Rialytix insights

Largest RIA Firms in West Virginia by AUM

Explore registered investment advisers headquartered in West Virginia, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 12 firms with $8.8B in total reported AUM and median AUM of $481.9M.

Firms

Matching current profiles

Total AUM

$8.8B

Reported regulatory AUM

Median AUM

$481.9M

Across firms with AUM

Largest firm

$2.3B

Mckinley Carter Wealth Services, INC.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Mckinley Carter Wealth Services, INC. CRD 135184 · Corporation	WHEELING, WV	$2.3B Mar 2026	+$45.3M+2.0%	+$211.4M+10.1%	+$1.0B+81.3%	+$1.8B+351.5%	-21 employees-39.6% over 3Y	-813 accounts-16.9% over 3Y
2. Security Capital Management CRD 396 · Corporation	WHEELING, WV	$1.4B Mar 2026	+$190.7M+15.9%	+$281.8M+25.5%	+$498.1M+55.9%	+$994.8M+252.6%	-1 employees-4.8% over 3Y	-135 accounts-5.3% over 3Y
3. Ntv Asset Management, LLC CRD 111062 · Limited Liability Company	CHARLESTON, WV	$1.2B Mar 2026	+$195.8M+20.3%	+$403.3M+53.3%	+$588.3M+103.1%	+$796.5M+219.6%	+1 employees+25.0% over 3Y	+311 accounts+44.3% over 3Y
4. Commonwealth Financial Services CRD 324930 · Limited Liability Company	VIENNA, WV	$994.7M Aug 2026	+$220.0M+28.4%	+$461.5M+86.6%	—	—	+2 employees+8.3% over 3Y	+1,310 accounts+35.5% over 3Y
5. Wesbanco Investment Department CRD 111907 · SIDD OF WESBANCO BANK, INC A SUB OF WESBANCO, INC	WHEELING, WV	$892.6M Mar 2026	+$24.1M+2.8%	+$85.4M+10.6%	-$100.1M-10.1%	+$144.1M+19.3%	-5 employees-27.8% over 3Y	0 accounts+0.0% over 3Y
6. Hoxton Planning & Management, LLC CRD 319087 · Limited Liability Company	SHEPHERDSTOWN, WV	$591.5M Mar 2026	+$100.0M+20.3%	+$294.0M+98.8%	—	—	+5 employees+166.7% over 3Y	+517 accounts+60.1% over 3Y
7. United Brokerage Services INC CRD 39062 · Corporation	PARKERSBURG, WV	$372.3M Apr 2026	-$16.9M-4.3%	+$142.8M+62.2%	+$168.8M+83.0%	+$264.7M+246.0%	-5 employees-5.0% over 3Y	+437 accounts+45.9% over 3Y
8. Fort Henry Capital, LLC CRD 168695 · Limited Liability Company	WHEELING, WV	$278.5M Feb 2026	+$38.2M+15.9%	+$66.9M+31.6%	+$107.4M+62.8%	—	0 employees+0.0% over 3Y	+80 accounts+20.2% over 3Y
9. Vandalia Wealth CRD 340089 · Corporation	CHARLESTON, WV	$249.6M Jul 2026	—	—	—	—	-1 employees-4.3% over Total	—
10. Ironwood Wealth Management, INC. CRD 128699 · Corporation	HURRICANE, WV	$233.1M Oct 2026	+$20.3M+9.5%	+$43.4M+22.9%	+$38.2M+19.6%	+$139.9M+150.0%	0 employees+0.0% over 3Y	-40 accounts-5.6% over 3Y
11. Huffman & Ross Wealth Management LLC CRD 334674 · Limited Liability Company	MORGANTOWN, WV	$210.0M Jun 2026	—	—	—	—	0 employees+0.0% over 1Y	—
12. Steeloaks Investment Advisers, INC. CRD 108197 · Corporation	WEIRTON, WV	$131.0M Mar 2026	-$35.0M-21.1%	-$92.0M-41.3%	-$54.0M-29.2%	+$16.0M+13.9%	0 employees+0.0% over 3Y	+115 accounts+66.5% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.