This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-05-2004
- Office Locations
- 1
Office Locations
About Great OAK Wealth Management, INC
Great Oak Wealth Management is an independent, fee-only fiduciary planning and wealth management firm in northern Chester County, PA. The team delivers comprehensive planning and ongoing investment management, coordinating tax strategy, retirement, education, estate, and risk planning for professionals and high-income households (including executives and business owners with equity compensation). Portfolios are primarily implemented with ETFs and custodied at Schwab. The firm’s CFP professional is frequently quoted in outlets such as MarketWatch and CBS News.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 140 clients, or 70 clients per representative. That equates to $709.3K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on February 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Great OAK Wealth Management, INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Great OAK Wealth Management, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES WHITE
Chief Executive Officer, President
- CRD
- #4746803
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Shayn Horrocks
Financial Advisor
- CRD
- #7497165
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,300,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Great OAK Wealth Management, INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.