Ranking, West Virginia

Fastest-growing wealth firms over three years, including broker-dealer firms in West Virginia

As of October 2, 2026, Hoxton Planning & Management, LLC ranked #1 in West Virginia in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 24.5%, from a base of $306.9 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, and each firm's own page still shows the change. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Fastest-growing wealth firms over three years, including broker-dealer firms in West Virginia
Rank	Firm	City	Growth	Starting value
1	Hoxton Planning & Management, LLC	Shepherdstown	24.5%	$306.9 million
2	Commonwealth Financial Services	Vienna	23.1%	$533.2 million
3	NTV Asset Management, LLC	Charleston	19.6%	$678.3 million
4	United Brokerage Services Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Parkersburg	17.5%	$229.4 million
5	Fort Henry Capital, LLC	Wheeling	12.7%	$194.7 million
6	Security Capital Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Wheeling	12.2%	$982.7 million
7	Ironwood Wealth Management, Inc.	Hurricane	7.1%	$189.7 million
8	McKinley Carter Wealth Services, Inc.	Wheeling	6.6%	$1.9 billion

8 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Fastest growing, 3 years by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.