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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Oxford Financial Group, LTD vs Johnson Investment Counsel, Inc.

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Oxford Financial Group, LTD is the larger of the two, with $23B in regulatory assets to $23B at Johnson Investment Counsel, Inc., 2% more than its rival, by their latest Form ADV filings. Johnson Investment Counsel, Inc. reports more individual clients (5,251 vs 589), while Oxford Financial Group, LTD’s clients hold more on average (about $24 million each against $2.9 million). Oxford Financial Group, LTD is based in Carmel, Indiana and Johnson Investment Counsel, Inc. in Cincinnati, Ohio.

FigureOxford Financial Group, LTDJohnson Investment Counsel, Inc.
Regulatory AUM$23B$23B
National rank#43#45
HeadquartersCarmel, IndianaCincinnati, Ohio
Individual clients5895,251
High-net-worth clients5512,995
Average client assets$24 million$2.9 million
Accounts6,59318,154
Discretionary49% of AUM99% of AUM
Employees156164
Advisory staff3676
Clients per advisory employee1669
Offices76
Form ADV filed2026-07-092026-05-19

Oxford Financial Group, LTD

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Johnson Investment Counsel, Inc.

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, Oxford Financial Group, LTD or Johnson Investment Counsel, Inc.?

Oxford Financial Group, LTD, with $23B in regulatory assets under management against $23B at Johnson Investment Counsel, Inc. Nationally they rank #43 and #45 among 5,657 independent wealth management RIAs.

How many clients do Oxford Financial Group, LTD and Johnson Investment Counsel, Inc. have?

Oxford Financial Group, LTD reports 589 individual clients (551 high-net-worth) with 36 advisory employees; Johnson Investment Counsel, Inc. reports 5,251 (2,995 high-net-worth) with 76 advisory employees.

How do Oxford Financial Group, LTD and Johnson Investment Counsel, Inc. charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Oxford Financial Group, LTD and Johnson Investment Counsel, Inc. offer?

Oxford Financial Group, LTD lists portfolio management for pooled investment vehicles, which Johnson Investment Counsel, Inc. does not. Johnson Investment Counsel, Inc. lists portfolio management for investment companies, which Oxford Financial Group, LTD does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Oxford Financial Group, LTD ↗, Johnson Investment Counsel, Inc. ↗. How to check a financial advisor →