City
Wealth management firms in Myrtle Beach, South Carolina
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Myrtle Beach, South Carolina reported $764.3 million in regulatory assets under management; the largest by assets was Carolina Wealth Advisors, with $313.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $764.3 million
- Average per firm
- $76.4 million
- SEC-registered, of those listed
- 3 of 10 (30.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Carolina Wealth Advisors | SEC | $313.4 million | 1,591 |
| 2 | Riverbend Wealth Management, LLC | SEC | $281.0 million | 568 |
| 3 | Oak Street Advisors | SEC | $126.2 million | 547 |
| 4 | Coast Wealth Management Group, LLC | State | $19.7 million | 88 |
| 5 | Premier Financial Solutions, LLC | State | $9.9 million | 64 |
| 6 | Envest Advisors, LLC | State | $8.1 million | 84 |
| 7 | Mecklenburg Financial Group | State | $3.3 million | 47 |
| 8 | Cairn Investor Services | State | $2.5 million | 55 |
| 9 | Marshall Financial | State | $295,316 | 20 |
| 10 | Resettle Wealth | State | $0 | 0 |
Wealth management firms in South Carolina, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.