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Financial Advisors in Morgantown, WV: 2026 rankings

27 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Morgantown: Expedition Wealth Partners, RFA Score 78/100; 5.0★ from 60 Google reviews.

  2. 3

    Most-reviewed: KBF Money Managing, 58 Google reviews at 4.9★, the most of 27 ranked after Expedition Wealth Partners; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

27 Morgantown financial advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays, based on posted hours. The median Google rating is 4.4★ across 27 rated firms.

Top 10 financial advisors in Morgantown at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Morgantown at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Expedition Wealth Partners785.0★ (60)Morgantown—Top score
2Kenneth Fultz LPL Financial Financial advisor765.0★ (38)MorgantownEvenings—
3KBF Money Managing734.9★ (58)Fairmont, 15 mi awaySat · EveningsMost reviews
4United Bank724.5★ (25)Morgantown——
5United Bank724.4★ (25)MorgantownSat—
6United Bank724.2★ (26)Morgantown——
7United Bank704.7★ (11)Morgantown——
8United Bank703.8★ (18)MorgantownSat—
9First United Bank and Trust704.6★ (10)Morgantown——
10United Bank693.4★ (25)MorgantownSat—

All 27 financial advisors in Morgantown, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Morgantown

    #1 Expedition Wealth Partners

    Based in Morgantown

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 60 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    449 Fortress Blvd Ste 1, Morgantown, WV 26508
    View profile for Expedition Wealth Partners(304) 598-0003

  2. #2 Kenneth Fultz LPL Financial Financial advisor

    Based in Morgantown

    76/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon 8:30 AM–7 PM · Tue 8:30 AM–5:30 PM · Wed 8:30 AM–5 PM · Thu 8:30 AM–5:30 PM · Fri 8:30 AM–2 PM · Sat–Sun closed
    Address
    2885 University Ave Ste c, Morgantown, WV 26505
    View profile for Kenneth Fultz LPL Financial Financial advisor(304) 241-7070

  3. #3 KBF Money Managing

    Based in Fairmont, 15 mi away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 58 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 58 Google reviews
    Hours
    Mon 12 AM–12 AM · Tue 6 AM–5 PM · Wed–Thu 6 AM–8:30 PM · Fri–Sat 6 AM–5 PM · Sun closed
    Address
    1420 Parkside Dr, Fairmont, WV 26554
    View profile for KBF Money Managing(304) 612-8470

  4. #4 United Bank

    Based in Morgantown

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.5★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 25 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    40 Hurley St, Morgantown, WV 26501
    View profile for United Bank(304) 292-2000

  5. #5 United Bank

    Based in Morgantown

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.4★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 25 Google reviews
    Hours
    Mon–Tue 7 AM–6 PM · Wed closed · Thu–Fri 7 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    101 Venture Dr, Morgantown, WV 26508
    View profile for United Bank(304) 284-8630

  6. #6 United Bank

    Based in Morgantown

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.2★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 26 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    689 Fairmont Rd, Westover, WV 26501
    View profile for United Bank(304) 581-6262

  7. #7 United Bank

    Based in Morgantown

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 11 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    154 Fayette St, Morgantown, WV 26505
    View profile for United Bank(304) 291-7100

  8. #8 United Bank

    Based in Morgantown

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.8★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 18 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1750 Earl L Core Rd, Morgantown, WV 26508
    View profile for United Bank(304) 284-8000

  10. #10 United Bank

    Based in Morgantown

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.4★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 25 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    990 Elmer Prince Dr, Morgantown, WV 26505
    View profile for United Bank(304) 598-2000

  13. #13 Integrity Financial Planning

    Based in Morgantown

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue–Wed 8:30 AM–5 PM · Thu 8:30 AM–4:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1283 Suncrest Towne Centre Drive, Morgantown, WV 26505
    View profile for Integrity Financial Planning(304) 381-4082

  14. #14 Orion Financial LLC

    Based in Morgantown

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1211 Cheat Rd, Morgantown, WV 26508
    View profile for Orion Financial LLC(877) 594-3340

  15. #15 Patricia McDade

    Based in Morgantown

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 4.2★ from 5 Google reviews
    View profile for Patricia McDade

  17. #17 Claudio & Company

    Based in Morgantown

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    63 Mathieson St, Morgantown, WV 26501
    View profile for Claudio & Company(304) 376-2544

  18. #18 Edward Jones - Financial Advisor: Brian C Kurcaba, CFP®|ChFC®|CRPC™|CRPS™

