West Virginia · 23 firms
Trust & Estate Advisors in West Virginia
Advisers working with trusts, estates, and charitable organizations. Browse 23 advisers in West Virginia matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in West Virginia
MCKINLEY CARTER WEALTH SERVICES, INC.
Wheeling, WV
AUM
$2.31B
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
304-230-2400
SECURITY CAPITAL MANAGEMENT
Wheeling, WV
AUM
$1.39B
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM
304-233-3312
NTV ASSET MANAGEMENT, LLC
Charleston, WV
AUM
$1.16B
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
304-353-9090
COMMONWEALTH FINANCIAL SERVICES
Vienna, WV
AUM
$994.7M
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
304-422-3531
HOXTON PLANNING & MANAGEMENT, LLC
Shepherdstown, WV
AUM
$591.5M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
304-876-2619
UNITED BROKERAGE SERVICES INC
Parkersburg, WV
AUM
$372.3M
Team
55 advisors
Clients
0
Fees
Percentage of AUM
888-424-6158
FORT HENRY CAPITAL, LLC
Wheeling, WV
AUM
$278.5M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
304-232-0422
VANDALIA WEALTH
Charleston, WV
AUM
$249.6M
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
304-915-0260
IRONWOOD WEALTH MANAGEMENT, INC.
Hurricane, WV
AUM
$233.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
304-760-6000
HUFFMAN & ROSS WEALTH MANAGEMENT LLC
Morgantown, WV
AUM
$210.0M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
304-241-4478
STEELOAKS INVESTMENT ADVISERS, INC.
Weirton, WV
AUM
$131.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
304-723-6700
ANTHONY INVESTMENT MANAGEMENT, LLC
Wheeling, WV
AUM
$73.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(304) 905-1394
ROHR CAPITAL MANAGEMENT
Parkersburg, WV
AUM
$64.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(304) 893-9599
BLACKBEAR CAPITAL, LLC
Ripley, WV
AUM
$37.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
304-532-0056
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
RETIREMENT PLANNING CONSULTANTS INC
South Charleston, WV
AUM
$26.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
304-744-8888
JA INVESTMENT MANAGEMENT, LLC
Hurricane, WV
AUM
$15.3M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
304-757-6443
FREEDOM FINANCIAL ADVISORS, LLC
South Charleston, WV
AUM
$13.0M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
8333279997
MISSION: ADVICE
Shepherdstown, WV
AUM
$2.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
304-870-4200
JONDAKNOWS FINANCIAL GROUP, INC.
Huntinton, WV
AUM
$1.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
304-840-0708
LAYNE FINANCIAL GROUP
Barboursville, WV
AUM
$25K
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
304-202-3309
THE SPANO GROUP WEALTH MANAGERS
President & Ceo, WV
AUM
$1.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
304-546-9366
4 SEASONS ADVISORS
Princeton, WV
AUM
$700K
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
304-431-3633
29 total advisers in West Virginia. Browse all West Virginia advisors