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RFG Advisory
United States
RFG Advisory is an independent Registered Investment Advisor (RIA) platform based in Vestavia Hills, Alabama. Established in 2003 and registered as an RIA in 2011, RFG supports over 100 independent financial advisors. The firm manages nearly $3 billion in client assets and focuses on empowering advisors to build successful practices...
Tags: independent ria financial advisor solutions transition services practice management +6 more

Gemmer Asset Management LLC
United States
Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts. Our investment philosophy is grounded in a risk-managed, asset allocation approach using world class institutional money managers (i.e. mutual funds, ETFs, separately managed accounts). We work exclusively...
Tags: investment management marketing support back office administration asset allocation +6 more