MCKINLEY CARTER WEALTH SERVICES, INC.

2100 Market Street
Wheeling, West Virginia 26003
Tel: 304-230-2400

About MCKINLEY CARTER WEALTH SERVICES, INC.

MCKINLEY CARTER WEALTH SERVICES, INC, formally registered with the SEC as MCKINLEY CARTER WEALTH SERVICES, INC. The firm was established in 08/04/2005. They have over 7 offices throughout the country.

MCKINLEY CARTER WEALTH SERVICES, INC. is a Wheeling, West Virginia based Financial Planning firm with nearly $2,260,993,682 assets under management, offering retirement planning & investment advisory services to 5211 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135184
SEC#	801-64584
Assets Managed by Firm	$2,260,993,682
No. of Clients	5211
No. of Advisors	48

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	5211	$2,260,993,682
Individuals (other than high net worth individuals)	1202	$416,272,088
High net worth individuals	527	$1,404,873,691
Pension and profit sharing plans	67	$353,904,648
Charitable organizations	35	$56,792,960
Corporations or other businesses	10	$28,985,203

More Retirement Planning firms in Wheeling, West Virginia:

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SECURITY CAPITAL MANAGEMENT 1300 Chapline Street Wheeling, WV, 26003	$1,018,623,006	2291	21
WESBANCO INVESTMENT DEPARTMENT One Bank Plaza, Fifth Floor Wheeling, WV, 26003-3565	$839,421,117	6	15
NTV ASSET MANAGEMENT, LLC 170 Summers Street, Suite 200 Charleston, WV, 25301-1800	$822,275,700	824	5
COMMONWEALTH FINANCIAL SERVICES 373 Timberline Parkway Vienna, WV, 26105	$774,786,979	4851	26
LOC INVESTMENT ADVISERS 3981 Teays Valley Rd Hurricane, WV, 25526-9080	$708,247,570	2200	12

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