Top financial advisors in West Virginia
We’ve curated a list of the best financial advisors in West Virginia, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$807,255,689
Number of advisors
18 advisors
| $807,255,689 | 18 advisors | |
| 2 |
Assets under management
$638,903,431
Number of advisors
5 advisors
| $638,903,431 | 5 advisors | |
| 3 |
Assets under management
$23,961,605
Number of advisors
1 advisors
| $23,961,605 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in West Virginia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Virginia. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Wesbanco Investment Department
Wesbanco Investment Department is a financial advisory firm based in Wheeling, West Virginia. It currently has approximately $807,255,689 of assets under management and employs about 18 people. Wesbanco Investment Department uses a fee structure of and a percentage of assets under your management.
$807,255,689 under management
18 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment CompaniesNtv Asset Management, LLC
NTV Asset Management, LLC is a SEC-registered investment adviser established in 2000, located in West Virginia. The firm offers individual portfolio management services on a discretionary and non-discretionary basis, tailoring investment strategies to client needs. They manage assets totaling $907,467,451 on a discretionary basis and $55,911,073 on a non-discretionary basis. The firm also provides complimentary financial planning services covering various areas such as tax, investments, insurance, retirement, and estate planning. For portfolio management services, fees range from 0.20% to 1.00% based on assets under management, with a minimum account size of $1,000,000. NTV may recommend clients establish brokerage accounts with Schwab Institutional for custody and trading services. The firm does not charge separate fees for financial planning services. NTV Asset Management, LLC acts as a fiduciary for ERISA accounts and does not charge performance-based fees. The firm employs various methods of analysis and investment strategies, including long-term and short-term purchases. Clients have the option to grant investment discretion to the firm, allowing them to make trades without prior client approval. NTV votes proxies for client accounts, but clients retain the right to vote proxies themselves. The firm has no reportable disciplinary events and maintains a Code of Ethics to ensure ethical business conduct. NTV does not have custody of client accounts but debits advisory fees directly. The firm has no financial conditions that would impair meeting contractual obligations.
$638,903,431 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Jacobs & Company
Jacobs & Company is a registered investment advisor established in 1988, transitioning to state registration in 2012. The firm, a wholly owned subsidiary of Jacobs Financial Group, Inc., offers personalized investment services for individuals, corporations, trusts, and other entities. Investment advice covers various securities, including government, municipal, and corporate securities, as well as options contracts and certificates of deposit. The firm manages assets totaling $29,215,998 on a discretionary basis as of November 21, 2024, with no non-discretionary assets. Fees for investment supervisory services are calculated quarterly based on the market value of client accounts. The firm does not participate in wrap fee programs and charges a flat fee of $150.00 per hour for other investment advice. Jacobs & Company operates on a discretionary basis, managing client accounts with investment decisions made under the terms of the Investment Management Agreement. Clients must have a minimum balance of $250,000 to open an investment advisory account. The firm's security analysis methods include Charting, Fundamental, Technical, and Cyclical analysis, with investment strategies tailored to client needs and risk preferences. The firm has no history of disciplinary actions and does not receive performance-based fees. Clients receive quarterly account statements directly from the custodian, and the firm has a Trading Continuity Plan in place for client account monitoring. John M. Jacobs, the President and Portfolio Manager, oversees account reviews and client conferences. The firm does not have custody of client accounts and manages securities accounts on a discretionary basis. Proxy voting decisions are made in the best interests of clients, and clients can request information on how their securities were voted. John M. Jacobs, the President, is a certified public accountant and has been managing client accounts since 1988. The firm and its employees do not receive performance-based fees and have not been involved in arbitration claims.
$23,961,605 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in West Virginia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Virginia. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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