RFG Advisory
Likely to Engage tag.Highly Engaged Employees

Business Services · Alabama, United States · 51-200 Employees

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Overview

Headquarters

1400 Urban Center Dr Fl 4, Vestavia Hill...

Phone Number

(205) 397-2450

Revenue

$19 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
2
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1
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1
1

About RFG Advisory

RFG Advisory is an innovative RIA platform tailored for Independent Financial Advisors, designed to streamline operations and enhance client service. The platform offers a comprehensive suite of solutions including transition services, marketing support, investment management, and advanced technology to eliminate operational inefficiencies. RFG Advisory fosters a community of growth-minded advisors, providing them with the tools and support needed to build enterprise value and achieve significant growth. With a focus on delivering exceptional client experiences, RFG empowers advisors to reclaim their time and operate with intention.Explore more
RFG Advisory's Social MediaPopular SearchesRFG AdvisoryReliance Financial GroupReliance Financial Group LLCRfg Advisory Group LLCRFG Advisory LLCSIC Code 87,874NAICS Code 54,541Show more

RFG Advisory Org Chart

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Douglas Nelson, Chief Financial Officer at RFG Advisory
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Chief Financial Officer

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Edward Swenson, President at RFG Advisory
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President

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WF
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Managing Director

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JB
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Senior VP, Wealth Management

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EL
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Vice President, Investment Solutions

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Compare Similar Companies to RFG Advisory

Compare insights from companies similar to RFG Advisory, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

RFG Advisory

$19M
51-200
Private
<$5M
2003
Douglas Nelson, Chief Financial Officer at RFG Advisory
Douglas NelsonChief Financial Officer
$25.8M
11-50
Private
<$5M
2001
Frederick Hill, Chief Executive Officer & Managing Principal at Harbor Investment Advisory
Frederick HillCEO & Managing Principal
$16.7M
51-200
Private
<$5M
2012
NL
Nick LoPrestiChief of Staff
$12.1M
51-200
Private
-
-
BB
Brian BrassellOwner and Managing Principal
$10.7M
51-200
Private
-
1998
RB
R.Andrew BellPrincipal and Springfield Manager
$10.2M
51-200
Private
-
1898
Holly Mazzocca, Wealth Advisor & Principal & President at Bartlett & Co.
Holly MazzoccaWealth Advisor & Principal & President
$6.9M
11-50
Private
<$5M
2011
Randal Golden, Co-Founder & Chief Financial Officer at Vivaldi Capital Management
Randal GoldenCo-Founder & Chief Financial Officer
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Company Profile Activity

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Among all Business Services companies

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Activity Insights

RFG Advisory is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

RFG Advisory is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about RFG Advisory.

RFG Advisory financials insights

Gather financial insights about RFG Advisory, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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RFG Advisory Tech Stack

A closer look at the technologies used by RFG Advisory

Most Recent Scoops

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Partnership, Business Development, Customer Success
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Cryptocurrency, Finance
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Frequently Asked Questions Regarding RFG Advisory

What is RFG Advisory's official website?
RFG Advisory's official website is www.rfgadvisory.com
What is RFG Advisory's Revenue?
RFG Advisory's revenue is $19 Million
What is RFG Advisory's SIC code?
RFG Advisory's SIC: 87,874
What is RFG Advisory's NAICS code?
RFG Advisory's NAICS: 54,541
How many employees does RFG Advisory have?
RFG Advisory has 51-200 employees
What industry does RFG Advisory belong to?
RFG Advisory is in the industry of: Business Services, Finance, Project Management
What is RFG Advisory competition?
RFG Advisory top competitors include: The Good Life Companies Companies, Bartlett & Co., Harbor Investment Advisory, Vivaldi Capital Management
What companies has RFG Advisory acquired?
RFG Advisory has acquired the companies: Reliance Financial, RVA Wealth Management
What technology does RFG Advisory use?
Some of the popular technologies that RFG Advisory uses are: WordPress.org, reCAPTCHA, PHP, DoubleClick
Who is the CFO of RFG Advisory?
RFG Advisory's CFO is Douglas Nelson
How do I contact RFG Advisory?
RFG Advisory contact info: Phone number: (205) 397-2450 Website: www.rfgadvisory.com
What does RFG Advisory do?

RFG Advisory is an innovative RIA platform tailored for Independent Financial Advisors, designed to streamline operations and enhance client service. The platform offers a comprehensive suite of solutions including transition services, marketing support, investment management, and advanced technology to eliminate operational inefficiencies. RFG Adv... isory fosters a community of growth-minded advisors, providing them with the tools and support needed to build enterprise value and achieve significant growth. With a focus on delivering exceptional client experiences, RFG empowers advisors to reclaim their time and operate with intention.Read More

What are RFG Advisory social media links?
RFG Advisory Linkedin page RFG Advisory Twitter page RFG Advisory Facebook page
Is RFG Advisory a public company?
RFG Advisory is private company therefore does not currently have an official ticker symbol
See more information about RFG Advisory

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