Top financial advisors in Myrtle Beach, SC
We've curated a list of the best financial advisors in Myrtle Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $233,411,040 Number of advisors 6 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Myrtle Beach, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Carolina Wealth Advisors
Carolina Wealth Advisors, LLC, operating as Carolina Wealth Advisors, is an SEC-registered investment adviser based in Myrtle Beach, South Carolina, established in 2017. The firm offers financial planning, portfolio management, and pension consulting services personalized to individual clients. They do not sponsor or manage wrap fee programs and have $293,814,117 in discretionary assets under management. Clients are not required to have a minimum account size. The firm charges hourly fees of $500-$1,000 for financial planning and an annual fee not exceeding 2.0% of assets under management for portfolio management. CWA receives benefits from Schwab in the form of support services, research, and technology. They do not participate in proxy voting and do not disclose any disciplinary events. The firm exercises limited custody over client funds and does not participate in class action lawsuits or trade error correction procedures. Client confidentiality is a top priority, and CWA has policies in place to protect customer information in compliance with the Gramm-Leach-Bliley Act. Clients receive an annual privacy policy notice. For more information, clients can contact Christy L. Horlacher, Chief Compliance Officer, at (843) 448-4425.
$233,411,040 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Myrtle Beach, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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