West Virginia · 4 advisers
Financial Advisors in Charleston, West Virginia
Looking for a financial advisor in Charleston, West Virginia? Falists indexes 4 SEC-registered and state-registered investment advisers in Charleston — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $1.16B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$1.16B
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Charleston
Ranked by AUM · Fees, team & specialties at a glance
NTV ASSET MANAGEMENT, LLC
Charleston, WV
AUM
$1.16B
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
304-353-9090
VANDALIA WEALTH
Charleston, WV
AUM
$249.6M
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
304-915-0260
WNA WEALTH MANAGEMENT, LLC
Charleston, WV
AUM
$32.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(304) 342-2006
JACOBS & COMPANY
Charleston, WV
AUM
$29.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
304-342-3535
More cities in West Virginia
Common questions
- How many financial advisors are in Charleston, West Virginia?
- 4 registered investment advisers are listed in our Charleston directory, sourced from public SEC filings.
- What types of advisors are in Charleston?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Charleston?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.