Mckinley Carter Wealth Services, Inc.

RIASEC RegisteredEst. 2005

Total AUM

$2.3B

Discretionary

$2.2B

97% of AUM

Avg account

$577K

Accounts

3,994

Employees

Advisory reps

Firm details

Headquarters: Wheeling, West Virginia
CRD number: 135184
Registered since: August 4, 2005
Website: mckinleycarter.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.02%
Individuals9.02%
Charitable Organizations3.23%
Corporations / Businesses1.31%
Pension & Profit Sharing Plans0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mckinley Carter Wealth Services, Inc. is an independent, SEC-registered registered investment adviser (since 2005) that serves both individual/family and institutional clients. The firm operates as a corporation owned by individuals and positions itself as a capital allocator and manager-of-managers: it provides financial planning, portfolio management for individuals and small businesses as well as for institutions, and performs selection of third‑party advisers. Its fees include percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. The firm does not describe itself as an active ESG investor and lists a law-firm affiliation among its industry relationships. The firm has been recognized in industry press, including a mention in FA Magazine’s Top RIA Firms list in 2020 and repeated inclusion in Citywire’s “50 Growers Across America” list from 2020 through 2023.