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Research / Organic Growers

The fastest-growing RIAs in West Virginia.

5 wealth management firms in West Virginia grew their assets faster than the typical RIA nationally (1.34×) from the end of 2023 to the end of 2025. Here are the top 5, ranked by asset growth, advisory staff growth and net advisors gained.

#FirmAssets, end of 2023 → 2025GrowthAdvisory staffNet advisors, 12 moHow they grewMain custodianScore
1United Brokerage Services Inc
PARKERSBURG
$249.7M → $372.3M1.49×
1.1× typical
53 → 55+4
Organic or recruited
Wells Fargo75.8
2Commonwealth Financial Services
VIENNA
$649.5M → $994.7M1.53×
1.1× typical
11 → 13-2
Organic
Schwab56.7
3Hoxton Planning & Management, LLC
SHEPHERDSTOWN
$348.4M → $591.5M1.7×
1.3× typical
4 → 4-1
Organic
Fidelity49.6
4Ntv Asset Management, LLC
CHARLESTON
$822.3M → $1.16B1.41×
1.1× typical
5 → 50
Organic
Schwab39.4
5Security Capital Management
WHEELING
$1.02B → $1.39B1.36×
1.0× typical
16 → 140
Organic or recruited
–34.0

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked