RFG IS BUILT FOR INDEPENDENT
ADVISORS

WE ARE RFG ADVISORY.

FOUNDED BY PRODUCING ADVISORS IN 2003 | PROFESSIONALLY MANAGED HYBRID RIA DEDICATED TO SUPPORTING ADVISORS AND THEIR CLIENTS BEST INTENTIONS | MULTI CUSTODIAL | ROBUST TECHNOLOGY PLATFORM

  • 38

    INDEPENDENT
    ADVISORS

  • 5

    LOCATIONS:
    BIRMINGHAM
    ST. LOUIS
    NAPLES
    SHREVEPORT
    ENTERPRISE

  • $915M

    IN ADVISORY
    ASSETS

  • $817M

    IN BROKERAGE
    & THIRD PARTY
    ASSETS

*AS OF JANUARY 2018

EXECUTIVE TEAM

  • BOBBY WHITE CHAIRMAN + CEO

  • SHANNON SPOTSWOOD PRESIDENT

  • RICK WEDELL CHIEF INVESTMENT OFFICER

ADVISORY BOARD

RFG ADVISORY BRINGS TOGETHER GREAT MINDS TO
SUPPORT OUR GOAL OF BUILDING A BEST IN CLASS RIA.

LEADERSHIP

RFG ADVISORY INVESTS IN TOP TALENT TO SUPPORT
OUR AFFILIATED INDEPENDENT ADVISORS.

OUR PARTNERSHIPS

A CLIENT PORTAL EXPERIENCE LIKE NO OTHER

RFG ADVISORY BELIEVES THAT INDEPENDENCE DEMANDS A ROBUST
TECHNOLOGY. WE’VE BUILT ONE INTEGRATED PLATFORM FOR ADVISORS TO
SERVE THEIR CLIENTS AND MANAGE THEIR PRACTICE MORE EFFICIENTLY.