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Own Your Future.

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  • WealthManagement.com 2022 Award Winner
  • Industry Era 2021 Top 10 Most Successful CEOs
  • Financial Times 2020 Top 300 RIA
  • Investment News 2020 Women to Watch
  • Investment News 2021 Finalist Icons and Innovators
  • Executive Thought Leadership and Education 2021 ThinkAdvisor Luminary
  • Barrons Money Management Institute 2020 Finalist Doing Good
  • RIA Channel 2022 Top 50 Wealth Managers by Growth in Assets
  • Investment News 2021 and 2022 Best Workplace for Advisors
  • Industry Awards 2021 and 2022 Finalist Wealthmanagement.com
  • Wealth Solutions Report Pathfinder Award 2022 Top Women Leaders in Wealth Management
  • Orion Advisor Tech 2021 Partner of the Year
  • Thought Leadership and Education 2021 ThinkAdvisor Luminary
  • Women in Asset Management 2021 Advocate of the Year Shortlisted
  • Companies to Work for in the Nation 2021 Best and Brightest
  • Individual Executive Leadership 2022 ThinkAdvisor Luminary
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Partner with RFG Advisory.

When you partner with RFG, our award-winning platform built for independent Advisors will give you the freedom to do what you do best: serve your clients the way you’ve always wanted to.

Meet the RFG executive team.

We proudly lead RFG as a service company first, a technology company second and an RIA third. Along with our award-winning practice management platform, it is RFG's culture of a servant heart and warrior mindset that is helping Advisors deliver an unforgettable client experience, build enterprise value and maximize their independence.

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Are you ready to crush it?

RFG Leaf

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

Learn more about joining RFG or a RFG partner firm by talking to RFG’s Business Development Leads, Kristy Puckett and Tyler Boyce, CFP®. After all, it’s just a conversation — not a commitment, right? You may call Kristy at 205.218.6962 or email her at kpuckett@rfgadvisory.com. Or call Tyler at 214.205.7178 or email him at tboyce@rfgadvisory.com. Unleash your growth potential by becoming an independent Advisor affiliated with RFG.