RFG Advisory
Highly Engaged Employees
Highly Engaged EmployeesBusiness Services · Alabama, United States · 51-200 Employees
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Overview
Headquarters
1400 Urban Center Dr Fl 4, Vestavia Hill...Phone Number
(205) 397-2450Website
www.rfgadvisory.comRevenue
$19 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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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
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2020
Debt
$350K
RFG Advisory Tech Stack
A closer look at the technologies used by RFG Advisory
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Most Recent Scoops
Person-Based
Partnership, Business Development, Customer Success
Person-Based
Financial Planning
Person-Based
Person-Based
Cryptocurrency, Finance
Hiring Plans
Hiring Plans
RFG Advisory News & Media
$7B RFG Advisory Hires Ed Swenson as President
The former head of RIA solutions at Osaic has landed at hybrid RIA platform RFG Advisory.Exchange Traded Concepts Announces Launch of Bluemonte ETF Suite
OKLAHOMA CITY, June 25, 2025 /PRNewswire/ -- Exchange Traded Concepts (ETC), a leader in providing innovative ETF solutions, is delighted to introduce the new lineup of Bluemonte ETFs: Bluemonte Dynamic Total Market ETF (NYSE: BLUX), Bluemonte Large Cap Value ETF (NYSE: BVAL), Bluemonte...TurnPoint Wealth Takes Independent Flight with RFG Advisory
BIRMINGHAM, Ala.--(BUSINESS WIRE)-- #FinancialAdvice--RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial Advisors and their clients, today announced the launch of TurnPoint Wealth (“TurnPoint”), building on strong first-quarter growth, with more than $500 million in new assets added. “The surge of growth we experienced in 2024 has carried into 2025,” said Abby Salameh, chief growth officer at RFG Advisory. “RFG is built to empower AdviCommitted to Building the RIA of the Future, RFG Advisory Announces New Suite of Cutting-Edge Technology
BIRMINGHAM, Ala.--(BUSINESS WIRE)-- #AdvisorTech--RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial Advisors and their clients, today announced several strategic partnerships and enhancements to its integrated technology stack. These additions support the firm’s mission to empower Independent Advisors to build their business without compromise. During its annual Advisor Growth Retreat, RFG announced multiple new tech enhancements to i
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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... Read More
