To be eligible for Financial Advisor’s RIA Survey & Ranking, firms must be an independent registered investment advisor and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms complete and submit a survey, and each is represented in the final survey ranking. The annual ranking is based on the previous year’s assets for discretionary and nondiscretionary assets reported on Form ADV. Oxford did not pay a fee for inclusion in the rankings but did purchase the rights to reprint and utilize the ranking and logo.