About Oaktree Advisors
Oaktree Advisors is an independent, family-owned investment advisory firm. We provide wealth management, business advisory and trust services to affluent individuals, families, professionals and business owners.
Oaktree Advisors provides comprehensive, objective financial advice and guarantees the high level of personal service you expect and deserve. Trust, transparency and accountability are at the root of everything we do. As Registered Investment Advisors, we are ethically required to act in your best interest at all times. This is the bedrock principle behind every investment recommendation we make for every client—and for you.
Get to know the members of the Oaktree Advisors team.
Client Bill of Rights
Here you will find a listing of all things you are entitled to as an Oaktree Advisors client including quality of service, recommendations based on your needs, confidentiality, and more.
We are affiliated with trusted companies such as TD Ameritrade Institutional and Counsel Trust Company.
We are looking for members to join our team. Read more about our open positions, requirements, and how to apply.