{"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":"Independent RIAs with the most clients in West Virginia","lead":"As of October 2, 2026, Commonwealth Financial Services ranked #1 in West Virginia in AdvisorIQ's ranking of independent RIAs with the most clients, with 2,272.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most clients","how_it_is_computed":"Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked \"fewer than 5 clients\" without a number adds nothing. 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.","unit":"count","scope":"West Virginia","firms_listed":27,"rows":[{"rank":1,"crd":324930,"firm":"Commonwealth Financial Services","city":"Vienna","state":"WV","value":2272,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324930/"},{"rank":2,"crd":135184,"firm":"McKinley Carter Wealth Services, Inc.","city":"Wheeling","state":"WV","value":1290,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/135184/"},{"rank":3,"crd":168695,"firm":"Fort Henry Capital, LLC","city":"Wheeling","state":"WV","value":476,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168695/"},{"rank":4,"crd":340089,"firm":"Vandalia Wealth","city":"Charleston","state":"WV","value":469,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340089/"},{"rank":5,"crd":334674,"firm":"Huffman & Ross Wealth Management LLC","city":"Morgantown","state":"WV","value":414,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334674/"},{"rank":6,"crd":319087,"firm":"Hoxton Planning & Management, LLC","city":"Shepherdstown","state":"WV","value":395,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/319087/"},{"rank":7,"crd":111062,"firm":"NTV Asset Management, LLC","city":"Charleston","state":"WV","value":377,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111062/"},{"rank":8,"crd":299876,"firm":"Rohr Capital Management","city":"Parkersburg","state":"WV","value":366,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299876/"},{"rank":9,"crd":128699,"firm":"Ironwood Wealth Management, Inc.","city":"Hurricane","state":"WV","value":276,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128699/"},{"rank":10,"crd":310990,"firm":"Blackbear Capital, LLC","city":"Ripley","state":"WV","value":178,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310990/"},{"rank":11,"crd":155510,"firm":"JA Investment Management, LLC","city":"Hurricane","state":"WV","value":134,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155510/"},{"rank":12,"crd":161784,"firm":"Anthony Investment Management, LLC","city":"Wheeling","state":"WV","value":116,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/161784/"},{"rank":13,"crd":310925,"firm":"Retirement Planning Consultants Inc","city":"South Charleston","state":"WV","value":91,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310925/"},{"rank":14,"crd":309104,"firm":"Abw, LLC","city":"Green Bank","state":"WV","value":72,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309104/"},{"rank":15,"crd":321101,"firm":"Freedom Financial Advisors, LLC","city":"South Charleston","state":"WV","value":43,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321101/"},{"rank":16,"crd":331580,"firm":"Blackwater Financial","city":"Fairmont","state":"WV","value":40,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331580/"},{"rank":17,"crd":327702,"firm":"The Spano Group Wealth Managers","city":"President & Ceo","state":"WV","value":28,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327702/"},{"rank":18,"crd":298510,"firm":"Wna Wealth Management, LLC","city":"Charleston","state":"WV","value":21,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298510/"},{"rank":19,"crd":163219,"firm":"4 Seasons Advisors","city":"Princeton","state":"WV","value":20,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/163219/"},{"rank":19,"crd":336700,"firm":"Layne Financial Group","city":"Huntington","state":"WV","value":20,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336700/"},{"rank":21,"crd":325480,"firm":"Jondaknows Financial Group, Inc.","city":"Huntinton","state":"WV","value":16,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325480/"},{"rank":22,"crd":338041,"firm":"Legacy Advisors","city":"Summersville","state":"WV","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338041/"},{"rank":23,"crd":300473,"firm":"Mission: Advice","city":"Shepherdstown","state":"WV","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300473/"},{"rank":23,"crd":300934,"firm":"Bianco Capital Management, LLC","city":"Davin","state":"WV","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300934/"},{"rank":25,"crd":182518,"firm":"McKee Wealth Management","city":"Hurricane","state":"WV","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/182518/"},{"rank":26,"crd":316257,"firm":"Global Freedom Financial LLC","city":"South Charleston","state":"WV","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316257/"},{"rank":26,"crd":338317,"firm":"McClure Private Wealth, LLC","city":"Maxwelton","state":"WV","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338317/"}]},"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":"Independent RIAs with the most clients, nationally","url":"https://advisoriq.com/ria/rankings/most-clients/"},{"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/most-clients/west-virginia/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-clients/west-virginia/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}