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.
View the disclaimers.
*Based on Financial Advisor’s ranking
**As of 12.31.2022
***As of 01.01.2024
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.
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.
Oxford is committed to respecting the individual privacy of our clients.
Oxford attracts talented and experienced professionals who are dedicated to providing excellent client service.
In our 2024 Annual Report, we highlight the core beliefs and aspirations that drive us and inspire us each and every day.