A commitment to helping clients manage their total financial situation, an entrepreneurial vision, and strong management team have taken McKinley Carter to national recognition, fueled by the skills and ambition of its principals and team of professionals.
With $1 Billion in assets under management, the firm has been listed in national publications, such as Medical Economics Magazine and Inc. Magazine, and has been recognized in industry specific publications, such as Financial Advisor, Investment News and Wealth Manager, as one of the nation’s leading RIA firms.
In 2015, the firm was ranked in the Top 100 of U.S. Fee-Only Wealth Managers by CNBC.
2019
McKinley Carter Honored by InvestmentNews as one of the nation's 75 Best Places to Work for Financial Advisers
2018
McKinley Carter Becomes First WV Investment Firm to Earn Fiduciary Excellence Certification
Brian T. Gongaware: Five Star Wealth Manager Award, Pittsburgh Magazine
Rod Diaz: Five Star Wealth Manager Award, Pittsburgh Magazine
2017
David McKinley, WV Executive Magazine Sharp Shooter Award
Five Diamond Employer Award
Financial Advisor Magazine: McKinley Carter Listed in Top 36% of Nation's RIAs
2016
Five Diamond Certified Employer Award
2015
McKinley Carter Named To CNBC Top 100 List
2014
Financial Advisor Magazine: McKinley Carter Listed as Leading RIA Firm
2013
Financial Advisor Magazine: McKinley Carter Listed as One of the Nation's Top RIA Firms
Pittsburgh Business Times: One of the Largest Pittsburgh-Area Regional Money Managers
2012
Pittsburgh Business Times: Pittsburgh 100 Fastest Growing Companies
Pittsburgh Magazine: Brian Gongaware is 4-Time Recipient of Five Star Wealth Manager Award
Financial Advisor Magazine: McKinley Carter Listed as One of the Nation's Top RIA Firms
Pittsburgh Business Times: One of the Largest Pittsburgh-Area Regional Money Managers
PlanAdviser Magazine: McKinley Carter Listed as Top Retirement Plan Adviser for 2nd Straight Year
2011
Inc.: One of the "Fastest-Growing Private Companies in America
Pittsburgh Business Times: Pittsburgh 100 Fastest Growing Companies
Financial Advisor Magazine: One of the nation's Top RIA Firms
PlanAdviser Magazine: Top Retirement Plan Adviser
2010
Inc.: One of the Fastest-Growing Private Companies in America
2009
Financial Advisor Magazine: McKinley Carter Listed as Leading RIA Firm
Inc.: One of the Fastest-Growing Private Companies in America
Pittsburgh Magazine: Best Wealth Managers in the Pittsburgh Area
Wealth Manager Magazine: Top Wealth Managers
Investment News: McKinley Carter Listed as Up-and-Comer
2008
Medical Economics Magazine: 150 Best Financial Advisors for Doctors
Financial Advisor Magazine: One of the nation's Fastest Growing Firms