Insights

Innovative Platform RFG Advisory's custom-built platform emphasizes operational efficiency and seamless workflows, making it an attractive solution for independent financial advisors looking to eliminate bottlenecks and scale their practice smoothly.

Recent Tech Launches The launch of ClickONE Command Center and other recent tech enhancements indicate RFG Advisory’s commitment to modern, integrated solutions, presenting opportunities to cross-sell advanced financial technology services.

Expanding Service Offerings With new initiatives like StrongHer Money and Strodtman Wealth Management, RFG is diversifying its offerings, creating potential avenues for partnership or integrated product solutions tailored to niche markets.

Financial Growth & Investment RFG’s substantial revenue figures and recent strategic investments, including stakes in Northrop Grumman and Innovator ETFs, suggest a stable financial base and potential for upselling premium advisory or investment products.

Leadership & Community The appointment of a new president and active participation in industry events demonstrate RFG’s growth ambitions and openness to strategic collaborations with technology providers and aggregators in the wealth management space.

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

Media & News

RFG Advisory's Email Address Formats

RFG Advisory uses at least 1 format(s):
RFG Advisory Email FormatsExamplePercentage
FLast@rfgadvisory.comJDoe@rfgadvisory.com
94%
FirstLa@rfgadvisory.comJohnDo@rfgadvisory.com
2%
FirstLast@rfgadvisory.comJohnDoe@rfgadvisory.com
3%
Last@rfgadvisory.comDoe@rfgadvisory.com
1%

Frequently Asked Questions

Where is RFG Advisory's headquarters located?

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

What is RFG Advisory's phone number?

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

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

What is RFG Advisory's SIC code NAICS code?

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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?

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As of March 2026, RFG Advisory has approximately 213 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Behavioral Officer: B. F.Chief Financial Officer: D. N.Chief Of Staff: C. K.. Explore RFG Advisory's employee directory with LeadIQ.

What industry does RFG Advisory belong to?

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RFG Advisory operates in the Financial Services industry.

What technology does RFG Advisory use?

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RFG Advisory's tech stack includes OneDriveFancyBoxPardotDocuSignAndroidVimeoAdobe Creative SuiteTwitter.

What is RFG Advisory's email format?

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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?

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RFG Advisory was founded in 2003.

RFG Advisory

Financial ServicesAlabama, United States201-500 Employees

RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise. Built from the ground up for Advisors who want to grow faster with less drag, every workflow, tool, and team is engineered for efficiency, removing bottlenecks from compliance to client onboarding. With RFG, you gain more than a platform. You gain time, freedom, and true enterprise value, supported by an institutional-caliber infrastructure and a community that genuinely cares about your success.

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.

Bluemonte ETFs Distributed by SEI Investments Distribution Co.
Disclosures: https://bluemontefunds.com/disclosures

Section iconCompany Overview

Headquarters
1400 Urban Center Drive Suite 475 Vestavia Hills, Alabama United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    RFG Advisory's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    RFG Advisory's revenue is estimated to be in the range of $100M$250M

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