Oxford Financial Group, Ltd. has been ranked in the InvestmentNews 2025 Top Independent High-Net Worth Advisors list, the 2025 Worth Best RIA Firms list and FA’s America’s Top RIAs 2025 list.
We believe our top rankings allow us to attract some of the best talent in the industry and to have a thorough depth of internal technical resources.
Oxford is one of the largest independent RIA firms in the country with oversight of more than $35 billion in assets under advisement* (which includes assets under management). Oxford has 25 Managing Directors in seven market offices who serve family and institutional clients across the country, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach.**
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 44 years.
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/.
Oxford was selected for the InvestmentNews 2025 Top Independent HNW Advisors awards based on data from 2024, including SEC filings, AUM, and other qualitative and/or quantitative metrics. Oxford did not provide compensation for the rankings/awards but did pay a fee to use them in advertising. 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. OFG-2507-21
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.
View Part 2 of Oxford’s current Form ADV.
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