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RFG Advisory Employee Directory

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.

Find RFG Advisory employees' phone numbers or email addresses

RFG Advisory Global Highlights

Location
Employees

North America
187

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  • United States Of America
    187

Asia
8

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  • India
    4
  • Viet Nam
    1
  • Bangladesh
    1
  • Philippines
    1
  • Nepal
    1

Europe
5

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  • Bosnia And Herzegovina
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Germany
    1
  • Ukraine
    1
  • France
    1

RFG Advisory's Leadership

  • Chief Of Staff at RFG Advisory
    C. K.
    Chief Of Staff
    Mobile Phone
  • President at RFG Advisory
    E. S.
    President
    Mobile Phone
  • Executive Assistant To The Chief Executive Officer at RFG Advisory
    J. B.
    Executive Assistant To The Chief Executive Officer
    Mobile Phone
  • Owner at RFG Advisory
    K. C.
    Owner
    Mobile Phone
  • Owner at RFG Advisory
    S. Z.
    Owner
    Mobile Phone
  • Senior Vice President at RFG Advisory
    D. S.
    Senior Vice President
    Mobile Phone
  • Senior Vice President at RFG Advisory
    J. S.
    Senior Vice President
    Mobile Phone
  • Senior Vice President at RFG Advisory
    S. P.
    Senior Vice President
    Mobile Phone

RFG Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Human Resources
  • Business
  • Accounting
  • Other
  • Legal

Contact profiles from RFG Advisory

Name
Title
Contact
Location
Last Update
  • President at RFG Advisory
    E. S.
    President
    Mobile Phone
    Jun 26, 2026
  • Executive Assistant To The Chief Executive Officer at RFG Advisory
    J. B.
    Executive Assistant To The Chief Executive Officer
    Mobile Phone
    Jun 17, 2025
  • Owner at RFG Advisory
    K. C.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Owner at RFG Advisory
    S. Z.
    Owner
    Mobile Phone
    Oct 24, 2024
  • Chief Of Staff at RFG Advisory
    C. K.
    Chief Of Staff
    Mobile Phone
    Oct 22, 2024
  • Senior Vice President at RFG Advisory
    D. S.
    Senior Vice President
    Mobile Phone
    Oct 21, 2024
  • Senior Vice President at RFG Advisory
    J. S.
    Senior Vice President
    Mobile Phone
    Oct 16, 2024
  • Senior Vice President at RFG Advisory
    S. P.
    Senior Vice President
    Mobile Phone
    Oct 22, 2024
  • Director Of Transitions And Licensing at RFG Advisory
    J. B.
    Director Of Transitions And Licensing
    Mobile Phone
    May 13, 2025
  • Office Manager at RFG Advisory
    L. T.
    Office Manager
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is RFG Advisory known for?

Minus sign iconPlus sign iconRFG Advisory was founded in 2003 and operates in the Financial Services industry. You can contact RFG Advisory's main corporate office by phone at
+1-205-397-****
. Explore RFG Advisory's company overview page for more information.

What is RFG Advisory's most common email format?

Minus sign iconPlus sign iconRFG Advisory employees' email format typically follows the pattern of FLast@rfgadvisory.com. Trying to find reliable and up-to-date employee contact data? Find more RFG Advisory email formats with LeadIQ.

How many employees does RFG Advisory have currently?

Minus sign iconPlus sign iconRFG Advisory has approximately 219 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are RFG Advisory's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, RFG Advisory's key employees include:

  • Chief Of Staff: C. K.
  • President: E. S.
  • Executive Assistant To The Chief Executive Officer: J. B.
  • Owner: K. C.
  • Owner: S. Z.

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