Top RIA Firms in West Virginia (2026)

    27 SEC-registered investment advisory firms headquartered in West Virginia — a combined $9.6B in assets under management, led by McKinley Carter Wealth Services, Inc. in Wheeling. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.

    McKinley Carter Wealth Services, Inc.
    Wheeling
    AUM $2.3B · 3,994 accounts
    Security Capital Management
    Wheeling
    AUM $1.4B · 2,399 accounts
    Ntv Asset Management, LLC
    Charleston
    AUM $1.2B · 1,013 accounts
    Commonwealth Financial Services
    Vienna
    AUM $995M · 5,003 accounts
    Wesbanco Investment Department
    Wheeling
    AUM $893M · 6 accounts
    Loc Investment Advisers
    Hurricane
    AUM $771M · 2,204 accounts
    Hoxton Planning & Management, LLC
    Shepherdstown
    AUM $592M · 1,377 accounts
    United Brokerage Services Inc
    Parkersburg
    AUM $372M · 1,390 accounts
    Fort Henry Capital, LLC
    Wheeling
    AUM $278M · 476 accounts
    Ironwood Wealth Management, Inc.
    Hurricane
    AUM $233M · 676 accounts
    Huffman & Ross Wealth Management LLC
    Morgantown
    AUM $210M · 655 accounts
    Steeloaks Investment Advisers, Inc.
    Weirton
    AUM $131M · 288 accounts
    Anthony Investment Management, LLC
    Wheeling
    AUM $74M · 224 accounts
    Rohr Capital Management
    Parkersburg
    AUM $64M · 511 accounts
    Blackbear Capital, LLC
    Ripley
    AUM $38M · 181 accounts
    Wna Wealth Management, LLC
    Charleston
    AUM $32M · 58 accounts
    Jacobs & Company
    Charleston
    AUM $29M · 24 accounts
    Retirement Planning Consultants Inc
    South Charleston
    AUM $27M · 145 accounts
    Ja Investment Management, LLC
    Hurricane
    AUM $15M · 67 accounts
    Freedom Financial Advisors, LLC
    South Charleston
    AUM $13M · 28 accounts
    Bianco Capital Management, LLC
    Davin
    AUM $3M · 28 accounts
    Mission: Advice
    Shepherdstown
    AUM $3M · 10 accounts
    McKee Wealth Management
    Hurricane
    AUM $2M · 7 accounts
    Jondaknows Financial Group, Inc.
    Huntinton
    AUM $1M · 16 accounts
    The Spano Group Wealth Managers
    President & Ceo
    AUM $1M · 14 accounts
    4 Seasons Advisors
    Princeton
    AUM $700K · 10 accounts
    Layne Financial Group
    Barboursville
    AUM $25K · 1 accounts

    How many RIA firms are in this West Virginia directory?

    This directory covers the 27 largest SEC-registered investment advisory firms headquartered in West Virginia, ranked by regulatory assets under management from SEC Form ADV filings.

    What is the largest RIA firm in West Virginia?

    By regulatory assets under management, the largest firm in this West Virginia directory is McKinley Carter Wealth Services, Inc., headquartered in Wheeling, with approximately $2.3B in AUM.

    Browse other states

    AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWashington D.C.WisconsinWyoming

    Go deeper on every West Virginia firm

    Contacts, 13F holdings, custodians, fee structures, and ADV brochure intelligence for 43,000+ investment firms.

    Start Free Trial