Ranking, West Virginia

Largest wealth firms by assets under management, including broker-dealer firms in West Virginia

As of October 2, 2026, McKinley Carter Wealth Services, Inc. ranked #1 in West Virginia in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $2.3 billion.

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

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.

Largest wealth firms by assets under management, including broker-dealer firms in West Virginia
Rank	Firm	City	RAUM
1	McKinley Carter Wealth Services, Inc.	Wheeling	$2.3 billion
2	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	$1.4 billion
3	NTV Asset Management, LLC	Charleston	$1.2 billion
4	Commonwealth Financial Services	Vienna	$994.7 million
5	Hoxton Planning & Management, LLC	Shepherdstown	$591.5 million
6	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	$372.3 million
7	Fort Henry Capital, LLC	Wheeling	$278.5 million
8	Vandalia Wealth	Charleston	$249.6 million
9	Ironwood Wealth Management, Inc.	Hurricane	$233.1 million
10	Huffman & Ross Wealth Management LLC	Morgantown	$210.0 million
11	Anthony Investment Management, LLC	Wheeling	$73.5 million
12	Rohr Capital Management	Parkersburg	$64.1 million
13	Blackwater Financial	Fairmont	$46.5 million
14	Blackbear Capital, LLC	Ripley	$37.7 million
15	Wna Wealth Management, LLC	Charleston	$32.1 million
16	Retirement Planning Consultants Inc	South Charleston	$26.9 million
17	JA Investment Management, LLC	Hurricane	$15.3 million
18	Abw, LLC	Green Bank	$14.7 million
19	Freedom Financial Advisors, LLC	South Charleston	$13.0 million
20	Bianco Capital Management, LLC	Davin	$2.9 million
21	Mission: Advice	Shepherdstown	$2.8 million
22	Jondaknows Financial Group, Inc.	Huntinton	$1.3 million
23	The Spano Group Wealth Managers	President & Ceo	$1.0 million
24	McKee Wealth Management	Hurricane	$763,454
25	4 Seasons Advisors	Princeton	$700,000
26	Legacy Advisors	Summersville	$475,705
27	McClure Private Wealth, LLC	Maxwelton	$201,713
28	Layne Financial Group	Huntington	$58,000

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

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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.