Growth and Assets Under Management Oxford Financial Group manages over $35 billion in assets, positioning it as one of the largest independent RIAs in the U.S. This extensive asset base indicates strong market presence and suggests potential for upselling advanced wealth management solutions and premium service offerings.

Recent Tech Adoption The company has recently partnered with d1g1t to implement their enterprise wealth management platform, highlighting a focus on upgrading technology infrastructure. This trend opens opportunities to introduce additional innovative financial technologies and data analytics tools to enhance client service.

Market Expansion Presence With offices in seven key U.S. cities including Atlanta, Chicago, and Palm Beach, Oxford Financial demonstrates active regional expansion and client diversification. This growth trajectory suggests a need for localized marketing, compliance solutions, and targeted sales strategies tailored to specific markets.

Recognition and Employer Appeal Being recognized as a top employer underscores Oxford's strong corporate culture and employee engagement, making it an attractive client for HR tech, employee benefits solutions, and corporate wellness offerings. Their reputation for a good working environment signals openness to partnerships that support organizational growth.