Oxford Financial Group, Ltd.™ is one of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement (which includes assets under management)*, Oxford has 18 Managing Directors who serve over 700 significant families and prodigious institutional clients in 35 states.** Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 42 years. *As of 12.31.2021 **As of 8.1.2022 View the disclaimers at www.ofgltd.com/disclaimer
View Top Employees from Oxford Financial Group, Ltd.Website | http://www.ofgltd.com/ |
Revenue | $38 million |
Employees | 223 (223 on RocketReach) |
Founded | 1981 |
Address | 11711 N Meridian St, Carmel, Indiana 46032, US |
Phone | (317) 843-5678 |
Fax | (317) 843-5679 |
Technologies |
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Industry | Financial Services, Finance General, Consulting, Finance |
Web Rank | 6 Million |
Keywords | Estate Planning, Investment Management Services, Wealth Advisors, Institution |
Competitors | Artifex Financial Group, BAM Advisor Services, Moneta Group, Ritter Daniher Financial Advisory LLC, Truepoint Wealth Counsel |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Oxford Financial Group, Ltd. employee's phone or email?
The Oxford Financial Group, Ltd. annual revenue was $38 million in 2024.
223 people are employed at Oxford Financial Group, Ltd..
Oxford Financial Group, Ltd. is based in Carmel, Indiana.
The NAICS codes for Oxford Financial Group, Ltd. are [5239, 523, 52393, 52].
The SIC codes for Oxford Financial Group, Ltd. are [62, 628].