The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help 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