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

77. Oak Ridge Investments

Oak Ridge Investments, based in Chicago, Illinois, is ranked No. 77 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 61 on last year's CNBC FA 100 list.

Total AUM: $1.1B+ (AccuPoint Solutions)

Years in Business: 30 (AccuPoint Solutions)

Accounts Under Management: 1,674 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 61 in 2019)


Neil Cummins, Chairman

David Klaskin, Chief Executive Officer


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

(312) 857-1040