Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Myrtle Beach, SC

Every SEC-registered financial advisor at a firm office in Myrtle Beach who lists the Certified Financial Planner designation, A to Z.

21 CFP professionals work in Myrtle Beach; the most are at Carolina Wealth Advisors (3). 13 are also registered broker representatives.

CFP advisors in Myrtle Beach, A to Z

Every advisor in Myrtle Beach →
  • Wilbur B. BrownWells Fargo Clearing Services, LLC · Certified Financial Planner
  • William T. BrownOsaic Wealth, Inc. · Certified Financial Planner
  • James S. BurchamOsaic Advisory Services, LLC · Certified Financial Planner
  • Murray CarterJanney Montgomery Scott LLC · Certified Financial Planner
  • Jared S. CrawfordRigden Capital Strategies · Certified Financial Planner
  • Brian J. CunninghamLPL Financial LLC · Certified Financial Planner
  • James T. DeversRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Michael D. FarishWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeremy M. FingerRiverbend Wealth Management, LLC · Certified Financial Planner
  • Joshua A. HemmertResettle Wealth · Certified Financial Planner
  • Christy L. HorlacherCarolina Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Daniel M. JohnsonRiverbend Wealth Management, LLC · Certified Financial Planner
  • Michal KovacWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Matthew R. LoweryThe Strategic Financial Alliance, Inc. · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
  • Wayne A. PampaloniSax Wealth Advisors, LLC · Certified Financial Planner
  • Andrew S. PincusCetera Investment Advisers LLC · Certified Financial Planner
  • Christopher D. St. JohnThe Strategic Financial Alliance, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • John M. TiddyMecklenburg Financial Group · Certified Financial Planner
  • James W. Vassas Jr.Cairn Investor Services · Certified Financial Planner
  • Audrey K. WilliamsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • David G. WursterCetera Investment Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Myrtle Beach

Carolina Wealth Advisors 3The Strategic Financial Alliance, Inc. 3Wells Fargo Clearing Services, LLC 3Cetera Investment Advisers LLC 2Osaic Wealth, Inc. 2Riverbend Wealth Management, LLC 2Cairn Investor Services 1Edward Jones 1Janney Montgomery Scott LLC 1LPL Financial LLC 1Mecklenburg Financial Group 1Osaic Advisory Services, LLC 1Raymond James Financial Services Advisors, Inc. 1Resettle Wealth 1Rigden Capital Strategies 1

CFP advisors in other South Carolina cities

All of South Carolina →

Greenville 113Columbia 78Mount Pleasant 63Charleston 56Fort Mill 38Mt. Pleasant 25Bluffton 23Summerville 18Rock Hill 17Florence 13Spartanburg 12Aiken 11Seneca 10Hilton Head Island 9Lexington 9Clover 8Daniel Island 8Johns Island 8Mt Pleasant 8Beaufort 7Greer 7Hilton Head 7Simpsonville 7Easley 6

Questions

How many CFP financial advisors are in Myrtle Beach, SC?

21 SEC-registered investment adviser representatives at firm offices in Myrtle Beach, South Carolina list the CFP designation; Carolina Wealth Advisors employs the most of them (3).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Myrtle Beach?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.