SEC-registered investment advisers in Wheeling
4 SEC-registered investment advisers are headquartered in Wheeling, WV, with $4.87B in combined regulatory assets under management. 2 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 4
- Investment advisers
- $4.87B
- Combined regulatory AUM
- 2
- Financial advisor firms
All 4 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| McKinley Carter Wealth Services | RIA | $2.31B |
| Hazlett, Burt & Watson | Broker-dealer | $1.39B |
| Wesbanco Bank | Mutual funds & ETFs | $893M |
| Fort Henry Capital | RIA | $278M |
- Type
- RIA
Hazlett, Burt & Watson$1.39B
- Type
- Broker-dealer
Wesbanco Bank$893M
- Type
- Mutual funds & ETFs
Fort Henry Capital$278M
- Type
- RIA
Wheeling at a glance
Advisers headquartered here, by type
4
advisers
- Financial advisor firms (RIAs)$2.58B regulatory AUM2 (50%)
- Broker-dealers and other wealth firms$1.39B regulatory AUM1 (25%)
- Mutual fund, ETF and BDC managers$893M regulatory AUM1 (25%)