    Based in Morgantown

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Wed 8 AM–5 PM · Thu 8 AM–7 PM · Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    3280 University Ave #5, Morgantown, WV 26505
    View profile for Edward Jones - Financial Advisor: Brian C Kurcaba, CFP®|ChFC®|CRPC™|CRPS™(304) 898-8505

  19. #19 Edward Jones - Financial Advisor: Kurt A Skasik, CFP®|CRPS™

    Based in Morgantown

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed 8 AM–5 PM · Thu 8:30 AM–5 PM · Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    935 Cheat Rd, Morgantown, WV 26508
    View profile for Edward Jones - Financial Advisor: Kurt A Skasik, CFP®|CRPS™(304) 284-9122

  23. #23 WesBanco Bank

    Based in Morgantown

    61/100RFA Score

    Ranked #23 because of its Google rating and review volume: 3.8★ from 36 Google reviews.

    • 3.8★ from 36 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    101 Suncrest Towne Centre Drive, Morgantown, WV 26505
    View profile for WesBanco Bank(304) 284-2410

  24. #24 WesBanco Bank

    Based in Morgantown

    58/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.0★ from 8 Google reviews, listed on Google as “Bank”.

    • 4.0★ from 8 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9 Commerce Dr, Morgantown, WV 26505
    View profile for WesBanco Bank(304) 284-2475

  25. #25 WesBanco Bank

    Based in Morgantown

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.1★ from 14 Google reviews, listed on Google as “Bank”.

    • 3.1★ from 14 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1350 Earl L Core Rd, Morgantown, WV 26505
    View profile for WesBanco Bank(304) 284-1600

All 27 financial advisors

#1 to #25 are shown in full above. Here are #26 to #27, in RFA Score order; each links to its profile.

financial advisors in Morgantown, ranks 26 to 27
RankBusinessRFA ScoreGoogle ratingDistance
26WesBanco Bank542.8★ (25)14 mi
27WesBanco Bank534.0★ (5)14 mi

Also serving Morgantown

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Morgantown
BusinessGoogle ratingDistance
Colleen KnightIn Morgantown
Edward JonesIn Morgantown
Edward Jones - Financial Advisor: Hayden T Mason, CRPS™In Morgantown
Edward Jones - Financial Advisor: Lex J SingletonIn Morgantown
Edward Jones - Financial Advisor: Ryan MasonIn Morgantown
Henderson Financial - Northwestern MutualIn Morgantown
Huntington Private Bank5.0★ (1)In Morgantown
Mass Mutual Financial Group5.0★ (1)In Morgantown
Mundell Financial GroupIn Morgantown
Nicolas Heywood - TIAA Wealth Management AdvisorIn Morgantown
Northwestern Mutual :Eli HendersonIn Morgantown
Northwestern Mutual of Morgantown WV5.0★ (1)In Morgantown
Northwestern Mutual: Chris WadeIn Morgantown
Oates Labritz Wealth ManagementIn Morgantown
Raymond Prendergast - TIAA Wealth Management Advisor5.0★ (1)In Morgantown
Thomas FinancialIn Morgantown
TIAA Financial ServicesIn Morgantown
Trilith Wealth ManagementIn Morgantown
Voya Financial AdvisorsIn Morgantown
Wealthrise CapitalIn Morgantown

How we ranked Morgantown financial advisors

We scored 27 Morgantown financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Morgantown data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Morgantown: frequently asked questions

Which financial advisor has the highest RFA Score in Morgantown?

By RFA Score, the highest-ranked financial advisor in Morgantown, WV is Expedition Wealth Partners with an RFA Score of 78/100. It has 5.0★ from 60 Google reviews. Kenneth Fultz LPL Financial Financial advisor (#2) and KBF Money Managing (#3) follow. We ranked 27 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Morgantown?

RankedFinancialAdvisors ranks 27 financial advisors serving Morgantown, WV. 23 of them are based in Morgantown; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Morgantown work on weekends?

5 of 27 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are KBF Money Managing (#3), United Bank (#5) and United Bank (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Morgantown financial advisors have?

The median Google rating among 27 rated financial advisors in Morgantown is 4.4★, with a median of 10 reviews. Expedition Wealth Partners has the most, 60 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Morgantown count in this ranking?

Yes, if they are within 25 mi of the Morgantown city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Morgantown ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Morgantown a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Morgantown

  1. November 2026: RFA Scores recalculated for 27 financial advisors serving Morgantown.

More financial advisors and Morgantown pages