · SEC-registered
|
$591.5M | 392 | 8 | Clean |
| 7 |
Parkersburg · SEC-registered
|
$372.3M | 1,390 | 95 | Clean |
| 8 |
Wheeling · SEC-registered
|
$278.5M | 476 | 2 | Clean |
| 9 |
Charleston · SEC-registered
|
$249.6M | 469 | 22 | Clean |
| 10 |
Hurricane · SEC-registered
|
$233.1M | 276 | 3 | Clean |
| 11 |
Morgantown · SEC-registered
|
$210.0M | 412 | 2 | Clean |
| 12 |
Weirton · SEC-registered
|
$131.0M | 285 | 2 | Clean |
| 13 |
Wheeling · State-registered
|
$73.5M | 108 | 1 | Clean |
| 14 |
Parkersburg · State-registered
|
$64.1M | 358 | 3 | Flagged |
| 15 |
Ripley · State-registered
|
$37.7M | 178 | 2 | Clean |
| 16 |
Charleston · State-registered
|
$32.1M | 21 | 1 | Clean |
| 17 |
Charleston · State-registered
|
$29.2M | 21 | 1 | Flagged |
| 18 |
South Charleston · State-registered
|
$26.9M | 91 | 1 | Clean |
| 19 |
Hurricane · State-registered
|
$15.3M | 67 | 1 | Clean |
| 20 |
South Charleston · State-registered
|
$13.0M | 43 | 3 | Clean |
| 21 |
Davin · State-registered
|
$2.9M | 10 | 1 | Clean |
| 22 |
Shepherdstown · State-registered
|
$2.8M | 10 | 1 | Clean |
| 23 |
Huntinton · State-registered
|
$1.3M | 16 | 1 | Clean |
| 24 |
President & Ceo · State-registered
|
$1.0M | 14 | 1 | Clean |
| 25 |
Hurricane · State-registered
|
$763K | 4 | 1 | Clean |
| 26 |
Princeton · State-registered
|
$700K | 10 | 2 | Clean |
| 27 |
Huntington · State-registered
|
$58K | 10 | 0 | Clean |
| 28 |
Wheeling · State-registered
|
- | - | 0 | Clean |
| 29 |
Moorefield · State-registered
|
- | - | 1 | Clean |
| 30 |
Shepherdstown · State-registered
|
- | - | 1 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in West Virginia by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.