About RFG Advisory

We’re Building the RIA of the Future—Where Independent Advisors are Supported, Empowered, and Unbound

RFG Advisory is an award-winning RIA platform for Independent Advisors.

As your concierge team, we assist at every step of your journey toward increasing the enterprise value of your business.

“Everyone says culture defines you, but at RFG we walk the talk.”
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CHECK OUT OUR AWARDS

Our Mission

RFG strives to empower growth-minded Independent Advisors to build their business without compromise. We help you unlock your unique vision, grow your business organically, and resolve friction—all while staying true to your independence and values.
Realize Your Goals
Refocus on Your Core Business Objectives
Create Sustainable Growth

Our Values

Embracing Change

Change is an opportunity for growth, and we welcome it with open arms, adapting and evolving to meet your and your clients’ needs.
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Going All In

We are fully committed to your success, investing our resources, energy, and expertise to support your goals at every step.
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Energizing

With passion and purpose, we embrace the future, bringing enthusiasm and forward-thinking to each partnership.
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Listening

Understanding starts with listening. We actively engage with you and your team to ensure we’re meeting your needs thoughtfully and effectively.
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Following Through

From ideas to actions, we’re dedicated to seeing every commitment through, delivering on our promises and bringing ideas to life.
Our Story

The Evolution of RFG Advisory

Meet Our Executive Team

Shannon Spotswood

Chief Executive Officer

Rick Wedell

President & Chief Investment Officer

Abby Salameh

Chief Growth Officer

Ken Kim

Chief Financial Officer & Head of Corporate Development

Become an RFG Advisor

Book a 100% confidential, zero-commitment call to explore how RFG could help you build your ideal business—without compromise.

Work for RFG Advisory

Take the next step in your career and join RFG’s industry-changing team.

Schedule a call