FUELED BY THE SPIRIT OF THE INDEPENDENT FINANCIAL PROFESSIONAL
FUELED BY THE SPIRIT OF THE INDEPENDENT FINANCIAL PROFESSIONAL
At Silver Oak, we believe your individuality is a competitive advantage, not a drawback. We’re a home for the visionaries and disruptors excited about shaping the future of financial services.
At Silver Oak, we believe your individuality is a competitive advantage, not a drawback. We’re a home for the visionaries and disruptors excited about shaping the future of financial services.
Get To Know Silver Oak
Built by financial professionals for financial professionals, Silver Oak is driven by a support team passionate about helping you rediscover your purpose, create meaningful relationships, and enjoy work again.
While the industry chases mergers and acquisitions, Silver Oak’s focus is on you. Our growth comes from building a firm grounded in the people-first ideals of the past, while remaining future-focused and innovation-oriented to empower you with the resources you need to grow your business.
BY THE NUMBERS
162
REGSITERED REPS
102
REGISTERED INVESTMENT ADVISOR REPS
102
BRANCH LOCATIONS
33%
GROWTH IN AUM SINCE 2022
Our Mission and Core Values
At Silver Oak, we strive to create a culture that combines the best of the RIA world – flexibility, innovation and independence – with the full backing of the resources and support you’d expect from a larger broker dealer.
SUPPORT
ENTHUSIASM
COMMITMENT TO THE
FINANCIAL INDUSTRY
Silver Oak Securities, Inc. is an independent, full-service Broker Dealer and SEC Registered Investment Advisor championing the spirit of independent financial professionals by empowering them to foster meaningful, long-lasting relationships with their clients.
Founded in 1999 by Principles with over 40 years of deep investment management and compliance experience, Silver Oak marries RIA flexibility and innovation with the full suite of marketing, compliance and technology support characterized by large broker-dealers.
Billy Hopkins
A native of Tennessee, Billy Hopkins graduated with a Business Degree from Lambuth University and holds series 7, 24, 4, 66 & 53 and 66 professional licenses. Billy started Silver Oak Securities, Inc. in 1999, and has served as its President and CEO since inception. He’s passionate about the financial services industry and about the power of independent professionals to truly change their clients’ lives.
News and Insights
When Pathway Financial Design joined Silver Oak's team, mutliple acquisitions and the ensuing headaches led them to make a change.
$154M AUM Wilmette-Based Firm Strengthens Silver Oak's Midwest Footprint Jackson, TN – December 18, 2024 - Silver Oak Securities, a leading Hybrid RIA championing the spirit of the independent advisor by marrying the autonomy and individuality of smaller firms announced today…
When Pathway Financial Design joined Silver Oak's team, mutliple acquisitions and the ensuing headaches led them to make a change.
The $155 million Michigan-based financial planning firm brings multi-generational financial planning experience Jackson, TN – December 4 , 2024 - Silver Oak Securities, Inc., a leading Hybrid RIA championing the spirit of the independent advisor by marrying the autonomy and…
In an industry where organic growth has rapidly declined to just 4% annually, many financial advisors find themselves trapped in a cycle of operational tasks rather than focusing on what they do best: being visionary leaders for their firms. Recently, Silver…
Helping financial advisors transition smoothly and fearlessly has been part of Silver Oak’s DNA for years. But as the landscape evolves—thanks to new tech, regulations, and even a global pandemic—the process of switching firms remains complex, but less so, and…
Billy Hopkins has always defied expectations.What he’s learned through 25 years running a B-D is the importance of a great team. Same with basketball. You need a few breaks along the way to be successful, but success in financial service…
Hear from our financial professionals about what makes Silver Oak special. Learn why our commitment to partnership and innovation sets us apart.
Learn about how we create value for clients, financial professionals, and the company. Discover how your career can thrive within our supportive environment.
Experience the freedom to build your practice your way. Hear how our focus on service, technology, and a shared mission sets us apart.
Ready to Claim Your Independence?
Let’s talk about what joining Silver Oak could mean for you.
