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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-24-2005
- Office Locations
- 1
Office Locations
About OAK Advisors, LLC
Oak Advisors, LLC is a fee-only, independent fiduciary RIA providing personalized wealth management and financial planning for investors navigating accumulation, retirement, and legacy goals. The team emphasizes proactive guidance and education, building portfolios through asset allocation and vehicles such as ETFs and mutual funds (custodied at Schwab). Named a Financial Advisor Magazine Top RIA in 2025.
Reported data analysis
What the numbers show
Between September 24, 2025 and February 14, 2026, reported AUM increased 17.7%, from $241.8M to $284.7M.
Across 5 reported observations, AUM increased 37.1% between October 12, 2022 and February 14, 2026, from $207.7M to $284.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 163 clients, or 27.2 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on February 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full OAK Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN CHARLES CHIACCHIERO
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #3100917
- Ownership
- 50% but less than 75%
MICHELLE ANN MYHRE
Advisor, Managing Member
- CRD
- #3024239
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ALFRED ANTHONY CERRATI
Senior Advisor
- CRD
- #4671684
Sarah Huie
Certified Financial Planner
- CRD
- #7277792
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,739,465 | $544,435 |
| Non-Discretionary | $0 | -- |
| Total | $284,739,465 | $544,435 |
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Separately Managed Accounts
SMA allocation detail is available
OAK Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.