MCKINLEY CARTER WEALTH SERVICES, INC.
Wheeling, WV
AUM
$2.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
304-230-2400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in WV, WHEELING
4 advisers found
SECURITY CAPITAL MANAGEMENT
Wheeling, WV
AUM
$1.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM
304-233-3312
FORT HENRY CAPITAL, LLC
Wheeling, WV
AUM
$278.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
304-232-0422
ANTHONY INVESTMENT MANAGEMENT, LLC
Wheeling, WV
AUM
$73.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(304) 905-1394