Clients per advisor for Supported firms in West Virginia

In West Virginia, supported financial advisory firms tend to have a notably higher client load per advisor compared to the national pattern. With 52 firms operating in the state, the median number of clients per advisor is 99, more than double the national median of 47 for similar firms. This suggests that advisors in West Virginia often manage larger client bases, likely reflecting more streamlined, scalable service models rather than highly personalized approaches. For consumers, this means that working with a supported firm in West Virginia may involve engaging with advisors who balance efficiency and broader client reach, potentially offering lower fees or minimums but less individualized attention.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
4 Seasons Advisors	Very Low 5	10	2	2
Freedom Financial Advisors, LLC	Very Low 9	27	3	3
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
CJC Wealth Management	Very Low 18	72	4	6
Atmos Advisory, LLC	Very Low 21	85	4	4
Evergreen Wealth Advisors	Low 36	142	4	18
Datalign	Low 38	38	1	20
PeakValley Wealth, LLC	Low 38	153	4	4
BENCHMARK INVESTMENT ADVISORS LLC	Typical 41	122	3	6
Legacy Advisory Services, LLC	Typical 41	123	3	3
Global Value Investment Corporation	Typical 44	174	4	11
Aspire Wealth Architects	Typical 46	137	3	4
Wyze Wealth Advisors, LLC	Typical 46	138	3	5
ProAthlete Wealth Management LLC	Typical 51	203	4	5
Mench Financial Inc	Typical 58	175	3	4
Thayer Financial, L.L.C.	Typical 59	117	2	3
Williamson Wealth Management	Typical 61	182	3	3
Audible Wealth Management	High 67	269	4	5
Moore Wealth	High 68	204	3	6
Antonetti Capital Management, LLC	High 69	137	2	2
Crown Private Wealth, LLC	High 69	138	2	3
DWD Portfolio Solutions, Inc.	High 79	316	4	6
Investable	High 81	81	1	4
Blackbear Capital, LLC	High 89	178	2	2
Steeloaks Investment Advisers, Inc.	High 90	269	3	3
TJT Capital Group, LLC	High 91	181	2	4
Ironwood Wealth Management, Inc.	High 92	276	3	3
WMS Wealth Planners	High 97	292	3	6
Milinovich & Co., Inc.	High 100	301	3	3
Main Advisory, Inc.	Very High 107	214	2	4
Triple Crown Wealth Management	Very High 109	217	2	3
Advisifi LLC	Very High 133	133	1	6
Hergenroeder Financial Advisors, Inc.	Very High 140	421	3	6
Elm Capital Management LLC	Very High 141	564	4	6
Pathways Wealth Management, Inc.	Very High 161	484	3	5
Appalachian Capital Management	Very High 171	341	2	4
Rohr Capital Management	Very High 179	358	2	3
Huffman & Ross Wealth Management LLC	Very High 204	408	2	2
Fort Henry Capital, LLC	Very High 233	466	2	2
Bullseye Investment Management, LLC	Very High 280	1,120	4	6
Ironwood Investment Management, LLC	Very High 288	288	1	8
SavvyFi	Very High 307	307	1	15
Retirement Income Strategies, LLC	Very High 339	339	1	4
Polaris Financial, LLC	Very High 426	852	2	2

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Clients per advisor for Supported firms serving clients in West Virginia