$230M Advisor launches firm designed for greater control, flexibility and long-term enterprise value
BIRMINGHAM, Ala. – April 7 — RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, today announced that advisor Ivy Pierson has joined the firm and launched Pierson Wealth Management, an independent advisory firm overseeing more than $230 million in client assets.
The move represents a deliberate shift away from the traditional broker-dealer model toward a structure designed to align ownership, client experience and business growth.
“Too many Advisors spend years building businesses where they don’t actually own the outcome,” said Shannon Spotswood, CEO of RFG Advisory. “Ivy made a different decision. She’s building something she controls, where the client experience and the future of the business are aligned. That’s exactly the type of Advisor RFG is built for.”
Pierson Wealth Management is built around a planning-led approach, focused on delivering a more personalized and flexible client experience while creating a business model designed to evolve alongside clients’ needs over time.
“I wanted the freedom to build a business that reflects my values and allows me to truly tailor the experience for each client,” said Pierson, founder of Pierson Wealth Management. “RFG stood out because it offers the right combination of independence, technology and support. I can maintain ownership of my business while gaining the infrastructure and partnership needed to grow.”
Pierson selected RFG for its ability to remove operational friction and provide the infrastructure needed to run and scale an independent business more efficiently, without sacrificing control or client experience.
Through the partnership, Pierson Wealth Management will leverage RFG’s integrated technology ecosystem, including its recently launched ClickONE, a unified operating system that connects every layer of the business into a single platform. By bringing together data, workflows and insights in one place, ClickONE reduces operational friction and enables Advisors to run their businesses more efficiently and make faster, more informed decisions.
The transition allows Pierson to step out of day-to-day operational complexity and reinvest that time into deeper client relationships, more proactive planning and intentional business growth.
“We’re seeing more Advisors make this move because they want control over how they build and grow their business,” said Ed Swenson, president of RFG Advisory. “Ivy’s launch reflects a broader shift toward models that prioritize ownership, flexibility and long-term enterprise value, and that’s exactly where RFG is focused.”
The addition of Pierson Wealth Management reflects continued momentum at RFG as more Advisors pursue independence. The announcement follows the recent addition of Black Oak Asset Management.