The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

48. Oak Associates

Oak Associates takes seriously the trust their clients and fund shareholders place in them. Oak Associates' employees maintain significant investments in the same stocks held by clients. The firm has a vested interest in ensuring that the highest standards are maintained and that the portfolios are positioned for future growth.

Total AUM: $1.54B+

Years in Business: 27

Accounts Under Management: 106

Principals:

  • James Oelschlager, Managing Member & Portfolio Manager
  • Margaret Ballinger, Chief Compliance Officer

Contact:

oakltd.com

3875 Embassy Parkway, Suite 250, Akron, OH 44333

(330) 668-1234