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 21 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 24 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 20 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 8 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 32 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 11 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 18 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 30 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 25 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 4 years of experience in the finance industry.

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