Find Top Financial Advisors Near West Virginia
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MCKINLEY CARTER WEALTH SERVICES, INC.
Wheeling, West Virginia
McKinley Carter Wealth Services, Inc. is a highly reputable and successful regional investment advisory firm located in Wheeling, WV. With 56 dedicated employees, 36 of whom specialize in providing top-notch investment advisory services, the company ensures exceptional client experiences. Their impressive average of approximately $129,620,000 in assets under management per investment advisor exceeds industry standards, showcasing their expertise and ability to deliver outstanding results.
With a strong compensation structure that includes various methods, such as a percentage of assets under management, McKinley Carter Wealth Services, Inc. attracts and retains top talent in the industry. They boast a substantial client base, serving over 1,270 individual clients who entrust them with their substantial assets totaling more than $1,904,927,000 under management.
While 401K and individual accounts constitute less than 30% of their assets under management, the company possesses the expertise to effectively manage employer funds. An impressive 91% of the assets they oversee are handled on a discretionary basis, reflecting their clients' confidence in their decision-making abilities.
McKinley Carter Wealth Services, Inc. has established itself as a leader in the region, operating from seven strategically located offices. The company takes pride in its long-tenured advisors, including notable individuals like Teresa Shawver, Brian Gongaware, and Suzette Smith, who bring years of experience and expertise to the table. With a commitment to personalized service and exceptional financial guidance, McKinley Carter Wealth Services, Inc. continues to be a trusted partner for individuals and organizations seeking to secure their financial future.
LOC INVESTMENT ADVISERS
Hurricane, West Virginia
LOC Investment Advisers, based out of Hurricane, WV, is a highly reputable local investment advisory firm. With over 530 individual clients and an impressive $652,792,000 in assets under management, LOC Investment Advisers offers expert financial guidance and investment management services. The firm operates from two strategically located offices, ensuring accessibility for their diverse client base.
While the management of 401K and individual accounts represents a minority of their assets under management, LOC Investment Advisers possesses the capability to effectively handle employer funds as well. Notably, all the assets they manage are discretionary, indicating a high level of trust placed in their expertise.
Catering primarily to high net worth individuals, LOC Investment Advisers prides itself on its commitment to delivering tailored investment solutions that align with the unique financial goals of their clients. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring a transparent and mutually beneficial relationship.
With a team of 12 dedicated employees, six of whom provide specialized investment advisory services, LOC Investment Advisers maintains an advantageous client-to-advisor ratio. Each investment advisor manages an average of approximately $108,800,000 in assets, aligning with the industry standard.
The firm's success is further bolstered by the presence of experienced advisors such as Jeffrey Borman, David Lanham, and Robert O'Dell, who have been instrumental in its growth and continuity. Their extensive tenure within LOC Investment Advisers attests to the firm's stability and commitment to nurturing long-term client relationships.
HOXTON PLANNING & MANAGEMENT, LLC
Shepherdstown, West Virginia
HOXTON PLANNING & MANAGEMENT, LLC, based out of Shepherdstown, WV, is a well-established small investment advisory firm. With over 170 individual clients and an impressive $306,892,000 in assets under management, they have proven their expertise in the financial industry. The firm operates from a single office and offers a range of services, including managing employer funds in addition to 401K and individual accounts.
Specializing in discretionary asset management, Hoxton Planning & Management primarily caters to high net worth individuals. Their experienced team of four employees, all of whom provide investment advisory services, ensures personalized attention and expertise for their clients. On average, each investment advisor manages approximately $76,720,000 in assets, which aligns with industry standards.
Hoxton Planning & Management adopts a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to cater to different client needs and preferences effectively.
Notably, Amanda Runkles and Archibald Hoxton are two of the firm's longest tenured registered advisors, further highlighting their commitment to building enduring client relationships. With their combined knowledge and experience, Hoxton Planning & Management, LLC stands out as a reliable partner in achieving financial goals for their diverse clientele.
IRONWOOD WEALTH MANAGEMENT, INC.
Hurricane, West Virginia
Ironwood Wealth Management, Inc. is a reputable investment advisory firm based out of Hurricane, WV. With a strong focus on delivering personalized financial solutions, they have garnered a loyal client base of over 230 individuals. Managing an impressive $189,708,000 in assets, their expertise in the management of employer 401Ks and individual investments sets them apart.
As a small but efficient firm, Ironwood Wealth Management, Inc. prides itself on providing dedicated service to each client. With a team of three skilled professionals, including one experienced investment advisor, they ensure that clients receive tailored advice and support. Their dedication to discretion is evident, as they manage 100% of the assets under their care with full discretionary authority.
Ironwood Wealth Management, Inc. offers a flexible compensation structure to accommodate diverse client needs. Their fees are based on a percentage of assets under management, hourly charges, and fixed fees. This adaptable approach allows them to cater to clients' specific requirements and objectives.
