Awards & Recognition

Financial Times Top 300 Registered Investment Advisors

​

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

​

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

​

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

Advisory HQ Top Financial Advisors in the Twin Cities

​

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

​

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

Five Star Wealth Manager Awards

​

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.

​

For more information, please visit fivestarprofessional.com.

Shannon, Kathy, Jonathan & Nick were recognized as 2020 Five Star Wealth Managers!