13 financial advisors & firms and 4 insurance agents verified near Charleston, WV — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Charleston, WV 25301 · Registered investment adviser · $29M AUM
CRD 109133 · verify at the regulator
RIA firm · Charleston, WV 25301 · Registered investment adviser · $1.2B AUM
CRD 111062 · verify at the regulator
RIA firm · Charleston, WV 25301 · Registered investment adviser · $32M AUM
CRD 298510 · verify at the regulator
Advisor · Morgan Stanley · Charleston, WV · Wealth management, Charleston
Advisor · Morgan Stanley · Charleston, WV · Wealth management, Charleston
Advisor · Morgan Stanley · Charleston, WV · Wealth management, Charleston
Advisor · Morgan Stanley · Charleston, WV · Wealth management, Charleston
RIA firm · South Charleston, WV 25303 · Registered investment adviser · $27M AUM
CRD 310925 · verify at the regulator
RIA firm · Charleston, WV 25311 · Registered investment adviser · $250M AUM
CRD 340089 · verify at the regulator
RIA firm · South Charleston, WV 25309 · Registered investment adviser · $13M AUM
CRD 321101 · verify at the regulator
RIA firm · Hurricane, WV 25526 · Registered investment adviser · $233M AUM
CRD 128699 · verify at the regulator
RIA firm · Hurricane, WV 25526 · Registered investment adviser · $15M AUM
CRD 155510 · verify at the regulator
RIA firm · Hurricane, WV 25526 · Registered investment adviser · $763k AUM
CRD 182518 · verify at the regulator
Insurance · State Farm · Charleston, WV 25302 · Home, auto, life in Charleston
Insurance · State Farm · Charleston, WV 25304 · Home, auto, life in Charleston
Insurance · State Farm · Charleston, WV 25304 · Home, auto, life in Charleston
Insurance · State Farm · Charleston, WV 25314 · Home, auto, life in Charleston
Verified advisors and insurance agents in the places closest to Charleston, WV.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.