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About RFG Advisory
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 through collaboration and shared success.
RFG offers a comprehensive Advisor Support Platform that includes operational, technological, and marketing resources, along with proprietary tools for digital marketing automation. The firm provides transition assistance for advisors joining the network, talent solutions for recruiting staff, and various growth programs, including behavioral finance coaching and marketing planning. Advisors within RFG's network deliver financial planning, portfolio management, and institutional services to a diverse clientele, including individuals, institutions, and businesses.
In 2025, RFG introduced a refreshed brand identity and website, highlighting its commitment to integrating advanced technology and enhancing enterprise value for advisors. The leadership team includes CEO Bobby White, President Shannon Spotswood, and Chief Strategy Officer Rick Wedell, with recent strategic hires aimed at improving technology and client experience.
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