Clients per advisor for Supported firms in West Virginia

In West Virginia, supported financial advisory firms tend to have a higher client load per advisor compared to the national median. With 45 firms operating in the state, the median number of clients per advisor is 79, notably above the national median of 47 for similar firms. This suggests that advisors in West Virginia often manage larger client bases, which may indicate more structured and scalable service models rather than highly personalized approaches. Clients seeking more individualized attention might find fewer options here, while those comfortable with efficient, broader-service firms may find the market well-suited to their needs.

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

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Clients per advisor for Supported firms serving clients in West Virginia