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.