A complete list of active advisors currently associated with Oxford Financial Group, LTD

Warmer can help you find a great advisor at Oxford Financial Group, LTD or one who fits your needs even better.

Oxford Financial Group, Ltd. serves ultra high‑net‑worth individuals and families, as well as institutional clients, trusts, foundations and closely held business owners. The firm provides family office and chief investment officer (CIO) services, comprehensive financial and estate planning, fiduciary trust administration through an affiliated trust company, and access to private market investments and manager‑of‑managers solutions. Oxford’s investment approach emphasizes diversified asset allocation across public and alternative asset classes, including private equity, hedge funds and direct‑investment opportunities; the firm operates dedicated investment teams (the Oxford Investment Fellows®) to source and monitor managers. The firm manages a large asset base (about $23.3 billion) and, unusually for an enterprise adviser, manages roughly half of that capital on a non‑discretionary basis (approximately $11.8 billion), offering clients both discretionary and non‑discretionary arrangements and customized IPS‑driven solutions. Distinctive features compared with many peers include an integrated operating model with affiliated entities that provide trust, private family services and commodity‑pool operations, the formation and management of client pooled LLCs (Savile Row, Regent Street, Berkshire) and an in‑house direct investment arm (Mayfair) that pursues larger control and co‑investment opportunities. The firm also discloses operational practices that may be atypical for peers — for example, explicit policies on aggregating trades, limited use of AI and related risk disclosures, and employee co‑investment in private offerings — all of which create potential conflicts the firm documents and monitors.

To learn more about the advisors currently working at Oxford Financial Group, LTD, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.