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.
| # | Firm | Assets, end of 2023 → 2025 | Growth | Advisory staff | Net advisors, 12 mo | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | United Brokerage Services Inc PARKERSBURG | $249.7M → $372.3M | 1.49× 1.1× typical | 53 → 55 | +4 | Organic or recruited | Wells Fargo | 75.8 |
| 2 | Commonwealth Financial Services VIENNA | $649.5M → $994.7M | 1.53× 1.1× typical | 11 → 13 | -2 | Organic | Schwab | 56.7 |
| 3 | Hoxton Planning & Management, LLC SHEPHERDSTOWN | $348.4M → $591.5M | 1.7× 1.3× typical | 4 → 4 | -1 | Organic | Fidelity | 49.6 |
| 4 | Ntv Asset Management, LLC CHARLESTON | $822.3M → $1.16B | 1.41× 1.1× typical | 5 → 5 | 0 | Organic | Schwab | 39.4 |
| 5 | Security Capital Management WHEELING | $1.02B → $1.39B | 1.36× 1.0× typical | 16 → 14 | 0 | 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.