Mckinley Carter Wealth Services Revenue, Growth & Competitor Profile

DBA MCKINLEY CARTER WEALTH SERVICES, INC.

Company Profile & Annual Report for Mckinley Carter Wealth Services

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Mckinley Carter Wealth Services Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	2100 Market Street Wheeling, WV 26003

Note: Revenues for privately held companies are statistical evaluations.


Mckinley Carter Wealth Services's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Mckinley Carter Wealth Services's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Mckinley Carter Wealth Services is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Mckinley Carter Wealth Services Annual Revenue and Growth Rate

Mckinley Carter Wealth Services	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Mckinley Carter Wealth Services's revenues are gauged from an analysis of company filings.

Mckinley Carter Wealth Services's Income Statement (based on Industry Averages)

Mckinley Carter Wealth Services P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
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Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
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Trademark Applications

Trademark applications show the products and services that Mckinley Carter Wealth Services is developing and marketing. Mckinley Carter Wealth Services doesn't have any recent trademark applications, indicating Mckinley Carter Wealth Services is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
INVESTING IN A GOOD LIFE Financial services, namely, wealth management services and consulting relating thereto; investment advisory services; consulting services in the field of financial planning for retirement; consulting services in the field of financial planning for non-profit entities; financial consultation	01/18/2017

See all trademarks and details in the Full Report.

Market Share of Mckinley Carter Wealth Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Mckinley Carter Wealth Services, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

These companies are similar in business line and location to Mckinley Carter Wealth Services. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
HAZLETT BURT & WATSON	Wheeling, WV	100
MCKINLEY CARTER WEALTH SERVICES	Wheeling, WV	99
COMMONWEALTH FINANCIAL SERVICES	Wheeling, WV	26
DEFRANCO FINANCIAL	Wheeling, WV	13
ZAGULA MANAGEMENT	Weirton, WV	10
RIVERBRIDGE WEALTH	Wheeling, WV	5
FORT HENRY CAPITAL	Wheeling, WV	5

Other Companies at 2100 Market Street, Wheeling WV

Company	Headquarters	Revenue ($ MM)
DR. DON CHAPMAN DDS PLLC	Wheeling, WV	100
OMNI STRATEGIC TECHNOLOGIES	Wheeling, WV	77

Future Competition: Mckinley Carter Wealth Services's Fastest Growing Competitors

These companies are in the same general field as Mckinley Carter Wealth Services and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)