# Largest independent RIAs by assets under management in West Virginia

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
Address: https://advisoriq.com/ria/rankings/largest/west-virginia/

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336700/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for West Virginia](https://advisoriq.com/ria/states/west-virginia/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/west-virginia/

License: https://advisoriq.com/license/