Kenneth Fultz LPL Financial Financial Advisor
“He laid out several investing options and no pressure on choosing from those options.”
Best Financial Advisors in Morgantown, WV
10 firms listed · 8 in Morgantown · 1 open weekends · 5 rated 4.5+ · 1 shows a license
Data verified October 23, 2026
Integrity Financial Planning
“I have known Scott for a decade and I could not think of another person who is more dedicated to his clients than Scott.”
Orion Financial
“Great employees that go above and beyond to help you feel comfortable with your investments.”
Claudio & Company
“Morgantown and the surrounding regions have an obligation to be grateful to Dominick Claudio and his staff for services that are unmatched in other cities and states in the country.”
Luttner Financial Group
“Having a knowledgeable professional to advocate for you without judgment, and with your best interests at heart, is something I value immensely.”
Lambright & Gutta
The 10 firms listed for Morgantown, WV provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Morgantown, WV
Of the 10 firms we list here, 8 are in Morgantown itself and 2 come from Fairmont (1, 16 mi) and White Hall (1, 20 mi). 7 of the firms on this page have a rating, from 4.0 to 5.0 across 140 reviews; 1 has 50 or more reviews and 5 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2001. We have a website on file for all 10 of the firms on this page; 9 publish a contact page; 9 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Morgantown listed here?
8 of the 10 firms are located in Morgantown. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Familywealth Management Group
Clear Mountain Financial Solutions
KBF Money Managing
“She shares her wealth of knowledge to advance the kingdom of God”
Conley CPA Group
“As a non-profit organization, it is very important to us, to have the Conley team on our side.”
Why these companies made our list
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