Wheeling, W.Va. – November 10, 2026 -- McKinley Carter Wealth Services (MCWS) ranked No. 98 on CNBC's 2026 Financial Advisor 100, making it the only West Virginia-based firm among 100 registered investment advisory firms selected from 41,578 nationwide.
CNBC cut 41,578 RIAs to 100 through a multi-stage screen
CNBC built the list, published Oct. 8, with data partner AccuPoint Solutions. The process began with every RIA in the SEC's regulatory database and narrowed the field to 1,015 firms that met CNBC's requirements and passed due diligence, including checks for regulatory disclosures. Finalists completed surveys, and AccuPoint ranked them on CNBC's weighted criteria.
Those criteria include regulatory and compliance record, years in business, headcount, number of registered investment advisors, the ratio of advisors to total employees, assets and accounts under management, and the number of states where a firm is registered. Firms cannot apply or pay to be considered.
MCWS manages about $2.5 billion across 41 states from four offices
The Wheeling-headquartered firm serves individuals, families and institutions from offices in Wheeling and Charleston, W.Va., Pittsburgh, Pa., and Dayton, Ohio. Its assets under management stood at approximately $2.5 billion as of Sept. 24, 2026. The firm employs 30 professionals.
Assets have more than tripled since MCWS's 2015 CNBC listing
CNBC also recognized MCWS in 2015, when it managed approximately $811 million. Founder and President David H. McKinley, CFP®, said, "There is no shortcut onto this list," and tied the ranking to long client service, a clean regulatory record and advisor credentials.
MCWS has been named to the Inc. 5000 five times and was recognized by InvestmentNews as one of the Best Places to Work for Financial Advisors.