Award-Winning RIA

RFG Advisory: Recognition-Earning Innovation

At RFG Advisory, we’re dedicated to changing the DNA of our industry.

We’re committed to re-writing the rules, creating new opportunities and deciding what the future will look like. Most importantly, we’re empowering advisors to maximize their independence, chart their own course and better serve their clients. And our industry-changing approach and innovative work have earned us some impressive industry recognition in the past year.

ThinkAdvisor Luminaries 2021

Thought Leadership & Education

InvestmentNews 2021 Best Places to Work for Financial Advisers

RFG Advisory has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews. RFG Advisory was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

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InvestmentNews’ 2021 Innovation Awards Finalist

InvestmentNews has recognized RFG Advisory “RFG”, as a 2021 Innovation Award finalist. RFG Advsisory along with twelve other firms, were chosen as finalists from several hundred nominations by a committee of InvestmentNews representatives. The judges recognized firms for their creative and novel systems and improvements that help financial advisers take care of their clients, run their businesses and boost client outcomes.

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Financial Times Top Financial Advisors 2020

Top 300 RIA of 13,000 RIAs nationwide

This inclusion recognizes and rewards our leadership and commitment to providing the highest level of service and support for our affiliated advisors and their clients. Financial Times is one of the world’s leading news organizations, recognized internationally for authority, integrity, and accuracy. It is part of Nikkei Inc., which provides a broad range of information, news, and services for the global business community.

Read More 2020 & 2021 Industry Award Finalist

Category: Non-Custodial RIA Support Platform

RFG Advisory is honored to be named in the top three finalists for a Wealthie award in the Non-Custodial RIA Platform category. This nomination reflects key strengths that set RFG Advisory apart, including our investment in top talent, our commitment to excellence, and our constant advancement of the financial services industry. Industry Awards (“Wealthies”) is the only awards program of its kind to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success.

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Barron’s Industry Awards 2020 Finalist

Category: Doing Good – Honoring programs that support a deserving cause or give back to the communities we serve: StrongHer Money

StrongHer Money was created to help women to live financially fearless and serve their growing regional network of independent advisors. The platform is turnkey solution for advisors looking to host educational virtual and live events and provide instant, online access to resources for women centered on contemporary themes: wellness, fitness and health; debt savings and budgeting; work and family life balance; investing; retirement planning; preparing for the unexpected; and philanthropy.

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Women to Watch: Shannon Spotswood

Each year, InvestmentNews honors female financial advisers and industry executives who are distinguished leaders at their firms. An experienced investment banker and hedge fund manager, Shannon Spotswood joined RFG Advisory, a $2 billion hybrid advisory firm, to help build a company that provides other RIA firms with comprehensive support, inspiration and resources. “I’m comfortable living on the edge of cutting-edge tech,” says Spotswood, who views RFG as a service company first, a tech company second and an RIA third. Supportive of education, Spotswood created StrongHer Money, a platform to help women by providing financial information and support, and will serve as the next chairman of the educational foundation for Birmingham’s public schools.

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Welcome to the Future

The Future is Here

A cutting-edge technology platform and workstations that allow you to access everything you need, anywhere and anytime.

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We are RFG

We Are RFG Advisory

Where independent advisors need to be to maximize their independence.

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Independence is the name of the game — and RFG is absolutely where you need to be.

Learn more now about joining RFG or a RFG partner firm by talking to Kristy Puckett, RFG’s Business Development Lead. After all, it’s just a conversation — not a commitment, right?

You can call Kristy now at 205.218.6962, email her at or send her a message below to learn how you can unleash your growth potential by becoming an independent advisor affiliated with RFG.

Kristy Puckett
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