Strategic Partnerships RFG Advisory has recently expanded through partnerships and acquisitions, including Move Health collaboration, Bitwise crypto model portfolios, and Black Oak Asset Management, signaling a growth strategy that opens cross-sell opportunities with platform integrations, alternative investments, and asset management services.

Acquisition & Growth Recent hires and team expansions, such as adding Brian LaHue, CFP, and the launch of Pierson Wealth Management, indicate active growth and potential to upsell enterprise solutions, private-label services, and advisor onboarding support to newly affiliated teams.

Scale & Efficiency Positioned as a friction-reducing corporate RIA platform targeting advisor efficiency from onboarding to compliance, RFG presents a compelling value proposition for mid-market firms seeking to consolidate tech stacks, streamline workflows, and improve client experience.

Asset & Platform Access Partnerships with iCapital Network and Bitwise, along with ClickONE for access to alternatives and crypto, create cross-sell opportunities around alternative investments, custody, trading access, and crypto exposure for advisory firms seeking expanded product menus.

Recognition & Validation Industry awards for Client Experience and Operational Excellence bolster credibility for competitive positioning, making RFG a stronger candidate for firms evaluating platform providers with proven service and outcomes.