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Top 10 Advisor Firms in West Virginia by AUM

The largest public advisor firms headquartered in West Virginia, ranked by reported assets under management.

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    West Virginia

    # Firm AUM
    1 MCKINLEY CARTER WEALTH SERVICES, INC. Wheeling, WV $2.3B
    2 HAZLETT, BURT & WATSON, INC. Wheeling, WV $1.4B
    3 NTV ASSET MANAGEMENT, LLC Charleston, WV $1.2B
    4 COMMONWEALTH FINANCIAL SERVICES Vienna, WV $994.7M
    5 HOXTON PLANNING & MANAGEMENT, LLC Shepherdstown, WV $591.5M
    6 UNITED BROKERAGE SERVICES, INC Parkersburg, WV $372.3M
    7 FORT HENRY CAPITAL, LLC Wheeling, WV $278.5M
    8 VANDALIA WEALTH Charleston, WV $249.6M
    9 IRONWOOD WEALTH MANAGEMENT, INC. Hurricane, WV $233.1M
    10 HUFFMAN & ROSS WEALTH MANAGEMENT LLC Morgantown, WV $210M

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