Top Ranked RIA

Oxford Financial Group, Ltd. has been ranked in several national publications.

Oxford Financial Group, Ltd. has been ranked in the Financial Advisor 2023 Top RIA List, the InvestmentNews 2022 List of Top Fee-Only RIAs and the 2020 Financial Planning List of the Top 15 RIA Firms.

We believe our top rankings allow us to attract the best talent in the industry, have a thorough depth of internal technical resources and access Aspirational Investment Solutions on behalf of our clients.

One of the largest independent RIA firms in the country with oversight of more than $30 billion in assets under advisement* (which includes assets under management). Oxford has 22 Managing Directors in seven market offices who serve over 700 family and institutional clients in 36 states.** Oxford is an independent, fee-only firm that is privately held by its partners and has provided multigenerational estate planning advice and forward-thinking investment solutions to families and institutions for more than 43 years.

To be eligible for Financial Advisor’s RIA Survey & Ranking, firms must be an independent registered investment advisor and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms complete and submit a survey, and each is represented in the final survey ranking. The annual ranking is based on the previous year’s assets for discretionary and nondiscretionary assets reported on Form ADV. Oxford did not pay a fee for inclusion in the rankings but did purchase the rights to reprint and utilize the ranking and logo. The Investment News ranking is based on firms headquartered in the United States using data reported on the Form ADV to the SEC. In order to qualify, firms must have met the following criteria: (1) latest ADV filing date is within the past 12 months, (2) total AUM is at least $100 million, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during the most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer(registered or unregistered) nor one who is an insurance company or agency. Oxford Financial Group, Ltd. did not pay to participate in this ranking. The rating may not be representative of a client’s experience and is not indicative of future performance. Oxford did not pay a fee for inclusion in the rankings but did purchase the rights to reprint and utilize the ranking and logo. The Financial Planning magazine lists of the 2020 Top 15 RIA Firms and the 2013-2017 Top 150 RIA Firms are based on assets under management as reported in the Form ADV. The lists contain independent fee-only planning firms. Broker-dealers, insurance company affiliations and firms with substantial outside ownership stakes held by private equity firms and some outside investors are excluded. The lists do not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true, holistic financial advice to individuals, only firms with more than 50% individual clients, as can be determined through Form ADVs, are included. The rating may not be representative of a client’s experience and is not indicative of future performance. Oxford did not pay a fee for inclusion in the rankings but did purchase the rights to reprint and utilize the ranking and logo. *As of 12.31.2022 **As of 1.1.2024

The Oxford Advantage

At Oxford, we believe our independence and private ownership enhance our ability to provide you with unbiased and objective advice—putting you, our clients, at the heart of our business.

Mission Statement

For over 43 years, Oxford has provided independent financial and wealth management advice through personalized service and expert financial counseling to high-net-worth families and select institutions.

Top Ranked RIA

Oxford Financial Group, Ltd.TM has been ranked in several national publications.

Privacy and Security

Oxford is committed to respecting the individual privacy of our clients. 

Career Opportunities

Oxford attracts talented and experienced professionals who are dedicated to providing excellent client service. 

Annual Report

In our 2024 Annual Report, we highlight the core beliefs and aspirations that drive us and inspire us each and every day.