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

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


Neil Cummins, Chairman

David Klaskin, Chief Executive Officer


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

(312) 857-1040