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Financial Planners in Myrtle Beach, SC: 2026 rankings

27 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Myrtle Beach: Riverbend Wealth Management, RFA Score 75/100; 5.0★ from 39 Google reviews.

  2. 24

    Most-reviewed: Anderson Brothers Bank, 154 Google reviews at 4.8★, the most of 27 ranked; ranked #24.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

27 Myrtle Beach financial planners are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 4.9★ across 27 rated firms.

Top 10 financial planners in Myrtle Beach at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Myrtle Beach at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Riverbend Wealth Management755.0★ (39)Myrtle BeachTop score
2United Bank734.7★ (36)Myrtle Beach—
3Sovereign Private Wealth725.0★ (18)Myrtle Beach—
4Berry Financial Group714.6★ (16)Myrtle Beach—
5Myrtle Beach CPA's - Parker . Hunter . Skipper704.5★ (15)Myrtle Beach—
6Diez & Associates, LLC704.7★ (13)Myrtle Beach—
7Pyle Financial Services705.0★ (10)Myrtle Beach—
8United Bank704.9★ (35)Conway, 14 mi away—
9Duprez Financial695.0★ (7)Myrtle Beach—
10United Community694.9★ (28)Conway, 15 mi away—

All 27 financial planners in Myrtle Beach, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 United Bank

    Based in Myrtle Beach

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.7★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 36 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    4506 Socastee Blvd, Myrtle Beach, SC 29588
    View profile for United Bank(843) 429-2503

  3. #3 Sovereign Private Wealth

    Based in Myrtle Beach

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1113 48th Ave N #119, Myrtle Beach, SC 29577
    View profile for Sovereign Private Wealth(843) 655-8278

  4. #4 Berry Financial Group

    Based in Myrtle Beach

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.6★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 16 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    4226 Mayfair St, Myrtle Beach, SC 29577
    View profile for Berry Financial Group(888) 774-6181

  6. #6 Diez & Associates, LLC

    Based in Myrtle Beach

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.7★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 13 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    1601 N Oak St #103, Myrtle Beach, SC 29577
    View profile for Diez & Associates, LLC(843) 712-2719

  8. #8 United Bank

    Based in Conway, 14 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    310 Wright Blvd, Conway, SC 29526
    View profile for United Bank(843) 429-2513

  9. #9 Duprez Financial

    Based in Myrtle Beach

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2411 N Oak St suite 305 s, Myrtle Beach, SC 29577
    View profile for Duprez Financial(843) 445-6124

  10. #10 United Community

    Based in Conway, 15 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1505 Church St, Conway, SC 29526
    View profile for United Community(843) 248-8250

  11. #11 Carolina Wealth Advisors

    Based in Myrtle Beach

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1110 London St #204, Myrtle Beach, SC 29577
    View profile for Carolina Wealth Advisors(843) 448-4425

  12. #12 United Bank

    Based in Conway, 10 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 20 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    2069 US-501, Conway, SC 29526
    View profile for United Bank(843) 429-2474

  13. #13 Paradise Financial Strategies

    Based in Myrtle Beach

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    3723 Forestbrook Rd, Myrtle Beach, SC 29588
    View profile for Paradise Financial Strategies

  14. #14 Anderson Brothers Bank

    Based in Conway, 14 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.4★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 36 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    500 N Main St, Conway, SC 29526
    View profile for Anderson Brothers Bank(843) 488-2486

  19. #19 WebsterRogers LLP

    Based in Myrtle Beach

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    950 48th Ave N STE 201, Myrtle Beach, SC 29577
    View profile for WebsterRogers LLP(843) 448-1500

  24. #24 Anderson Brothers Bank

    Based in North Myrtle Beach, 17 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and review volume: 4.8★ from 154 Google reviews, the most in Myrtle Beach.

    • 4.8★ from 154 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    1799 Hwy 17 N, North Myrtle Beach, SC 29582
    View profile for Anderson Brothers Bank(843) 249-6041

All 27 financial planners

#1 to #25 are shown in full above. Here are #26 to #27, in RFA Score order; each links to its profile.

financial planners in Myrtle Beach, ranks 26 to 27
RankBusinessRFA ScoreGoogle ratingDistance
26Oak Street Advisors605.0★ (8)In Myrtle Beach
27Bank of America (with Drive-thru ATM)553.4★ (56)14 mi

Also serving Myrtle Beach

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Myrtle Beach
BusinessGoogle ratingDistance
Carolinas Wealth Management5.0★ (2)In Myrtle Beach
Cary Rowell, Financial Advisor with Eagle Strategies LLC5.0★ (2)In Myrtle Beach
Clean House Financial5.0★ (9)In Myrtle Beach
Coast Wealth Management Group5.0★ (29)In Myrtle Beach
Coastal Financial Operations5.0★ (2)In Myrtle Beach
Edward Jones - Financial Advisor: Florence W Shelley, AAMS®5.0★ (2)In Myrtle Beach
Edward Jones - Financial Advisor: Jamie Croland, CFP®|ChFC®|CPWA®|CEPA®|CLU®5.0★ (2)In Myrtle Beach
Edward Jones - Financial Advisor: Jason R Toy5.0★ (6)In Myrtle Beach
Edward Jones - Financial Advisor: Scott L Dietrich, AAMS®5.0★ (2)In Myrtle Beach
Edward Jones - Financial Advisor: Shawn M Sines, CEPA®|CRPC™5.0★ (3)In Myrtle Beach
Edward Jones - Financial Advisor: Will Wheat3.0★ (2)In Myrtle Beach
Envest Advisors, LLC5.0★ (4)In Myrtle Beach
Gold Shield Wealth5.0★ (10)In Myrtle Beach
Lock and Gain Retirement Solutions4.8★ (25)In Myrtle Beach
Marshall Financial5.0★ (5)In Myrtle Beach
Northstar Financial Retirement Specialists5.0★ (2)In Myrtle Beach
Palmetto Coast Capital LLC5.0★ (5)In Myrtle Beach
Semper Fortis Financial, LLC5.0★ (22)In Myrtle Beach
Veritas Financial Management5.0★ (2)In Myrtle Beach
Wells Fargo Advisors3.6★ (7)In Myrtle Beach

How we ranked Myrtle Beach financial planners

We scored 27 Myrtle Beach financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Myrtle Beach data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Myrtle Beach: frequently asked questions

Which financial planner has the highest RFA Score in Myrtle Beach?

By RFA Score, the highest-ranked financial planner in Myrtle Beach, SC is Riverbend Wealth Management with an RFA Score of 75/100. It has 5.0★ from 39 Google reviews. United Bank (#2) and Sovereign Private Wealth (#3) follow. We ranked 27 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Myrtle Beach?

RankedFinancialAdvisors ranks 27 financial planners serving Myrtle Beach, SC. 16 of them are based in Myrtle Beach; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Myrtle Beach work on weekends?

2 of 27 ranked financial planners post Saturday hours. The highest-ranked open Saturdays is LNC Consultants & Bookkeeping, LLC (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Myrtle Beach financial planners have?

The median Google rating among 27 rated financial planners in Myrtle Beach is 4.9★, with a median of 13 reviews. Anderson Brothers Bank has the most, 154 reviews, and ranks #24. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Myrtle Beach count in this ranking?

Yes, if they are within 25 mi of the Myrtle Beach city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Myrtle Beach ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Myrtle Beach a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Myrtle Beach

  1. November 2026: RFA Scores recalculated for 27 financial planners serving Myrtle Beach.

More financial planners and Myrtle Beach pages