With an impressive average of $189,710,000 in assets under management per investment advisor, Ironwood Wealth Management, Inc. surpasses industry standards. The firm's long-standing registered advisor, John Williams, has been with the company since 2004, bringing extensive experience and stability to their team.
Ironwood Wealth Management, Inc.'s commitment to personalized service, discretion, and comprehensive financial management has made them a trusted choice for individuals and employers seeking expert guidance. Whether clients are planning for retirement, managing wealth, or seeking investment opportunities, Ironwood Wealth Management, Inc. is dedicated to helping them achieve their financial goals.
UNITED BROKERAGE SERVICES INC
Parkersburg, West Virginia
United Brokerage Services Inc is a highly reputable regional investment advisory firm headquartered in Parkersburg, WV. With a strong presence in the financial industry, the company boasts an extensive network of 80 offices across the region. United Brokerage Services Inc takes pride in its team of 100 dedicated professionals, with 47 of them specializing in providing top-notch investment advisory services.
With an impressive average of $4,880,000 in assets under management per investment advisor, United Brokerage Services Inc has gained the trust of a diverse clientele. Their compensation structure is designed to align the interests of their clients and advisors, offering a percentage of the assets under management as a fair and transparent model.
United Brokerage Services Inc excels in managing employer 401K plans and individual investments, as evidenced by over 80% of their assets under management coming from these sources. Their expertise in 401K plan management makes them an ideal choice for employers seeking reliable and professional financial guidance for their employees.
In addition to investment advisory services, United Brokerage Services Inc also offers insurance brokerage and agent services, providing comprehensive financial solutions to meet their clients' needs. With a substantial client base of over 950 individuals, the company manages assets worth an impressive $229,449,000.
United Brokerage Services Inc takes pride in its experienced team, including some of the firm's longest-serving advisors such as Ami Shaver, Nathaniel Butler, and Andrew Mccully. Their expertise and commitment to client success have been instrumental in establishing the company's stellar reputation in the financial services industry.
STEELOAKS INVESTMENT ADVISERS, INC.
Weirton, West Virginia
Steeloaks Investment Advisers, Inc., headquartered in Weirton, WV, is a reputable investment advisory firm dedicated to providing comprehensive financial solutions to its diverse clientele. With over 220 individual clients and a total of $137,000,000 in assets under management, they have proven their ability to deliver exceptional investment services.
Operating from a single office, Steeloaks Investment Advisers, Inc. offers a range of advisory services tailored to meet the unique needs and goals of their clients. While their portfolio comprises various types of assets, including 401K and individual accounts, these represent less than 30% of their total assets under management. They also possess the capability to effectively manage employer funds, offering a comprehensive suite of investment solutions.
With a discretionary management approach, Steeloaks Investment Advisers, Inc. ensures that 99% of the assets they oversee are actively monitored and adjusted in line with market conditions and client objectives. Their compensation structure is designed to align their interests with those of their clients, including a percentage of assets under management and fixed fees.
The firm's team consists of two dedicated professionals, each providing investment advisory services. With an average of approximately $68,500,000 in assets under management per investment advisor, Steeloaks Investment Advisers, Inc. maintains a standard comparable to the industry average.
Dewey Guida, Sara Payne, and Donald Kendrick are among the firm's longest-tenured advisors, bringing a wealth of experience and expertise to Steeloaks Investment Advisers, Inc. Their commitment to providing exceptional guidance and service reflects the firm's dedication to client satisfaction.
As a trusted partner in wealth management, Steeloaks Investment Advisers, Inc. strives to help clients achieve their financial goals through personalized strategies and a client-centric approach.
SECURITY CAPITAL MANAGEMENT
Wheeling, West Virginia
Security Capital Management, a reputable local investment advisory firm headquartered in Wheeling, WV, serves a diverse client base comprising over 1,610 individuals. With a remarkable track record, they currently manage a substantial portfolio of assets totaling over $982,736,000. Security Capital Management operates from four strategically located offices to cater to their clients' needs effectively.
In addition to their core investment advisory services, the firm also excels in providing comprehensive insurance brokerage and agency solutions. They possess extensive expertise in managing employer-sponsored 401(k) plans and individual investment portfolios, accounting for approximately half of their assets under management. Furthermore, 41% of the assets they oversee are discretionary, indicating their proficiency in executing investment strategies tailored to specific client goals.
Security Capital Management's compensation structure incorporates various models, including a percentage of assets under management, ensuring alignment with clients' interests and fostering long-term partnerships. With a dedicated team of 19 professionals, 14 of whom specialize in investment advisory services, the firm is well-equipped to deliver personalized and expert guidance. On average, each investment advisor handles approximately $70,200,000 in assets under management, demonstrating their ability to handle substantial portfolios in line with industry standards.
