Insights

Growth through Acquisitions RFG Advisory has been actively investing in assets and expanding its portfolio through acquisitions like Northrop Grumman, Innovator U.S., Strodtman Wealth Management, and TrekNorth Investment Management. This indicates a strategic openness to partnerships and growth opportunities in diverse sectors.

Leadership Expansion With the recent appointment of Ed Swenson as President, RFG Advisory demonstrates its focus on strengthening leadership. This opens opportunities for targeted executive and leadership consulting, talent acquisition services, and strategic advisory support.

Product & Service Innovation The launch of initiatives like StrongHer Money and the expansion of service offerings signal a focus on catering to niche markets and innovative financial products. This suggests sales potential in specialized financial solutions and marketing collaborations.

Technology Enhancements During its annual Advisor Growth Retreat, RFG announced multiple tech enhancements to its platform, highlighting a commitment to technological innovation. There are opportunities to offer cutting-edge fintech solutions, IT services, and platform integrations tailored to their evolving needs.

Market Position & Revenue With revenue estimates between 100 and 250 million dollars and a sizeable employee base, RFG Advisory is a significant player in the financial services industry. Business development efforts can focus on high-value asset management solutions, strategic partnerships, and comprehensive financial products to further expand their market footprint.

RFG Advisory Tech Stack

RFG Advisory uses 8 technology products and services including OneDrive, FancyBox, Pardot, and more. Explore RFG Advisory's tech stack below.

OneDrive

File Sharing

FancyBox

Javascript Libraries

Pardot

Marketing

DocuSign

Miscellaneous

Android

Programming Languages

Vimeo

Video Players

Adobe Creative Suite

Visualisation Software

Twitter

Widgets

RFG Advisory Email Formats	Example	Percentage
FLast@rfgadvisory.com	JDoe@rfgadvisory.com	94%
FirstLa@rfgadvisory.com	JohnDo@rfgadvisory.com	2%
FirstLast@rfgadvisory.com	JohnDoe@rfgadvisory.com	3%
Last@rfgadvisory.com	Doe@rfgadvisory.com	1%

RFG Advisory Email Formats

Example

Percentage

FLast@rfgadvisory.com

JDoe@rfgadvisory.com

94%

FirstLa@rfgadvisory.com

JohnDo@rfgadvisory.com

FirstLast@rfgadvisory.com

JohnDoe@rfgadvisory.com

Last@rfgadvisory.com

Doe@rfgadvisory.com

Frequently Asked Questions

Where is RFG Advisory's headquarters located?

RFG Advisory's main headquarters is located at 1400 Urban Center Drive, Suite 475. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is RFG Advisory's phone number?

You can contact RFG Advisory's main corporate office by phone at

+1-205-397-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is RFG Advisory's official website and social media links?

RFG Advisory's official website is rfgadvisory.com and has social profiles on LinkedIn Crunchbase.

What is RFG Advisory's SIC code NAICS code?

RFG Advisory's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does RFG Advisory have currently?

As of December 2025, RFG Advisory has approximately 221 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Cfo / Head Of Corporate Development: K. J. K.Chief Behavioral Officer: B. F.Chief Growth Officer: A. S.. Explore RFG Advisory's employee directory with LeadIQ.

What industry does RFG Advisory belong to?

RFG Advisory operates in the Financial Services industry.

What technology does RFG Advisory use?

RFG Advisory's tech stack includes OneDriveFancyBoxPardotDocuSignAndroidVimeoAdobe Creative SuiteTwitter.

What is RFG Advisory's email format?

RFG Advisory's email format typically follows the pattern of FLast@rfgadvisory.com. Find more RFG Advisory email formats with LeadIQ.

When was RFG Advisory founded?

RFG Advisory was founded in 2003.

RFG Advisory

Q: What is RFG Advisory's official website and social media links?

RFG Advisory's official website is rfgadvisory.com. RFG Advisory has social profiles on LinkedIn.

Q: How many employees does RFG Advisory have currently?

RFG Advisory has approximately 221 employees.

Q: What technology does RFG Advisory use?

RFG Advisory's tech stack includes Adobe, Zoho, FMG Suite, Google Ads, Microsoft Azure.

Financial ServicesAlabama, United States201-500 Employees

RFG Advisory is an award-winning, fully integrated platform designed to help Independent Advisors build their business without compromise. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing and growth, capital strategies, back-office solutions, investment services, technology, IT support, and more. RFG enables Advisors to thrive while organically growing their business. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves.

For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. 

Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services.

Third-party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.

Insights

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RFG Advisory Tech Stack

Media & News

RFG Advisory, LLC invests into assets: stake in Northrop Grumman in the amount of $294K.

RFG Advisory, LLC hired Ed Swenson as president on Oct 1st '25.

RFG Advisory, LLC launched StrongHer Money on Sep 8th '25.

RFG Advisory, LLC invested into assets: stake in Innovator U.S. in the amount of $512K on Jul 1st '25.

RFG Advisory, LLC attends event Advisor Growth Retreat.

RFG Advisory, LLC launched Strodtman Wealth Management on Feb 19th '25.

RFG Advisory, LLC launched TrekNorth Investment Management on Feb 19th '25.

RFG Advisory's Email Address Formats