Oxford Financial Group, Ltd. has been nationally ranked #1 in Financial Planning magazine’s list of Top RIA Firms for five consecutive years. Our top ranking allows us to attract the best talent in the industry, have a thorough depth of technical resources internally and access Aspirational Investment Solutions on behalf of our clients.
The Financial Planning magazine list of Top 150 RIA Firms is based on assets under management as reported in the Form ADV. The list contains 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 list does 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 ranking, but may purchase reprints.