YOUR VOICE MATTERS MATTERS HERE

Think about every time you’ve heard no in our career – from your wirehouse, broker-dealer or enterprise firm – and ask yourself: What if the answer was yes?

Invested in Your Growth and Experience

Championing the Spirit
of Independence

Large broker-dealers and wirehouses don’t have the adaptability to embrace independence. But we see your individuality as a competitive advantage, not a drawback. We believe you are the best possible guiding hand for today’s investor, and we want to empower you to do exactly what you think is best for your individual clients.

Built By Financial Professionals, for Financial Professionals

While the industry chases mergers and acquisitions, our focus remains on you. We believe acquisitions stifle independence, forcing financial professionals into work environments they didn’t sign up for. So we built a firm grounded in the people-first ideals of the past, with an eye always trained on the future to empower you with the resources you need to grow your business.

A Tech Stack that Empowers
Your Best Work

We focus on vetting, implementing and maintaining a best-in-class tech stack so you can focus on what matters: Your clients. AdvisorHub, our proprietary technology platform, brings together in a seamless, hyperconnected way the most powerful financial tech tools available to create a seamless experience for you and for your clients.

Why Choose Silver Oak?

20% More
Profitability

Personalized
Service

Equity
Ownership

Community of Like-Minded Professionals

What Others Are Saying About SilverOak

Transitioning your clients to a new platform is never easy, but Billy and his team made the process smooth and painless. They’re a tech savvy and forward thinking firm that’s willing to think outside the box. Their regulatory support is second to none, which gives us peace of mind. We have been working with Silver Oak for two years and are happy we joined the team.

Silver Oak is a breath of fresh air for the seasoned high-integrity financial professional. They have not only been very responsive to our regulatory needs, but have looked to find ways to say ‘yes’ rather than looking for ways to say ‘no’ to our marketing needs. They’re always willing to think outside the box and provide us with all the tools we need to be successful.

Connecting with Silver Oak Securities has been one of the best decisions I’ve made in my two decades of being in this industry. The team is experienced enough to provide counsel and nimble enough to adapt so that we can stay on top of client service, technology, marketing, and compliance related matters as our firm continues to grow and evolve.