Screener
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeScreener
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
12 firms manage $8.8B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1McKinley Carter Wealth Services, Inc.Wheeling, WV | WV | $2.3B | −8.9% | 1,282 | $2M | 27 | Fidelity Distributors Company; Charles Schwab | – | |
| 2Security Capital ManagementWheeling, WV | WV | $1.4B | +16% | 2,399 | $579K | 14 | Fidelity | – | |
| 3NTV Asset Management, LLCCharleston, WV | WV | $1.2B | +20% | 376 | $3M | 5 | Charles Schwab | – | |
| 4Commonwealth Financial ServicesVienna, WV | WV | $995M | +28% | 2,271 | $438K | 13 | Charles Schwab; Fidelity | – | |
| 5Wesbanco Investment DepartmentWheeling, WV | WV | $893M | +2.8% | 6 | $149M | 13 | – | Wesbanco Securities, Inc. |
7 more firms match this screen.
Atlas shows every row, every column and ten years of assets for each firm, with exports, saved screens and alerts when firms change.