OXFORD FINANCIAL GROUP, LTD
SEC RegisteredThoughtful. Insightful. Committed.®
About the firm
Oxford is one of the largest independent RIA firms in the country, providing multigenerational estate planning advice and forward-thinking investment solutions to families and institutions for more than 45 years. The firm operates as a privately held, fee-only firm with seven offices across the country, serving clients in 36 states.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Advisory Services, Family Office Services, Private Family Services of Oxford®, The Trust Company of Oxford®, Institutional Investment Services, and Elite Wealth Enhancement Services, with special expertise in Bespoke Generational Solutions®, Aspirational Solutions, and Diversifier Strategies.
Who they serve
Individuals and families, business owners, institutions, foundations, and endowments, including high-net-worth clients and discerning institutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 38 | $19M |
| High Net Worth Individuals | 551 | $13.9B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 48 | $4.5B |
| Charitable Organizations | 29 | $3.3B |
| State/Municipal Entities | 18 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 2 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
50 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OXFORD FINANCIAL GROUP, LTD has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.