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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

12 firms manage $8.8 billionWest Virginia

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  1. 3339
    McKinley Carter Wealth Services, Inc.Wheeling, WV · 1,282 clientsWealth manager
    Fidelity Distributors Company 50%Schwab 50%
    $2.3B
  2. 4472
    Security Capital ManagementWheeling, WV · 2,399 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $1.4B
  3. 4941
    NTV Asset Management, LLCCharleston, WV · 376 clientsWealth manager
    Schwab 100%
    $1.2B
  4. 5399
    Commonwealth Financial ServicesVienna, WV · 2,271 clientsWealth managerWrap sponsor
    Schwab 75%Fidelity 25%
    $995M
  5. 5735
    Wesbanco Investment DepartmentWheeling, WV · 6 clientsAsset managerHybridWesbanco Securities, Inc.
    No custodian reported
    $893M
  6. 7146
    Hoxton Planning & Management, LLCShepherdstown, WV · 392 clientsWealth manager
    Fidelity Distributors Company 82%
    $592M
  7. 9133
    United Brokerage Services IncParkersburg, WV · 1,390 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $372M
  8. 10560
    Fort Henry Capital, LLCWheeling, WV · 476 clientsWealth manager
    Schwab 100%
    $278M
  9. 11111
    Vandalia WealthCharleston, WV · 469 clientsWealth manager
    Schwab 100%
    $250M
  10. 11451
    Ironwood Wealth Management, Inc.Hurricane, WV · 276 clientsWealth manager
    Schwab 100%
    $233M
  11. 12012
    Huffman & Ross Wealth Management LLCMorgantown, WV · 412 clientsWealth manager
    SEI 100%
    $210M
  12. 14330
    Steeloaks Investment Advisers, Inc.Weirton, WV · 285 clientsAsset manager
    No custodian reported
    $131M

RIAs by state