McKinley Carter Listed as Leading RIA Firm


08/01/2014

 

 
Wheeling, WV – McKinley Carter Wealth Services ("McKinley Carter"), has once again been listed in Financial Advisor Magazine as one of the top Registered Investment Advisory firms in the United States.

Financial Advisor Magazine, a national publication created exclusively for independent financial planners and registered investment advisors, featured this year's list of Registered Investment Advisory (RIA) firms in their July 2014 issue.

The listing was based on total assets under management as of year-end 2013. McKinley Carter ranked #200 out of the 529 firms that participated in this year’s survey and ranked the highest of the 4 West Virginia based firms featured on the list.

This is the 6th time McKinley Carter has been featured in this publication’s exclusive list:
  • July 2008 Issue – Ranked 176 out of 384 firms (top 46%)
  • July 2009 Issue – Ranked 166 out of 380 firms (top 44%)
  • July 2011 Issue – Ranked 151 out of 454 firms (top 33%)
  • July 2012 Issue – Ranked 199 out of 514 firms (top 39%)
  • July 2013 Issue – Ranked 214 out of 522 firms (top 41%)
  • July 2014 Issue – Ranked 200 out of 529 firms (top 38%)

McKinley Carter is an independent wealth management firm that develops and implements customized comprehensive wealth management strategies for families, businesses and non-profit organizations. The firm has offices located in Wheeling, Charleston, and Parkersburg, West Virginia, Pittsburgh, Pennsylvania, and Gaithersburg, Maryland.

For more information on this listing or to view the entire list of firms, visit http://www.fa-mag.com/.


McKinley Carter Wealth Services ("MCWS") is an SEC registered investment adviser with its principal place of business in the State of West Virginia. MCWS and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which MCWS maintains clients. MCWS may only transact business in those states in which it is registered /notice filed, or qualifies for an exemption or exclusion from registration /notice filing requirements.  This press release is limited to the dissemination of general information pertaining to its investment advisory services.  Any subsequent, direct communication by MCWS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of MCWS, please contact MCWS or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about MCWS, including fees and services, send for our disclosure statement as set forth on Form ADV from MCWS using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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