Providing multigenerational estate planning advice and forward-thinking investment solutions
to families and institutions for more than 43 years.
In our 2025 Annual Report, we highlight our core values: our commitment to clients, our dedication to independence and our focus on innovation.
Serving families and institutions in 36 states,
with seven offices across the country:
Often, closely held businesses are the cornerstone of wealth creation for ultra-high-net-worth families.
The hallmarks once reserved for emerging markets—currency volatility, financial repression, unsustainable debt loads— are becoming unmistakable features of developed economies.
To be eligible for Financial Advisor’s RIA Survey Ranking, firms must be independent registered investment advisors that file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Some items on the questionnaire require data directly from the firm’s Form ADV. The survey evaluates total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics. Firms are ranked from largest to smallest based on assets under management at year end. Oxford did not pay a fee for inclusion in the rankings but did purchase rights to reprint and utilize the ranking and logo.
To be eligible for Worth’s Top RIA Firms 2025 list, firms selected met the following criteria: AUM of over $500 million; predominantly high-net-worth clients; substantial planning clientele; and independence from broker-dealers. Assessments were based on the data that firms submit to the SEC. The rankings were developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm. Oxford did not provide compensation to Worth or ISS for inclusion in the rankings but did purchase the rights to reprint and utilize the ranking and logo. https://worth.com/leading-advisors/methodology/. OFG-2507-21
View Part 2 of Oxford’s current Form ADV.
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