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RFG Advisory

RFG Advisory is a high-growth platform for independent financial advisors based in Birmingham, Alabama. Over 65 advisors and 21 distinct brands come under the RFG umbrella and represent $2.7 billion of assets under advisement. As a leading innovator in the wealth management industry, RFG Advisory delivers fully integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO. This includes turn-key technology, institutional-caliber investment management, marketing, compliance, business coaching, succession planning and operational support. 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. 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.

Additional Resources
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Additional Resources – Coming Soon!
Bobby White, Founder and CEO of RFG Advisory
Award Category

Non-Custodial RIA Support Platforms 

Initiative

Become a Warrior Advisor Podcast & Support Program

‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, ebook, YouTube and webinar series – presented by RFG Advisory – aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic.The podcast kicks off with a series of seven, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Founder & CEO Bobby White. The first 6-segments were filmed during RFG’s Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States. The 7th segment was filmed virtually.

Registration

2021 Industry Awards Membership Opportunities

Contact us for availability and pricing.

2021 Industry Awards Sponsorship Opportunities

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