Awards & Recognition

Financial Times Top 300 Registered Investment Advisors

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For the fourth consecutive year, SilverOak was named a Financial Times Top 300 Registered Investment Advisor in 2018. 

For selection criteria and the complete listing, please click here.

CNBC Top 100 Fee-Only Wealth Management Firm

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SilverOak was ranked #8 on CNBC's 2014 national list of the Top 100 Fee-Only Wealth Management Firms.

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For selection criteria and the complete listing, please click here.

Advisory HQ Top Financial Advisors in the Twin Cities

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SilverOak was listed in Advisory HQ's Top 12 Best Financial Advisors in Minneapolis, St. Paul, and Edina in 2020.

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For selection criteria and the complete listing, please click here.

Five Star Wealth Manager Awards

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Five Star Wealth Managers are named each year using an in-depth research methodology that includes ten objective criteria, including education and professional designations, experience, client retention ratios and assets under management.

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For more information, please visit fivestarprofessional.com.