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

61. Oak Ridge Investments

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Oak Ridge Investments' goal today hasn't changed from the goal it started out with: to outperform its benchmarks over the long term while reducing risk. The firm strives to do that by investing in dynamic, high-quality companies that offer the opportunity for capital appreciation.

Total AUM: 1.25B+

Years in Business: 29

Accounts Under Management: 2,084

Principals:

Neil Cummins, Chairman

David Klaskin, Chief Executive Officer

Contact:

oakridgeinvest.com

10 S. LaSalle Street, Suite 1900, Chicago, IL 60603

(312) 857-1040