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Financial Planners in Weirton, WV: 2026 rankings

21 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Weirton: United Bank, RFA Score 74/100; 4.9★ from 15 Google reviews; open Saturdays until 12 PM.

  2. 3

    Most-reviewed: Braun-Bostich & Associates, Inc., 46 Google reviews at 5.0★, the most of 21 ranked; ranked #3.

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

21 Weirton financial planners are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 21 rated firms.

Top 10 financial planners in Weirton 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 planners in Weirton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1United Bank744.9★ (15)WeirtonSatTop score
2Shaun Sweeney - Cetera Investors725.0★ (43)Upper Saint Clair, 24 mi away——
3Braun-Bostich & Associates, Inc.725.0★ (46)Upper Saint Clair, 25 mi away—Most reviews
4United Bank714.0★ (8)Weirton——
53 Whiskey Financial Planning715.0★ (8)Steubenville, 6 mi away——
6Stein Wealth Advisors705.0★ (24)Upper Saint Clair, 25 mi away——
7Tri-State Financial Services693.4★ (5)Steubenville, 4 mi away——
8The Speakman Financial Group675.0★ (12)Pittsburgh, 25 mi away——
9MDH Investment Management Inc674.9★ (7)East Liverpool, 18 mi away——
10iFinancial Services675.0★ (11)Upper Saint Clair, 24 mi away——

All 21 financial planners in Weirton, 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 Weirton

    #1 United Bank

    Based in Weirton

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 15 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat 8:30 AM–12 PM · Sun closed
    Address
    3567 Main St, Weirton, WV 26062
    View profile for United Bank(304) 740-2224

  4. #4 United Bank

    Based in Weirton

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 8 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    109 Three Springs Dr, Weirton, WV 26062
    View profile for United Bank(304) 723-2000

  6. #6 Stein Wealth Advisors

    Based in Upper Saint Clair, 25 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1700 Ashwood Dr #1701, Canonsburg, PA 15317
    View profile for Stein Wealth Advisors(724) 260-0491

  10. #10 iFinancial Services

    Based in Upper Saint Clair, 24 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5500 Steubenville Pike Ste 3B, McKees Rocks, PA 15136
    View profile for iFinancial Services(412) 535-8900

  11. #11 DeFranco Financial

    Based in Wheeling, 25 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1320 National Rd, Wheeling, WV 26003
    View profile for DeFranco Financial(304) 242-6364

  16. #16 Canella Financial Group

    Based in Carnot-Moon, 21 mi away

    64/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1150 Thorn Run Road Extension Ste 102, Coraopolis, PA 15108
    View profile for Canella Financial Group(412) 262-1040

  17. #17 Networth Advisors, LLC.

    Based in Upper Saint Clair, 24 mi away

    63/100RFA 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–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    4000 Town Center Blvd Ste 220, Canonsburg, PA 15317
    View profile for Networth Advisors, LLC.(800) 822-3639

  20. #20 Waldron Private Wealth

    Based in Pittsburgh, 25 mi away

    63/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    44 Abele Rd Ste 400, Bridgeville, PA 15017
    View profile for Waldron Private Wealth(412) 221-1005

  21. #21 Rohrig Financial

    Based in Wheeling, 24 mi away

    53/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1031 National Rd, Wheeling, WV 26003
    View profile for Rohrig Financial(304) 905-0538

Also serving Weirton

20 more financial planners 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 planners serving Weirton
BusinessGoogle ratingDistance
Ameriprise FinancialIn Weirton
Baird Private Wealth Management5.0★ (1)4 mi
Bank of America Financial Center5.0★ (2)23 mi
Blough Financial Services5.0★ (2)23 mi
Cardinal Wealth Management5.0★ (2)4 mi
Cetera Investors5.0★ (2)24 mi
Douglas Haverland - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Weirton
Horizon Financial GroupIn Weirton
JMS Capital Group5.0★ (2)23 mi
Next Level Lifestyles5.0★ (1)4 mi
Paul D Sweeney II - Kingsview Partners Wealth Management5.0★ (1)4 mi
Premier Wealth Partners - Ameriprise Financial Services, LLCIn Weirton
Robert Capito, CFPIn Weirton
Royal Alliance Associates IncIn Weirton
Smart RetirementIn Weirton
The Estate & Elder Planning CenterIn Weirton
WesBanco Bank2.6★ (16)In Weirton
WesBanco Bank4.4★ (11)In Weirton
Zachary Streno - Financial Advisor, Ameriprise Financial Services, LLCIn Weirton
Zagula MatthewIn Weirton

How we ranked Weirton financial planners

We scored 21 Weirton financial planners 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 Weirton 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Weirton: frequently asked questions

Which financial planner has the highest RFA Score in Weirton?

By RFA Score, the highest-ranked financial planner in Weirton, WV is United Bank with an RFA Score of 74/100. It has 4.9★ from 15 Google reviews. It is open Saturdays until 12 PM. Shaun Sweeney - Cetera Investors (#2) and Braun-Bostich & Associates, Inc. (#3) follow. We ranked 21 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Weirton?

RankedFinancialAdvisors ranks 21 financial planners serving Weirton, WV. 2 of them are based in Weirton; 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 planners in Weirton work on weekends?

1 of 21 ranked financial planners post Saturday hours. The highest-ranked open Saturdays is United Bank (#1). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Weirton financial planners have?

The median Google rating among 21 rated financial planners in Weirton is 5.0★, with a median of 7 reviews. Braun-Bostich & Associates, Inc. has the most, 46 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Weirton count in this ranking?

Yes, if they are within 25 mi of the Weirton city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Weirton ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Weirton 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 planners 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 Weirton

  1. November 2026: RFA Scores recalculated for 21 financial planners serving Weirton.

More financial planners and Weirton pages