Top 8 financial advisor firms in West Virginia

8 SEC-registered financial advisor firms are headquartered in West Virginia, with $6.02B in combined regulatory assets under management. The largest by assets are McKinley Carter Wealth Services ($2.31B), NTV Asset Management ($1.16B) and Commonwealth Financial Services ($995M).

8
Financial advisor firms: $6.02B
Their combined AUM: $435M
Median firm AUM: 5,954
Clients of the top 8

The 8 largest by assets

1
McKinley Carter Wealth Services
RIA
$2.31B
0.40% to 1.25% a year
2
NTV Asset Management
RIA
$1.16B
0.40% to 1.00% a year
3
Commonwealth Financial Services
RIA
$995M
Up to 2.00% a year
4
Hoxton Planning & Management
RIA
$592M
Regulatory AUM
5
Fort Henry Capital
RIA
$278M
Regulatory AUM
6
Vandalia Wealth Management
RIA
$250M
0.65% to 1.00% a year
7
Ironwood Wealth Management
RIA
$233M
0.50% to 1.00% a year
8
Huffman & Ross Wealth Management
RIA
$210M
Regulatory AUM

Profiles of the top 8

No. 1 · RIA

McKinley Carter Wealth Services

McKinley Carter Wealth Services is an investment adviser based in Wheeling, WV, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $2.31 billion, as filed on 23 March 2026.

McKinley Carter Wealth Services charges 0.40%–1.25% a year for its Wealth Management Fees.

Regulatory AUM: $2.31B
Clients: 1,282
Advisory staff: 27
Founded: 2005
Fee schedule: 0.40% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 2100 Market Street, Wheeling, WV 26003
Phone: 304-230-2400
Website: mckinleycarter.com

No. 2 · RIA

NTV Asset Management

NTV Asset Management is an investment adviser based in Charleston, WV, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.16 billion, as filed on 20 March 2026.

NTV Asset Management charges 0.40%–1.00% a year for its Portfolio and model management.

Regulatory AUM: $1.16B
Clients: 376
Advisory staff: 5
Founded: 2000
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 170 Summers Street, Suite 200, Charleston, WV 25301-1800
Phone: 304-353-9090
Website: ntvam.com

No. 3 · RIA

Commonwealth Financial Services

Commonwealth Financial Services is an investment adviser based in Vienna, WV, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $995 million, as filed on 24 August 2026.

Commonwealth Financial Services charges up to 2.00% a year for its Asset Management Services Program.

Regulatory AUM: $995M
Clients: 2,271
Advisory staff: 13
Fee schedule: Up to 2.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 373 Timberline Parkway, Vienna, WV 26105
Phone: 304-422-3531
Website: cfswv.com

No. 4 · RIA

Hoxton Planning & Management

Hoxton Planning & Management is an investment adviser based in Shepherdstown, WV, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $592 million, as filed on 16 March 2026.

Regulatory AUM: $592M
Clients: 392
Advisory staff: 4
Custodians: Fidelity, Charles Schwab
Headquarters: 8530 Shepherdstown Pike, Shepherdstown, WV 25443
Phone: 304-876-2619
Website: hoxtonpm.com

No. 5 · RIA

Fort Henry Capital

Fort Henry Capital is an investment adviser based in Wheeling, WV, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $278 million, as filed on 17 February 2026.

Regulatory AUM: $278M
Clients: 476
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 48 Fourteenth Street, Wheeling, WV 26003
Phone: 304-232-0422

No. 6 · RIA

Vandalia Wealth Management

Vandalia Wealth Management is an investment adviser based in Charleston, WV, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $250 million, as filed on 10 July 2026.

Vandalia Wealth Management charges 0.65%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $250M
Clients: 469
Advisory staff: 15
Fee schedule: 0.65% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 500 Corporate Landing, Suite 201, Charleston, WV 25311
Phone: 304-915-0260
Website: vandaliawealth.com

No. 7 · RIA

Ironwood Wealth Management

Ironwood Wealth Management is an investment adviser based in Hurricane, WV, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $233 million, as filed on 3 March 2026.

Ironwood Wealth Management charges 0.50%–1.00% a year for its Investment Management Services.

Regulatory AUM: $233M
Clients: 276
Advisory staff: 3
Founded: 2002
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 18 Chase Drive, Chase Park, Hurricane, WV 25526
Phone: 304-760-6000
Website: ironwood-wealth.com

No. 8 · RIA

Huffman & Ross Wealth Management

Huffman & Ross Wealth Management is an investment adviser based in Morgantown, WV, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $210 million, as filed on 29 June 2026.

Regulatory AUM: $210M
Clients: 412
Advisory staff: 2
Custodians: SEI Investments Distribution
Headquarters: 6220 Mid Atlantic DR, Morgantown, WV 26508
Phone: 304-241-4478
Website: huffmanross.com

Questions about financial advisors in West Virginia

How many financial advisor firms are headquartered in West Virginia?

8 SEC-registered financial advisor firms report their principal office in West Virginia, managing $6.02B in regulatory assets between them. The other 4 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in West Virginia?

McKinley Carter Wealth Services, with $2.31B in regulatory assets under management on its latest Form ADV. The next largest are NTV Asset Management ($1.16B) and Commonwealth Financial Services ($995M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in West Virginia?

The median firm manages $435M in regulatory assets. That is the midpoint of the 8 firms headquartered in West Virginia.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in West Virginia charge?

Of the 8 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in West Virginia?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

West Virginia has 8 financial advisor firms; see every adviser in the state →