Oxford Harriman
Highly Engaged Employees
Highly Engaged EmployeesFinance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
3201 Enterprise Pkwy Ste 400, Beachwood,...Phone Number
(216) 755-7150Website
www.oxfordharriman.comRevenue
$10.3 MillionIndustry
ZI Rank: 2
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ZI Rank
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About Oxford Harriman
Oxford Harriman & Company provides institutional quality asset allocation analysis and implementation for the company's clients. The company's Expertise in Asset Allocation Includes: Defining risk tolerance and constructing volatility models Efficient asset allocation using client-specific modeling Strong understanding & implementation of Modern Portfolio Theory Construction and utilization of forward-looking capital market assumptions Focus on volatility management, predictable costs, and tax efficiencyExplore more
Oxford Harriman Org Chart
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Oxford Harriman Tech Stack
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Oxford Harriman News & Media
Oxford Harriman & Company Announces the Addition of Robert Wert and His Team to Its Expanding National Wealth-Advisory Platform
Wyomissing, PA, Jan. 16, 2026 (GLOBE NEWSWIRE) -- Oxford Harriman & Company is proud to announce that Robert Wert, President of Longview Private Wealth Management, an affiliate of Oxford Harriman & Company, has officially joined the practice along with his advisory team. Based in Wyomissing, Pennsylvania, Bob brings more than four decades of distinguished experience in wealth management, strategic planning, and client stewardship.Oxford Harriman & Company Strengthens Its National Platform with Addition of Robert Krut as a Senior Managing Director, Partner, and Head of Corporate Development
Bloomfield Hills, Michigan, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Oxford Harriman & Company is pleased to announce that Robert Krut and his advisory team, the K2 Group, have joined the practice, significantly expanding Oxford Harriman’s presence in the Detroit, Michigan market.Oxford Harriman & Company’s Tom Erb Named One of AdvisorHub’s “100 Solo Advisors to Watch in the U.S.” for Third Consecutive Year
Beachwood, OH, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Oxford Harriman & Company proudly announces that Tom Erb, a Senior Managing Director and Partner, has once again been recognized on AdvisorHub’s list of the “100 Solo Advisors to Watch in the United States” for 2025. This marks the third consecutive year (2023-2025) that Erb has earned this national distinction, underscoring his commitment to delivering exceptional service and guidance to his clients.Oxford Harriman Adds Kelley Thompson as a Senior Managing Director & Partner at its Chagrin Falls, Ohio Office
Chagrin Falls, OH, Aug. 20, 2025 (GLOBE NEWSWIRE) -- Oxford Harriman & Company is pleased to announce that Kelley Thompson has joined its private wealth management practice as a Senior Managing Director & Partner, based in the team’s Chagrin Falls, Ohio office.
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Oxford Harriman & Company provides institutional quality asset allocation analysis and implementation for the company's clients. The company's Expertise in Asset Allocation Includes: Defining risk tolerance and constructing volatility models Efficient asset allocation using client-specific modeling Strong understanding & implementation of Modern Po... Read More
