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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 Jordan Park Group LLC

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 and Jordan Park Group LLC are almost exactly the same size, with $23B and $23B in regulatory assets (Oxford Financial Group, LTD slightly ahead), by their latest Form ADV filings. Oxford Financial Group, LTD reports more individual clients (589 vs 163), while Jordan Park Group LLC’s clients hold more on average (about $95 million each against $24 million). Oxford Financial Group, LTD is based in Carmel, Indiana and Jordan Park Group LLC in SAN Francisco, California.

FigureOxford Financial Group, LTDJordan Park Group LLC
Regulatory AUM$23B$23B
National rank#43#44
HeadquartersCarmel, IndianaSAN Francisco, California
Individual clients589163
High-net-worth clients551163
Average client assets$24 million$95 million
Accounts6,5934,487
Discretionary49% of AUM100% of AUM
Employees156153
Advisory staff3699
Clients per advisory employee162
Offices74
Form ADV filed2026-07-092026-07-08

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

Jordan Park Group LLC

Full profile →

Services

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

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Oxford Financial Group, LTD or Jordan Park Group LLC?

Oxford Financial Group, LTD, with $23B in regulatory assets under management against $23B at Jordan Park Group LLC. Nationally they rank #43 and #44 among 5,657 independent wealth management RIAs.

How many clients do Oxford Financial Group, LTD and Jordan Park Group LLC have?

Oxford Financial Group, LTD reports 589 individual clients (551 high-net-worth) with 36 advisory employees; Jordan Park Group LLC reports 163 (163 high-net-worth) with 99 advisory employees.

How do Oxford Financial Group, LTD and Jordan Park Group LLC charge clients?

Only Jordan Park Group LLC lists hourly charges; performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Oxford Financial Group, LTD and Jordan Park Group LLC offer?

Oxford Financial Group, LTD lists pension consulting, which Jordan Park Group LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; 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 ↗, Jordan Park Group LLC ↗. How to check a financial advisor →