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

  • 54

    INDEPENDENT
    ADVISORS

  • 14

    LOCATIONS:
    Alabama (6)
    Missouri (2)
    Florida (2)
    Louisiana (1)
    Kentucky (1)
    Texas (1)
    Tennessee (1)
    California (1)
    Michigan (1)

  • $1.58B*

    ASSETS UNDER
    MANAGEMENT

  • $580M*

    ASSETS UNDER
    BROKERAGE
    ADVISEMENT

*AS OF DECEMBER 30, 2019

EXECUTIVE TEAM

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.