Rialytix insights

Top RIA Firms in West Virginia

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in West Virginia. This hub covers 11 matching firms with $8.6B in total reported AUM and median AUM of $591.5M.

Firms

Matching current profiles

Total AUM

$8.6B

Reported regulatory AUM

Median AUM

$591.5M

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 Apr 2026	+$220.0M+28.4%	—	—	—	+2 employees+8.3% over 3Y	+152 accounts+3.1% over 1Y
5. Wesbanco Investment Department CRD 111907 · —	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. Ironwood Wealth Management, INC. CRD 128699 · Corporation	HURRICANE, WV	$233.1M Mar 2026	+$20.3M+9.5%	+$19.5M+9.1%	+$38.2M+19.6%	+$139.9M+150.0%	0 employees+0.0% over 3Y	-18 accounts-2.6% over 3Y
10. Huffman & Ross Wealth Management LLC CRD 334674 · Limited Liability Company	MORGANTOWN, WV	$210.0M Feb 2026	—	—	—	—	0 employees+0.0% over Total	—
11. 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.