How many financial advisors are in Wheeling, West Virginia?

Falists lists 6 registered investment advisers with a principal office or filing address in Wheeling, West Virginia, based on public SEC IAPD data.

How do financial advisors in Wheeling charge fees?

Fee structures vary by firm. In Wheeling, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Wheeling?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

West Virginia · 6 advisers

Financial Advisors in Wheeling, West Virginia

Looking for a financial advisor in Wheeling, West Virginia? Falists indexes 6 SEC-registered and state-registered investment advisers in Wheeling — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $2.31B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.31B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning5 Trusts4 Retirement4 Institutional5

Top advisors in Wheeling

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

MCKINLEY CARTER WEALTH SERVICES, INC.

Wheeling, WV

AUM

$2.31B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

27 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

304-230-2400

Full profile Visit site →

SECURITY CAPITAL MANAGEMENT

Wheeling, WV

AUM

$1.39B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

14 advisors

Clients

251-500

Fees

Percentage of AUM

304-233-3312

Full profile Visit site →

FORT HENRY CAPITAL, LLC

Wheeling, WV

AUM

$278.5M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

304-232-0422

Full profile Visit site →

ANTHONY INVESTMENT MANAGEMENT, LLC

Wheeling, WV

AUM

$73.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

(304) 905-1394

Full profile Visit site →

WESBANCO INVESTMENT DEPARTMENT

Wheeling, WV

AUM

$892.6M

Wealth Mgmt

Team

13 advisors

Clients

Fees

Percentage of AUM

304-905-7503

Full profileNo website

OPTIMA TRADE & INVESTMENTS, LLC

Wheeling, WV

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

0 total employees

Clients

Fees

Percentage of AUM · Hourly charges +2 more

304-233-2808

Full profileNo website

More cities in West Virginia

Charleston (4)Hurricane (3)Shepherdstown (3)Parkersburg (2)South Charleston (2)Barboursville (1)Davin (1)Huntinton (1)Morgantown (1)President & Ceo (1)Princeton (1)Ripley (1)

Common questions

How many financial advisors are in Wheeling, West Virginia?: 6 registered investment advisers are listed in our Wheeling directory, sourced from public SEC filings.
What types of advisors are in Wheeling?: 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 Wheeling?: 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.