Oxford Financial Group Revenue and Competitors

Carmel, IN USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Oxford Financial Group's estimated annual revenue is currently $55.2M per year.(i)
  • Oxford Financial Group's estimated revenue per employee is $231,000

Employee Data

  • Oxford Financial Group has 239 Employees.(i)
  • Oxford Financial Group grew their employee count by 0% last year.

Oxford Financial Group's People

NameTitleEmail/Phone
1
Chief Compliance OfficerReveal Email/Phone
2
COO / CFOReveal Email/Phone
3
Fiduciary OfficerReveal Email/Phone
4
Senior Fiduciary OfficerReveal Email/Phone
5
Senior Fiduciary OfficerReveal Email/Phone
6
ControllerReveal Email/Phone
7
Fiduciary OfficerReveal Email/Phone
8
Managing DirectorReveal Email/Phone
9
Managing DirectorReveal Email/Phone
10
Managing DirectorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$20.2M96100%N/AN/A
#2
$51.7M224N/AN/AN/A
#3
$23.7M113-7%N/AN/A
#4
$6.4M389%N/AN/A
#5
$11.2M59-3%N/AN/A
#6
$45.3M1969%N/AN/A
#7
$0.1M30%$1.5MN/A
#8
$28.8M1371%N/AN/A
#9
$8.4M500%N/AN/A
#10
$7.1M4217%N/AN/A
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What Is Oxford Financial Group?

Oxford Financial Group, Ltd. is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country. Oxford has oversight of more than $20 billion in assets (which includes assets under management), with 20 Managing Directors serving over 800 families and institutions in 37 states. Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 35 years. With special expertise in alternative investments and private equity, Oxford specializes in serving clients with net worth above $5 million. For additional information, call 800.722.2289, or visit www.ofgltd.com.

keywords:N/A

N/A

Total Funding

239

Number of Employees

$55.2M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Oxford Financial Group News

2022-04-19 - Investors' Chronicle: Oxford Biomedica, Wood Group, Just Eat

Chief executive Robin Watson and finance chief David Kemp were keen to highlight the hit to the bottom line from continued Covid-19 conditions...

2022-04-13 - Oxford group launches sectoral ESG data quality initiative

A sustainable finance research centre at the University of Oxford is launching an initiative aimed at surfacing good quality sector-focussed...

2022-04-13 - Capital Group Appoints Three New Members to RIA Advisory ...

David DeVoe, Managing Director and Founder, DeVoe & Company; Catherine Farley, Chief Financial Officer & Chief Compliance Officer, Oxford...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$35M25542%N/A
#2
$62.2M2578%N/A
#3
$36.8M2573%N/A
#4
$76.6M2582%N/A
#5
$58.5M25915%$41.5M