About Oxford Financial Advisors
Thoughtful, Insightful, Committed.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Carmel, IN
- Founded
- 1981
- Company type
- Privately Held
- Company profile name
- Oxford Financial Group, Ltd.
Oxford is one of the largest independent RIA firms in the country with oversight of more than $38 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.**
*As of 12.31.2023 **As of 12.31.2024
Specialties
- Wealth Management
- Family Office
- and Instituitonal Investment
Company locations
11711 N Meridian St, Carmel, IN 46032, US
980 N Michigan Ave, Suite 1500, Chicago, Illinois 60611, US
221 East Fourth Street, Suite 2305, Cincinnati, Ohio 45202, US
85 Campau Ave NW, Suite 200, Grand Rapids, Michigan 49503, US
225 S 6th St, Suite 2600, Minneapolis, Minnesota 55402, US
One Buckhead Plaza, 3060 Peachtree Road NW, Suite 470, Atlanta, GA 30305, US
231 Royal Palm Way, Suite 301, Palm Beach, Florida 33480, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
Business areas
- Wealth Management
- Consulting
- Financial Services
On LinkedIn
- Followers
- 3,560
- People linked to this company
- 223
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.