# Independent RIAs with the most clients in West Virginia

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

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338317/

## 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

- [Independent RIAs with the most clients, nationally](https://advisoriq.com/ria/rankings/most-clients/)
- [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/most-clients/west-virginia/

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