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Top 3 financial advisor firms in Myrtle Beach

3 SEC-registered financial advisor firms are headquartered in Myrtle Beach, SC, with $721M in combined regulatory assets under management. The largest by assets are Carolina Wealth Advisors ($313M), Riverbend Wealth Management ($281M) and Oak Street Advisors ($126M).

3
Financial advisor firms
$721M
Their combined AUM
$281M
Median firm AUM
942
Clients of the top 3

The 3 largest by assets

  1. 1
    Carolina Wealth Advisors

    RIA

    $313M

  2. 2
    Riverbend Wealth Management

    RIA

    $281M

  3. 3
    Oak Street Advisors

    RIA

    $126M

Profiles of the top 3

No. 1 · RIA

Carolina Wealth Advisors

Carolina Wealth Advisors is an investment adviser based in Myrtle Beach, SC, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $313 million, as filed on 25 March 2026.

Carolina Wealth Advisors charges up to 2.00% a year for its Portfolio Management.

Regulatory AUM
$313M
Clients
596
Advisory staff
4
Fee schedule
Up to 2.00% a year
Custodians
Charles Schwab
Headquarters
1110 London Street, Suite 204, Myrtle Beach, SC 29577
Phone
843-448-4425
Website
carolinawa.com

No. 2 · RIA

Riverbend Wealth Management

Riverbend Wealth Management is an investment adviser based in Myrtle Beach, SC, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $281 million, as filed on 11 March 2026.

Riverbend Wealth Management charges 0.80%–1.50% a year for its Riverbend Wrap Fee Program.

Regulatory AUM
$281M
Clients
187
Advisory staff
3
Founded
2024
Fee schedule
0.80% to 1.50% a year
Minimum account
$500,000
Custodians
Fidelity
Headquarters
1341 44th Avenue North, Suite 102, Myrtle Beach, SC 29577
Phone
843-970-1049
Website
riverbendwealthmanagement.com

No. 3 · RIA

Oak Street Advisors

Oak Street Advisors is an investment adviser based in Myrtle Beach, SC, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $126 million, as filed on 14 May 2026.

Oak Street Advisors charges 0.25%–1.50% a year for its Ongoing asset management.

Regulatory AUM
$126M
Clients
159
Advisory staff
2
Fee schedule
0.25% to 1.50% a year
Custodians
Charles Schwab
Headquarters
4420 Oleander Drive, Suite 202, Myrtle Beach, SC 29577
Phone
843-946-9868
Website
oakadvisors.com

Questions about financial advisors in Myrtle Beach

How many financial advisor firms are headquartered in Myrtle Beach?

3 SEC-registered financial advisor firms report their principal office in Myrtle Beach, SC, managing $721M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Myrtle Beach?

Carolina Wealth Advisors, with $313M in regulatory assets under management on its latest Form ADV. The next largest are Riverbend Wealth Management ($281M) and Oak Street Advisors ($126M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Myrtle Beach?

The median firm manages $281M in regulatory assets. That is the midpoint of the 3 firms headquartered in Myrtle Beach.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Myrtle Beach charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Myrtle Beach?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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