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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

Good Life Companies
United States
Good Life Companies is a financial services firm founded in 2012 by Conor Delaney and Courtnie Nein. The company aims to support independent financial advisors by providing a platform that addresses their needs for operational efficiency and comprehensive resources. With a background in financial advising, Delaney recognized the importance of...
Tags: investment advisory financial planning asset managment portfolio management +6 more

Dynasty Financial Partners
United States
Dynasty Financial Partners is a technology-enabled wealth management platform founded in 2010. The company specializes in supporting independent financial advisors and registered investment advisors (RIAs) by providing institutional-grade infrastructure and services. Dynasty aims to help advisors enhance efficiency, scalability, and client service while maintaining their independence. The company offers a...
Tags: core services investment platform transition services financing technology m a tamp +2 more