Security Capital Management, a reputable local investment advisory firm headquartered in Wheeling, WV, serves a diverse client base comprising over 1,610 individuals. With a remarkable track record, they currently manage a substantial portfolio of assets totaling over $982,736,000. Security Capital Management operates from four strategically located offices to cater to their clients' needs effectively. In addition to their core investment advisory services, the firm also excels in providing comprehensive insurance brokerage and agency solutions. They possess extensive expertise in managing employer-sponsored 401(k) plans and individual investment portfolios, accounting for approximately half of their assets under management. Furthermore, 41% of the assets they oversee are discretionary, indicating their proficiency in executing investment strategies tailored to specific client goals. Security Capital Management's compensation structure incorporates various models, including a percentage of assets under management, ensuring alignment with clients' interests and fostering long-term partnerships. With a dedicated team of 19 professionals, 14 of whom specialize in investment advisory services, the firm is well-equipped to deliver personalized and expert guidance. On average, each investment advisor handles approximately $70,200,000 in assets under management, demonstrating their ability to handle substantial portfolios in line with industry standards. Among their accomplished team, Security Capital Management boasts advisors with extensive tenure, including Timothy Bidwell, Michael Barickman, and Marilynn Echols. Their collective expertise and commitment to client success contribute to the firm's outstanding reputation within the industry. By leveraging their experience and a client-centric approach, Security Capital Management continues to provide exceptional investment advisory and insurance brokerage services, ensuring the financial well-being of their clients in Wheeling and beyond.

McKinley Carter Wealth Services, Inc. is a highly reputable and successful regional investment advisory firm located in Wheeling, WV. With 56 dedicated employees, 36 of whom specialize in providing top-notch investment advisory services, the company ensures exceptional client experiences. Their impressive average of approximately $129,620,000 in assets under management per investment advisor exceeds industry standards, showcasing their expertise and ability to deliver outstanding results. With a strong compensation structure that includes various methods, such as a percentage of assets under management, McKinley Carter Wealth Services, Inc. attracts and retains top talent in the industry. They boast a substantial client base, serving over 1,270 individual clients who entrust them with their substantial assets totaling more than $1,904,927,000 under management. While 401K and individual accounts constitute less than 30% of their assets under management, the company possesses the expertise to effectively manage employer funds. An impressive 91% of the assets they oversee are handled on a discretionary basis, reflecting their clients' confidence in their decision-making abilities. McKinley Carter Wealth Services, Inc. has established itself as a leader in the region, operating from seven strategically located offices. The company takes pride in its long-tenured advisors, including notable individuals like Teresa Shawver, Brian Gongaware, and Suzette Smith, who bring years of experience and expertise to the table. With a commitment to personalized service and exceptional financial guidance, McKinley Carter Wealth Services, Inc. continues to be a trusted partner for individuals and organizations seeking to secure their financial future.

Covington Investment Advisors, Inc. is a small investment advisory firm based out of Ligonier, PA, with one office. With a total of five dedicated employees, three of whom provide investment advisory services, Covington Investment Advisors caters to a diverse clientele seeking professional financial guidance. Their team of experienced advisors, including Nick Allen, Patrick Wallace, and Cindy Jones, boasts extensive industry knowledge and a commitment to delivering personalized solutions. On average, each investment advisor at Covington manages approximately $67,810,000 in assets under management, aligning with the industry average. Their compensation structure is flexible and includes various types such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose a payment method that suits their needs and preferences. With over 120 individual clients, Covington Investment Advisors oversees a substantial portfolio of more than $574,456,000 in assets under management. While 401K and individual accounts make up less than 30% of their assets, Covington possesses the capability to manage employer funds, broadening their scope of services. The firm's primary focus is on discretionary asset management, with 96% of the assets they oversee falling under this category. This approach allows Covington Investment Advisors to exercise independent decision-making on behalf of their clients, actively seeking opportunities to maximize returns while mitigating risks. Covington Investment Advisors, Inc. upholds a commitment to professionalism, integrity, and personalized service, providing their clients with the necessary tools and guidance to achieve their financial goals.

Advice & Planning Services LLC is a small investment advisory firm headquartered in Youngwood, PA, with one office location. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. The firm boasts an average of $56,830,000 in assets under management per investment advisor, aligning with the industry average. One of the notable strengths of Advice & Planning Services LLC lies in their expertise and experience in managing employer 401Ks and individual investments, which collectively account for approximately half of their assets under management. Their extensive knowledge in this space allows them to offer valuable guidance to clients seeking to maximize their retirement savings and personal investments. As a registered representative of a broker-dealer, insurance broker, or agent, Advice & Planning Services LLC offers a diverse range of financial services to cater to their clients' needs. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. With an impressive 96% of the assets they manage being discretionary, clients can rely on the firm's expertise to make informed investment decisions on their behalf. Advice & Planning Services LLC currently serves over 260 individual clients, who entrust them with more than $113,665,000 in assets under management. The firm takes pride in its team of experienced advisors, including Joseph Manko, Christina Bryner, and Ryan Naugle, who have established long tenures with the company. Their commitment to delivering personalized and tailored investment advice has earned them a reputation for excellence within the financial services industry.

