Oak Ridge Investments, LLC

Oak Ridge Investments, LLC (CRD# 107066) is a financial advisory firm headquartered in Chicago, IL. They manage $4,375,170,100 in 5,149 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,375
    MILLION
  • Total Number of Accounts
    5,149
    ACCOUNTS
  • Average Account Value
    $849,713
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Oak Ridge Investments, LLC
Showing 1 - 10 of 13 top financial advisors.
1
James J. Barclay
CRD#: 2600457
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

James Barclay (CRD# 2600457) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 22 years of experience in the finance industry.

2
Philip J. Callahan
CRD#: 2224021
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

Philip Callahan (CRD# 2224021) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 25 years of experience in the finance industry.

3
Todd A. Campo
CRD#: 2603532
600 3rd Ave., New York, NY 10016
93
Wealthminder
score

Todd Campo (CRD# 2603532) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in New York, NY and has over 21 years of experience in the finance industry.

4
Matthew F. Creeden
CRD#: 5564909
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

Matthew Creeden (CRD# 5564909) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

5
Michael E. Harrington
CRD#: 1314665
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

Michael Harrington (CRD# 1314665) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 33 years of experience in the finance industry.

6
Frederic J. Hutchinson
CRD#: 4940023
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

Frederic Hutchinson (CRD# 4940023) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

7
Malcolm J. Lunn
CRD#: 2992497
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
93
Wealthminder
score

Malcolm Lunn (CRD# 2992497) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

8
Mary B. McManus
CRD#: 1461611
10 S Lasalle, Chicago, IL 60603
93
Wealthminder
score

Mary McManus (CRD# 1461611) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 31 years of experience in the finance industry.

9
Robert G. McVicker
CRD#: 2026000
10 S Lasalle St, Suite 1250, Chicago, IL 60603
93
Wealthminder
score

Robert McVicker (CRD# 2026000) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 26 years of experience in the finance industry.

10
Brent M. Troy
CRD#: 5538931
10 South Lasalle Street, Suite 1900, Chicago, IL 60603
90
Wealthminder
score

Brent Troy (CRD# 5538931) is an Investment Advisor Representative working at Oak Ridge Investments, LLC in Chicago, IL and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.