City
Wealth management firms in Wheeling, West Virginia
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Wheeling, West Virginia reported $4.0 billion in regulatory assets under management; the largest by assets was McKinley Carter Wealth Services, Inc., with $2.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $4.0 billion
- Average per firm
- $674.5 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | McKinley Carter Wealth Services, Inc. | SEC | $2.3 billion | 3,994 |
| 2 | Security Capital Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.4 billion | 2,399 |
| 3 | Fort Henry Capital, LLC | SEC | $278.5 million | 476 |
| 4 | Anthony Investment Management, LLC | State | $73.5 million | 224 |
| 5 | Felton Wealth, LLC | State | $0 | 0 |
| 6 | Optima Trade & Investments, LLC | State | $0 | 0 |
Wealth management firms 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.