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.

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.

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.