Among their accomplished team, Security Capital Management boasts advisors with extensive tenure, including Timothy Bidwell, Michael Barickman, and Marilynn Echols. Their collective expertise and commitment to client success contribute to the firm's outstanding reputation within the industry. By leveraging their experience and a client-centric approach, Security Capital Management continues to provide exceptional investment advisory and insurance brokerage services, ensuring the financial well-being of their clients in Wheeling and beyond.
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SECURITY CAPITAL MANAGEMENT
Wheeling, West Virginia
Security Capital Management, a reputable local investment advisory firm headquartered in Wheeling, WV, serves a diverse client base comprising over 1,610 individuals. With a remarkable track record, they currently manage a substantial portfolio of assets totaling over $982,736,000. Security Capital Management operates from four strategically located offices to cater to their clients' needs effectively.
In addition to their core investment advisory services, the firm also excels in providing comprehensive insurance brokerage and agency solutions. They possess extensive expertise in managing employer-sponsored 401(k) plans and individual investment portfolios, accounting for approximately half of their assets under management. Furthermore, 41% of the assets they oversee are discretionary, indicating their proficiency in executing investment strategies tailored to specific client goals.
Security Capital Management's compensation structure incorporates various models, including a percentage of assets under management, ensuring alignment with clients' interests and fostering long-term partnerships. With a dedicated team of 19 professionals, 14 of whom specialize in investment advisory services, the firm is well-equipped to deliver personalized and expert guidance. On average, each investment advisor handles approximately $70,200,000 in assets under management, demonstrating their ability to handle substantial portfolios in line with industry standards.
Among their accomplished team, Security Capital Management boasts advisors with extensive tenure, including Timothy Bidwell, Michael Barickman, and Marilynn Echols. Their collective expertise and commitment to client success contribute to the firm's outstanding reputation within the industry. By leveraging their experience and a client-centric approach, Security Capital Management continues to provide exceptional investment advisory and insurance brokerage services, ensuring the financial well-being of their clients in Wheeling and beyond.
NTV ASSET MANAGEMENT, LLC
Charleston, West Virginia
NTV Asset Management, LLC, headquartered in Charleston, WV, is a local investment advisory firm committed to delivering exceptional financial solutions. With a team of five highly skilled professionals, they specialize in providing comprehensive investment advisory services to a diverse client base.
At NTV Asset Management, LLC, their investment advisors boast an impressive track record, managing an average of $329,890,000 in assets per advisor. This figure surpasses the industry average, demonstrating their expertise in generating substantial returns for their clients. Their compensation structure reflects their dedication to client success, incorporating various types such as a percentage of assets under management, fixed fees, and performance-based fees.
With over 210 individual clients, NTV Asset Management, LLC manages a total of $678,258,000 in assets. Their extensive experience in handling employer 401Ks and individual accounts contributes to their strong presence in this sector. A noteworthy 94% of the assets they manage are discretionary, indicating the trust their clients place in their decision-making abilities.
NTV Asset Management, LLC operates from a single office in Charleston, WV, serving as a reliable partner for individuals and organizations seeking tailored investment solutions. The firm takes pride in its long-standing advisors, including Bradley Foster, Ian Flores, and James Thomas, who bring a wealth of knowledge and experience to the table. Their commitment to excellence has established NTV Asset Management, LLC as a trusted name in the local investment advisory landscape.
FORT HENRY CAPITAL, LLC
Wheeling, West Virginia
Fort Henry Capital, LLC is a small investment advisory firm based out of Wheeling, WV. With a single office, they specialize in providing investment advisory services. With a team of two dedicated professionals, Fort Henry Capital, LLC manages an average of approximately $97,350,000 in assets per investment advisor, which aligns with the industry average. Their compensation structure is diverse, including a percentage of assets under management, fixed fees, and hourly charges.
A notable aspect of Fort Henry Capital, LLC's portfolio is their expertise in employer 401Ks and individual investment management, which collectively represent around half of their assets under management. This experience has positioned them well within this space, fostering trust and confidence among their clients.
With 98% of the assets they manage being discretionary, Fort Henry Capital, LLC holds a high level of autonomy and decision-making authority over their clients' investments. Their commitment to tailored investment strategies based on individual needs and risk profiles ensures a personalized approach.
Fort Henry Capital, LLC boasts an extensive client base, serving over 330 individuals and managing assets worth over $194,700,000. Among their team, Jeremy Lowe and Russell Dunkin stand out as the longest-tenured registered advisors, contributing to the firm's stability and continuity.
Overall, Fort Henry Capital, LLC exemplifies a client-centered approach, combining their expertise in various investment areas with a dedication to personalized service and long-term financial growth.
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