No. 1 RIA
Oxford Financial Group, Ltd. has been nationally ranked as one of the top five Registered Investment Advisors on Financial Planning magazine’s list of top RIA firms in 2013, 2014, 2015, 2016, 2017 and 2020.
Oxford Financial Group, Ltd. has been nationally ranked #1 in Financial Planning magazine’s list of Top RIA Firms in 2013, 2014, 2015, 2016 and 2017 and #5 in 2020. We believe 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 lists of the 2020 Top 15 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 may purchase reprints.