Excellence here at Oxford Financial Group, Ltd. is typically measured differently than with other major investment firms. As a group of individuals completely focused on our relationships with the families and institutions who rely on us as their fiduciary, we measure outcomes such as client satisfaction, the ability to achieve their present-day financial goals, setting forth plans for generational wealth management and so forth.
Through these familial bonds, we have grown from a small office of dedicated individuals to one of the largest such firms across the globe. Recognition that Oxford has earned on behalf of its clients and partners includes:
I. Oxford was ranked the world’s fifth largest multi-family office in 2020, according to Caproasia, a leading global financial media firm.
II. With $13.10 billion in assets under management (AUM)*, Oxford earned a spot as one of the top five RIAs in 2020 as measured by Financial Planning magazine. Oxford previously ranked No. 1 for five years in a row, from 2013 to 2017, and is pleased to reappear on the list at a time when the number of RIAs has exploded.
In both instances, the publications evaluated fee-only planning firms. Specifically, they only include firms that provide uninfluenced financial advice to individuals and families which comprise more than 50 percent of their client base.
Oxford will continue to put the interest of our family office clients first. We remain grateful for your trust and partnership in helping us to achieve these benchmarks among our peers.
The Caproasia list of the top 10 largest multi-family offices in the world is based on assets as reported in the Form ADV as of December 31, 2019. This list excludes multi-family offices that are operated within banking groups or a subsidiary of banking groups. The Financial Planning magazine lists of the 2020 Top 15 Firms and the 2013-2017 Top 150 RIA Firms are based on assets under management as reported in the Form ADV. The lists contain independent fee-only planning firms. Broker-dealers, insurance company affiliations and firms with substantial outside ownership stakes held by private equity firms and some outside investors are excluded. The lists do not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true, holistic financial advice to individuals, only firms with more than 50% individual clients, as can be determined through Form ADVs, are included. The rating may not be representative of a client’s experience and is not indicative of future performance. Oxford did not pay a fee for inclusion in the rankings, but may purchase reprints.
*As of 12.31.19