RFG Advisory Email Format
Financial ServicesAlabama, United States201-500 Employees
RFG Advisory operates as a corporate RIA platform in the financial services sector, serving independent financial advisors. It focuses on reducing friction in key processes such as onboarding and compliance to enable faster growth without added drag. Based in Vestavia Hills, Alabama, the firm emphasizes enterprise-grade infrastructure and a community oriented toward advisor success. Its target clients are independent advisors seeking scalable wealth management capabilities within a regulated framework, with securities offered through Private Client Services and investment advice provided by RFG Advisory as a registered investment adviser separate from Private Client Services. In 2026, the company announced a partnership with iCapital Network to broaden access to alternative investments and structured products via its ClickONE platform.