OAK ADVISORS, LLC
SEC RegisteredROOTED IN TRUST, WEALTH MANAGEMENT YOU CAN GROW WITH.
About the firm
Oak Advisors is a fee-only, independent, fiduciary wealth management firm. The firm takes pride in building lasting relationships, offering not just advice but true partnership, and is committed to personalized strategies and transparent communication. Oak Advisors was named a Top RIA by Financial Advisor Magazine in 2025.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Retirement Planning, Tax Planning, Life & Legacy Planning, Cash Flow Management, and Asset Protection.
Who they serve
Individuals and families at every milestone, including those growing their wealth, preparing for retirement, or planning a legacy, as well as their heirs across multiple generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 94 | $37M |
| High Net Worth Individuals | 69 | $247M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of February 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OAK ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched