{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Largest independent RIAs by assets under management in West Virginia","lead":"As of October 2, 2026, McKinley Carter Wealth Services, Inc. ranked #1 in West Virginia in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $2.3 billion.","as_of":"2026-10-02","facts":{"ranking":"Largest independent RIAs by assets under management","how_it_is_computed":"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.","unit":"usd","scope":"West Virginia","firms_listed":26,"rows":[{"rank":1,"crd":135184,"firm":"McKinley Carter Wealth Services, Inc.","city":"Wheeling","state":"WV","value":2306284068,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/135184/"},{"rank":2,"crd":111062,"firm":"NTV Asset Management, LLC","city":"Charleston","state":"WV","value":1159200099,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111062/"},{"rank":3,"crd":324930,"firm":"Commonwealth Financial Services","city":"Vienna","state":"WV","value":994745926,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324930/"},{"rank":4,"crd":319087,"firm":"Hoxton Planning & Management, LLC","city":"Shepherdstown","state":"WV","value":591549809,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/319087/"},{"rank":5,"crd":168695,"firm":"Fort Henry Capital, LLC","city":"Wheeling","state":"WV","value":278481087,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168695/"},{"rank":6,"crd":340089,"firm":"Vandalia Wealth","city":"Charleston","state":"WV","value":249574253,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340089/"},{"rank":7,"crd":128699,"firm":"Ironwood Wealth Management, Inc.","city":"Hurricane","state":"WV","value":233131125,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128699/"},{"rank":8,"crd":334674,"firm":"Huffman & Ross Wealth Management LLC","city":"Morgantown","state":"WV","value":209964128,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334674/"},{"rank":9,"crd":161784,"firm":"Anthony Investment Management, LLC","city":"Wheeling","state":"WV","value":73501929,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/161784/"},{"rank":10,"crd":299876,"firm":"Rohr Capital Management","city":"Parkersburg","state":"WV","value":64085247,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299876/"},{"rank":11,"crd":331580,"firm":"Blackwater Financial","city":"Fairmont","state":"WV","value":46529449,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331580/"},{"rank":12,"crd":310990,"firm":"Blackbear Capital, LLC","city":"Ripley","state":"WV","value":37674724,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310990/"},{"rank":13,"crd":298510,"firm":"Wna Wealth Management, LLC","city":"Charleston","state":"WV","value":32064916,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298510/"},{"rank":14,"crd":310925,"firm":"Retirement Planning Consultants Inc","city":"South Charleston","state":"WV","value":26892142,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310925/"},{"rank":15,"crd":155510,"firm":"JA Investment Management, LLC","city":"Hurricane","state":"WV","value":15300000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155510/"},{"rank":16,"crd":309104,"firm":"Abw, LLC","city":"Green Bank","state":"WV","value":14731303,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309104/"},{"rank":17,"crd":321101,"firm":"Freedom Financial Advisors, LLC","city":"South Charleston","state":"WV","value":13000000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321101/"},{"rank":18,"crd":300934,"firm":"Bianco Capital Management, LLC","city":"Davin","state":"WV","value":2935705,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300934/"},{"rank":19,"crd":300473,"firm":"Mission: Advice","city":"Shepherdstown","state":"WV","value":2846307,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300473/"},{"rank":20,"crd":325480,"firm":"Jondaknows Financial Group, Inc.","city":"Huntinton","state":"WV","value":1300000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325480/"},{"rank":21,"crd":327702,"firm":"The Spano Group Wealth Managers","city":"President & Ceo","state":"WV","value":1000000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327702/"},{"rank":22,"crd":182518,"firm":"McKee Wealth Management","city":"Hurricane","state":"WV","value":763454,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/182518/"},{"rank":23,"crd":163219,"firm":"4 Seasons Advisors","city":"Princeton","state":"WV","value":700000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/163219/"},{"rank":24,"crd":338041,"firm":"Legacy Advisors","city":"Summersville","state":"WV","value":475705,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338041/"},{"rank":25,"crd":338317,"firm":"McClure Private Wealth, LLC","city":"Maxwelton","state":"WV","value":201713,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338317/"},{"rank":26,"crd":336700,"firm":"Layne Financial Group","city":"Huntington","state":"WV","value":58000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336700/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Largest independent RIAs by assets under management, nationally","url":"https://advisoriq.com/ria/rankings/largest/"},{"title":"RIA market data for West Virginia","url":"https://advisoriq.com/ria/states/west-virginia/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/largest/west-virginia/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/west-virginia/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}