RFG Advisory, LLC

RIASEC RegisteredEst. 2014

Total AUM

$8B

Discretionary

$8B

100% of AUM

Avg account

$267K

Accounts

29,833

Employees

360

Advisory reps

181

Firm details

Headquarters: Vestavia, Alabama
CRD number: 158401
Registered since: February 6, 2014
Website: rfgadvisory.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Investment Companies34.71%
HNWI32.07%
Individuals31.78%
Corporations / Businesses1.09%
Pension & Profit Sharing Plans0.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

RFG Advisory, LLC is an institutional registered investment advisor organized as an LLC and active since 2014. The firm serves both individual/family and institutional clients and functions as a capital allocator and insurance broker alongside its advisory business. Its advisory services include financial planning, portfolio management for individuals, small businesses and investment companies, pension consulting, manager selection, and educational seminars. RFG flags itself as an active ESG investor and employs a mix of fee arrangements (percentage of AUM, hourly and fixed fees). The firm has been recognized in industry rankings, appearing in the Financial Times’ Top 300 RIA Firms in 2020 and in Forbes’ lists of top RIA firms in 2022, 2023 and 2024.