Silver Oak Wealth Advisors

San Francisco, CA

Est. 2005

50+ employees

59 TrustRank™

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4.8/5

Review Score

125 reviews

46%

AI Visibility

TrustRank™ score

—

Industry Rank

Wealth Managers

DA / DR

Domain authority

50+

Team Size

Employees

21 yrs

Experience

Founded 2005

About Silver Oak Wealth Advisors

Independent boutique wealth manager serving Silicon Valley executives and entrepreneurs with sophisticated planning strategies.

Services Offered

Tech Executive PlanningEquity CompensationTax PlanningInvestment ManagementEstate Planning

Minimum engagement: $2M AUM

AI Platform Visibility

ChatGPT51%

Perplexity43%

Google AI Overviews47%

Claude38%

Scores reflect how frequently Silver Oak Wealth Advisors appears in AI-generated responses across tracked wealth management and family office services queries. Measured monthly via ProCloser.ai's LLM Pipeline across 500+ prompts per platform.

TrustRank™ 59/100 — How It's Calculated

25%

Client Reviews

25%

AI Visibility

25%

Market Share

25%

Brand Reputation

TrustRank™ is ProCloser.ai's composite scoring system. It combines verified review data from Google and Clutch, AI search mention frequency across ChatGPT, Perplexity, Google AI Overviews, and Claude, market share and deal volume metrics, and domain authority signals. Updated monthly.

Client Reviews

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