Valley Brook Capital Group, based out of Venetia, PA, is a reputable investment advisory firm that specializes in managing assets for high net worth individuals. With a team of seven dedicated employees, they provide comprehensive investment advisory services to their clients. On average, each investment advisor at Valley Brook Capital Group handles approximately $67,050,000 in assets under management, which aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This ensures flexibility and transparency in their client relationships. With over 130 individual clients, Valley Brook Capital Group manages a total of $155,927,000 in assets. While the majority of the assets they manage cater to high net worth individuals, Valley Brook Capital Group also has the capability to handle employer funds, although 401K and individual accounts make up less than 30% of their total assets under management. An impressive 91% of the assets they manage are discretionary, providing clients with the convenience and peace of mind that comes with professional investment management. Valley Brook Capital Group operates from three offices, serving their clients with convenience and accessibility. They take pride in their team of seasoned advisors, with notable figures like Robert Pulit, Gregory Martik, and Jayme Russo among their longest-tenured professionals. With their local presence and expertise in investment advisory services, Valley Brook Capital Group is a trusted partner for clients seeking personalized and effective wealth management solutions.

Braun-Bostich & Associates Inc., headquartered in Canonsburg, PA, is a well-established investment advisory firm with a strong presence in the financial industry. With a single office, the company boasts a dedicated team of eight professionals, four of whom specialize in providing top-notch investment advisory services. Drawing from their extensive expertise, Braun-Bostich & Associates Inc. effectively manages an impressive average of $45,310,000 in assets under management per investment advisor, aligning with the industry average. The firm's compensation structure reflects their commitment to delivering exceptional results for their clients. It encompasses various models, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent approach. Their exceptional track record in managing employer 401Ks and individual assets is a testament to their proficiency in this domain, with these sources accounting for approximately half of their assets under management. Notably, a substantial 98% of the assets they oversee are discretionary, enabling Braun-Bostich & Associates Inc. to exercise autonomous decision-making in optimizing investment strategies for their clients. With a vast client base of over 220 individuals, the firm commands an impressive $181,252,000 in total assets under management, further solidifying their position as a trusted wealth management partner. Braun-Bostich & Associates Inc. owes much of its success to the collective expertise of their advisors, including the seasoned professionals Amy Braun-Bostich, Douglas Bostich, and Cassandra Kirby, who have been pivotal in the firm's long-term growth and client satisfaction. With their commitment to delivering personalized financial solutions, Braun-Bostich & Associates Inc. continues to thrive, exemplifying excellence in the investment advisory field.

Steeloaks Investment Advisers, Inc., headquartered in Weirton, WV, is a reputable investment advisory firm dedicated to providing comprehensive financial solutions to its diverse clientele. With over 220 individual clients and a total of $137,000,000 in assets under management, they have proven their ability to deliver exceptional investment services. Operating from a single office, Steeloaks Investment Advisers, Inc. offers a range of advisory services tailored to meet the unique needs and goals of their clients. While their portfolio comprises various types of assets, including 401K and individual accounts, these represent less than 30% of their total assets under management. They also possess the capability to effectively manage employer funds, offering a comprehensive suite of investment solutions. With a discretionary management approach, Steeloaks Investment Advisers, Inc. ensures that 99% of the assets they oversee are actively monitored and adjusted in line with market conditions and client objectives. Their compensation structure is designed to align their interests with those of their clients, including a percentage of assets under management and fixed fees. The firm's team consists of two dedicated professionals, each providing investment advisory services. With an average of approximately $68,500,000 in assets under management per investment advisor, Steeloaks Investment Advisers, Inc. maintains a standard comparable to the industry average. Dewey Guida, Sara Payne, and Donald Kendrick are among the firm's longest-tenured advisors, bringing a wealth of experience and expertise to Steeloaks Investment Advisers, Inc. Their commitment to providing exceptional guidance and service reflects the firm's dedication to client satisfaction. As a trusted partner in wealth management, Steeloaks Investment Advisers, Inc. strives to help clients achieve their financial goals through personalized strategies and a client-centric approach.

Dinuzzo Private Wealth, Inc. is a reputable investment advisory firm located in Beaver, PA, boasting an extensive presence with seven offices in the area. With a dedicated team of 19 professionals, nine of whom specialize in investment advisory services, Dinuzzo Private Wealth, Inc. delivers personalized financial guidance to a diverse clientele. On average, each investment advisor oversees approximately $93,570,000 in assets under management, aligning with industry standards. The firm's compensation structure includes various models, such as a percentage of assets under management, ensuring that the interests of clients and advisors are harmonized. While less than 30% of their assets under management come from 401K and individual accounts, Dinuzzo Private Wealth, Inc. possesses the expertise to manage employer funds. Notably, all assets under their management are discretionary, enabling the firm to exercise full discretion in investment decisions. Catering primarily to high-net-worth individuals, Dinuzzo Private Wealth, Inc. diligently oversees more than 560 individual clients, skillfully managing an impressive portfolio totaling over $842,109,000 in assets. The firm takes pride in its longstanding advisors, including Carl Hartman, Mark Dinuzzo, and Patrick Dinuzzo, whose extensive experience contributes to the firm's exceptional track record and client satisfaction. With a strong commitment to delivering comprehensive financial solutions and a focus on long-term wealth preservation, Dinuzzo Private Wealth, Inc. has established itself as a trusted partner for individuals seeking sound investment strategies and personalized guidance in the Beaver, PA region.

Three Cord True Wealth Management, LLC, based out of Beaver, PA, is a reputable investment advisory firm with a strong presence in the local community. With over 210 individual clients and assets under management totaling more than $150,286,000, they have established themselves as a trusted partner in managing wealth. Three Cord True Wealth Management, LLC operates from two offices, offering convenient access to their comprehensive financial services. As a registered representative of a broker-dealer and an insurance broker or agent, they provide a wide range of investment options and insurance solutions to cater to their clients' needs. Additionally, their affiliation with an accountant or accounting firm allows for comprehensive financial planning and tax services. While their focus lies in managing assets for high net worth individuals, Three Cord True Wealth Management, LLC also has the expertise to handle employer funds, though they constitute a smaller portion of their assets under management. Notably, 98% of the assets they manage are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients. The firm's compensation structure includes various models, such as a percentage of assets under management, ensuring alignment with their clients' financial success. With a dedicated team of nine employees, including seven investment advisors, they maintain an average of approximately $21,470,000 in assets under management per investment advisor. At Three Cord True Wealth Management, LLC, clients benefit from the knowledge and experience of their longest tenured advisors, including Vasilios Rizos, Nicholas Raught, and Tod Arbutina. Their commitment to providing exceptional wealth management services has earned them a solid reputation in the industry and a loyal client base.

Milestone Asset Management, LLC, based out of Pittsburgh, PA, is a reputable local investment advisory firm with a strong presence in the region. With six offices strategically located, they offer personalized investment advisory services to a diverse clientele. The firm boasts a dedicated team of seven experienced professionals, all of whom are committed to delivering exceptional service and financial guidance. Milestone Asset Management, LLC maintains an average of approximately $54,910,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is flexible, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. Notably, the firm has developed a solid reputation in managing employer 401Ks and individual portfolios, with these categories accounting for around half of their total assets under management. Their extensive experience in this space has allowed them to build a strong track record of success. As a discretionary asset manager, Milestone Asset Management, LLC possesses the authority to make investment decisions on behalf of their clients, ensuring efficient and timely execution of investment strategies. Currently, they oversee a substantial portfolio, managing over $384,400,000 in assets for more than 880 individual clients. Colin Barcley and Patrick Reinheimer, two of the longest-tenured registered advisors at Milestone Asset Management, LLC, bring a wealth of knowledge and expertise to the firm. Their commitment to delivering sound financial advice has contributed to the firm's success and earned them the trust of their clients. With their local presence, dedicated team, and comprehensive investment services, Milestone Asset Management, LLC is well-positioned to continue providing top-notch financial guidance and investment management for individuals and businesses alike.

Fort Henry Capital, LLC is a small investment advisory firm based out of Wheeling, WV. With a single office, they specialize in providing investment advisory services. With a team of two dedicated professionals, Fort Henry Capital, LLC manages an average of approximately $97,350,000 in assets per investment advisor, which aligns with the industry average. Their compensation structure is diverse, including a percentage of assets under management, fixed fees, and hourly charges. A notable aspect of Fort Henry Capital, LLC's portfolio is their expertise in employer 401Ks and individual investment management, which collectively represent around half of their assets under management. This experience has positioned them well within this space, fostering trust and confidence among their clients. With 98% of the assets they manage being discretionary, Fort Henry Capital, LLC holds a high level of autonomy and decision-making authority over their clients' investments. Their commitment to tailored investment strategies based on individual needs and risk profiles ensures a personalized approach. Fort Henry Capital, LLC boasts an extensive client base, serving over 330 individuals and managing assets worth over $194,700,000. Among their team, Jeremy Lowe and Russell Dunkin stand out as the longest-tenured registered advisors, contributing to the firm's stability and continuity. Overall, Fort Henry Capital, LLC exemplifies a client-centered approach, combining their expertise in various investment areas with a dedication to personalized service and long-term financial growth.