Firm profile

WESBANCO SECURITIES, INC.

ST CLAIRSVILLE, OHCRD 43276Latest ADV March 31, 2026

Wesbanco Securities, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in St Clairsville, OH. Its latest Form ADV filing, dated March 31, 2026, reports $286M in regulatory assets under management, 110 employees, 20 offices, and 1,627 accounts.

Assets Under Management
$286M
Employees
110
Offices
20 offices
Total Clients
1,627
Primary office
ST CLAIRSVILLE, OH
135 W MAIN STREET, ST CLAIRSVILLE, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(800) 368-3369
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CEOLisa Finkelstein Stavsky
CCORose Lynn Wilson

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 87.2% of total clients.
Top client categories% of clientsClients
1
Individuals
87.2%
1,419
2
HNWI
12.8%
208
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$286Mas of March 31, 2026
Discretionary63.8%
$182M
64% of total RAUM63.8%
Non-discretionary36.2%
$104M
36% of total RAUM36.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$286M
Total Accounts1,627
10Y AUM Change+$171M (+148.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees110
Clients per Employee15:1
10Y Employee Change-25 (-18.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.