Recognitions & Accomplishments

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.

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

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