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RFG Advisory

RFG Advisory

RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG's investment and technology platform. Additionally, through RFG Capital, the firm buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence. Securities offered by Registered Representatives through Private Client Services, LLC.

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About RFG Advisory

Founded

2003

Estimated Revenue

$10M-$50M

Employees

51-250

Funding / Mkt. Cap

$350K

Category

Industry

Financial Services

Location

City

Vestavia Hills

State

Alabama

Country

United States

Tech Stack (82)

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