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Ranking, West Virginia

Independent RIAs with the most advisory staff in West Virginia

As of October 2, 2026, McKinley Carter Wealth Services, Inc. ranked #1 in West Virginia in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 27.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most advisory staff in West Virginia
Rank Firm City Most advisory staff
1 McKinley Carter Wealth Services, Inc. Wheeling 27
2 Vandalia Wealth Charleston 15
3 Commonwealth Financial Services Vienna 13
4 NTV Asset Management, LLC Charleston 5
5 Hoxton Planning & Management, LLC Shepherdstown 4
6 Ironwood Wealth Management, Inc. Hurricane 3
6 Freedom Financial Advisors, LLC South Charleston 3
8 4 Seasons Advisors Princeton 2
8 Fort Henry Capital, LLC Wheeling 2
8 Rohr Capital Management Parkersburg 2
8 Abw, LLC Green Bank 2
8 Blackbear Capital, LLC Ripley 2
8 Huffman & Ross Wealth Management LLC Morgantown 2
14 JA Investment Management, LLC Hurricane 1
14 Anthony Investment Management, LLC Wheeling 1
14 McKee Wealth Management Hurricane 1
14 Shenandoah Financial Charles Town 1
14 Wna Wealth Management, LLC Charleston 1
14 Mission: Advice Shepherdstown 1
14 Bianco Capital Management, LLC Davin 1
14 Retirement Planning Consultants Inc South Charleston 1
14 Global Freedom Financial LLC South Charleston 1
14 Jondaknows Financial Group, Inc. Huntinton 1
14 The Spano Group Wealth Managers President & Ceo 1
14 Blackwater Financial Fairmont 1
14 Legacy Advisors Summersville 1
14 McClure Private Wealth, LLC Maxwelton 1
14 Legacy Financial Moorefield 1
14 Felton Wealth, LLC Wheeling 1

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

More rankings

Most advisory staff 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.