McKinley Carter Ranks No. 98 on CNBC's 2026 Financial Advisor 100
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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.