Oxford Financial Group, Ltd

Oxford Financial Group, Ltd

Share:

11711 N Meridian Street Suite 600

Carmel, IN 46032

317-843-5678

ofgltd.com

No. advisers: 145

AUM: $13,576,984,015

In the News

Top regional fee-only RIAs

December 4, 2016 - Northeastern success stories Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600 silvercrestgroup.com $31,199.2 1,068 117 2 Veritable (610) 640-9551 veritablelp.com $13,588.5 2,999 85...

The top-ranked fee-only U.S. RIAs by region

December 11, 2014 - Northeastern RIAs Firm Total Assets ($M) Total Accounts Discretionary Assets ($M) Discretionary Accounts Nondiscretionary Assets ($M) Nondiscretionary Accounts Employees Chevy Chase Trust Company $18,944.00 2,861 $18,944.00 2,861 $0.00 0 76 Silvercrest...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

For comments or suggestions about the Adviser Center, please contact us.

Featured video

Events

Pershing's Cirrotti: What's next for the fiduciary rule?

The Department of Labor's new fiduciary rule will have a lasting impact on this industry. Have we finally reached the finish line? Pershing's Rob Cirrotti explains what is to come.

Video Spotlight

Will It Last As Long As Your Clients Do?

Sponsored by Prudential

Video Spotlight

The Catalyst

Sponsored by Pershing

Latest news & opinion

Brian Block's $4 million bonus was tied to a key metric at ARCP

Prosecution rests case in fraud trial against CFO of American Realty Capital Properties.

Edward Jones is winning the Google search war

Brokerage firm's digital marketing investment helps land it at the top of local and overall search engine results, report finds.

Voya's win in 401(k) fee suit involving Financial Engines bodes well for other record keepers

Fidelity, Aon Hewitt and Xerox HR Solutions are currently defending against similar fiduciary-breach claims.

Collective investment trusts getting more attention from 401(k) advisers

The funds are catching on due largely to lower costs and more product availability, but come with some inherent drawbacks.

Vanguard rides robo-advice wave to $65B in assets

Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch.