City
Independent RIAs in Wheeling, West Virginia
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Wheeling, West Virginia reported $2.7 billion in regulatory assets under management; the largest by assets was McKinley Carter Wealth Services, Inc., with $2.3 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $2.7 billion
- Average per firm
- $531.7 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | McKinley Carter Wealth Services, Inc. | SEC | $2.3 billion | 3,994 |
| 2 | Fort Henry Capital, LLC | SEC | $278.5 million | 476 |
| 3 | Anthony Investment Management, LLC | State | $73.5 million | 224 |
| 4 | Felton Wealth, LLC | State | $0 | 0 |
| 5 | Optima Trade & Investments, LLC | State | $0 | 0 |
Independent RIAs in West Virginia, including every city.
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.