AdvisorGrade

Financial advisers in Wheeling, WV

4 registered investment adviser firms in Wheeling managing $4.9B in assets, based on public SEC Form ADV filings.

Mckinley Carter Wealth Services, INC.

Wheeling, WV · Est. 2005

RegionalInternational
Fee-based
AUM
$2.3B
Per adviser
$85M
Advisers
27

No reported disclosures

Security Capital Management

Wheeling, WV · Est. 2006

Regional
Fee-only
AUM
$1.4B
Per adviser
$99M
Advisers
14

No reported disclosures

Wesbanco Investment Department

Wheeling, WV · Est. 2001

Local
Fee-only
AUM
$893M
Per adviser
$69M
Advisers
13

No reported disclosures

Fort Henry Capital, LLC

Wheeling, WV · Est. 2016

Local
Fee-based
AUM
$278M
Per adviser
$139M
Advisers
2

No reported disclosures