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.
RFG Advisory’s story began in 2003 when Bobby White, an Advisor himself, founded Reliance Financial Group. From day one, Bobby built the company with a commitment to truly understanding Advisors and their clients. Serving the mass affluent market with investable assets from $100k to $3 million, the firm quickly gained traction, growing assets under management to $1.2 billion over 13 years. This early success was a testament to our strong foundation rooted in a service-first mentality.
In 2015, Shannon Spotswood joined Reliance Financial Group, partnering with Bobby to drive a new era—one that would focus entirely on empowering Independent Advisors.
Together, they launched RFG Advisory with a singular mission: to build a platform that Advisors could rely on for support, innovation, and growth.
In 2018, Rick Wedell joined, enhancing RFG’s ability to deliver institutional-grade investment services on a modern, dynamic platform. This fully supported model redefined independence for Advisors, equipping them with the infrastructure to compete and succeed.
With LongRidge Capital becoming the majority owner in 2023, RFG gained vital resources and expertise to drive platform innovation and strategic leadership, marking a key milestone toward its goal of becoming the RIA of the future. In 2024, RFG reinforced this commitment by appointing industry veterans Abby Salameh as Chief Growth Officer and Ken Kim as Chief Financial Officer.
Today, RFG Advisory offers a fully integrated platform designed to empower Advisors—helping them serve clients, scale their practices, and realize their professional goals.
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
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