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
167
REGISTERED REPS
102
REGISTERED INVESTMENT ADVISOR REPS
110
BRANCH LOCATIONS
31%
GROWTH IN AUM SINCE 2022
Our Mission and Core Values
At Silver Oak, we exist to help financial entrepreneurs build enduring practices. We are dedicated to providing the resources, guidance, and support that independent financial professionals need to thrive in an evolving industry. Our focus is on empowering advisors with the tools, technology, and expertise required to create long-term success for themselves and their clients.
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
Learn the difference between true advisor independence and the independence large firms claim to offer. Explore how supported independence empowers advisors to grow faster, stay compliant, and build the practice they truly want in 2026.
Silver Oak Securities CEO Billy Hopkins Named CEO of the Year at ThinkAdvisor 2025 Luminaries Awards
Silver Oak Securities CEO Billy Hopkins Named CEO of the Year at ThinkAdvisor 2025 Luminaries Awards
EBOOK 5 Tips to Market Your Brand – No Matter Where You’re Starting Out In this free guide, we break down marketing basics you need to know to: • Define your unique value • Build your online presence, and •…
Silver Oak Securities, Inc., a leading independent broker-dealer and SEC Registered Investment Advisor, today announced the launch of AFX Custom Models, a curated series of multi-manager model portfolios available exclusively through its AdvisorFX platform.
Meet Luna: Luna brings over 77 years of experience (in dog years) to her role as Chief Happiness Officer, where she oversees all morale initiatives, wellness programming, and spontaneous celebrations.
Learn the five foundational decisions that transform a successful advisory practice into an enduring enterprise built to last generations.
Discover how a day at the racetrack inspired insights on advisor independence, supported infrastructure, and building a high-performing advisory practice.
Stop treating succession solely as an exit plan. Learn how forward-thinking advisors use legacy planning as a growth strategy to build transferable value.
Discover how supported independence helps advisors break through growth ceilings and build sustainable, scalable practices with Silver Oak Securities
Silver Oak Securities Partners with TaxStatus to Deliver IRS-Verified Financial Data to Independent Advisors
Ready to Claim Your Independence?
Let’s talk about what joining Silver Oak could mean for you.