Punching above our weight class, and winning!

Silver Oak Recognized as the Sixth Fastest-Growing IBD in America by InvestmentNews

We didn’t start Silver Oak with the goal of winning awards or earning accolades. 

Our CEO, Billy Hopkins, founded the firm with a simple but unique vision – to do the right thing for independent financial professionals.

You don’t always get rewarded for doing the right thing – that’s not the point, after all – but we’re ecstatic to have been recognized as the sixth fastest-growing independent broker-dealer by InvestmentNews.

This honor isn’t just about growth, even though that’s the criteria for putting the list together. When you look at the firms making up the majority of the list, the names probably won’t surprise you. To be in their company in spite of building Silver Oak in a radically different way is a compelling testament to what today’s independent financial professionals really want: independence without compromise.

And that’s the foundation of the Silver Oak difference. We set out to marry institutional-grade resources with the flexibility, autonomy, and support you’d expect from a much smaller shop. What does that look like?

  • Looking for ways to say ‘yes’ instead of ‘no.’ Behemoth broker-dealers aren’t in the business of trying to make things work differently, or even better, for their reps. But we believe in acting as consultants, problem-solvers, and even cheerleaders for our financial professionals. 
  • Technology and resources that put financial professionals in the best position to succeed by enabling them to personalize the tools they use to the strengths and goals of their own practices. It’s about more than tech: it’s about freedom and trusting the financial professional to make the best possible decisions for his or her clients.
  • Growing intentionally by being purposeful about the reps we bring on. Growth for growth’s sake is never the goal; we’re here to create a firm culture built around authenticity, future-forward thinking and a laser focus on client service.   


We’ve never wavered from exactly who we are; being named to InvestmentNews’ list of the fastest-growing independent broker-dealers in America proves we shouldn’t.

Read the full article here.