We’re committed to re-writing the rules, creating new opportunities and deciding what the future will look like. Most importantly, we’re empowering Advisors to maximize their independence, chart their own course and better serve their clients. And our industry-changing approach and innovative work have earned us some impressive industry recognition.
RFG Advisory was selected for the inaugural list of the Best Financial Advisory First of 2023, developed for USA TODAY by market research firm Statista.
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RIA Channel identified the Top ETF Power Users ranking showcases wealth management firms based on their aggregate total firm ETF assets.
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The BBJ’s Who’s Who in Financial Planning & Wealth Management highlights top executives in Birmingham in the wealth management industry. The individuals recognized are key leaders in Birmingham’s wealth management industry and include executives from the top firms in the city.
RFG Advisory "RFG," an innovative and fast-growing platform for independent advisors, was named one of America’s Top RIA Firms by Forbes. The inaugural 2022 Forbes/Shook Top RIA list includes 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals who have decades of experience, not to mention proven track records of seeing clients through market turmoil and preserving their wealth. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank member firms.
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WealthManagement.com, the leading resource for wealth advisors and planners, announced the winners for the 2022 WealthManagement.com Industry Awards (the “Wealthies”) last night during a black-tie awards gala livestreamed from the Ziegfeld Ballroom in New York City.
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An evolution of our Broker-Dealers of the Year awards, the LUMINARIES program is now in its second year. It aims to highlight how top-performing industry participants — both firms and individuals — produce meaningful results through efforts that matter most to advisors in Community Impact; Diversity, Equity & Inclusion; Executive Leadership; and Thought Leadership & Education.
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RIA Database ranked the Top 50 Wealth Managers by Growth in Assets on an absolute basis over a one year time frame. RIA Database has been providing RIA rankings for Forbes and several industry publications, including RIA Channel for over ten years.
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With over 25 years of experience in the financial industry and over six years at the helm of RIA RFG Advisory, Shannon Spotswood leads RFG with a strategic vision of nationwide growth and a focus on M&A, advisor recruitment, marketing and business development.
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RFG Advisory is an innovator in the wealth management industry. In 2022, the team at RFG Advisory is picking up right where they left off. We are proud to announce that InvestmentNews has named RFG Advisory to their list of Best Places to Work for Financial Advisors for the second year in a row. RFG is a service company first, a technology company second and a hybrid RIA third.
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RFG Advisory "RFG," an innovative and fast-growing platform for independent advisors, is proud to announce that Shannon Spotswood, President, has been shortlisted for The Women in Asset Management Awards 2021 Advocate of the Year. The award celebrates the achievements of outstanding industry talent and role models within the asset and wealth management community.
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RFG Advisory "RFG," an innovative and fast-growing platform for independent advisors, has earned dual recognition for the ThinkAdvisor LUMINARY Awards Class of 2021 in the category of Thought-Leadership & Education—RFG Advisory received the accolade for the firm and Chief Investment Officer Rick Wedell for Individuals – RIAs.
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InvestmentNews has recognized RFG Advisory “RFG,” as a 2021 Innovation Award finalist. RFG Advisory, along with twelve other firms, was chosen as a finalist from several hundred nominations by a committee of InvestmentNews representatives. The judges recognized firms for their creative and novel systems and improvements that help financial advisers take care of their clients, run their businesses and boost client outcomes.
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RFG Advisory is honored to be named in the top three finalists for a WealthManagement.com Wealthie award in the Non-Custodial RIA Platform category. This nomination reflects key strengths that set RFG Advisory apart, including our investment in top talent, our commitment to excellence, and our constant advancement of the financial services industry. WealthManagement.com Industry Awards (“Wealthies”) is the only awards program of its kind to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success.
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This inclusion recognizes and rewards our leadership and commitment to providing the highest level of service and support for our affiliated advisors and their clients. Financial Times is one of the world’s leading news organizations, recognized internationally for authority, integrity, and accuracy. It is part of Nikkei Inc., which provides a broad range of information, news, and services for the global business community.
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StrongHer Money was created to help women to live financially fearless and serve their growing regional network of independent advisors. The platform is a turnkey solution for advisors looking to host educational virtual and live events and provide instant, online access to resources for women centered on contemporary themes: wellness, fitness and health; debt savings and budgeting; work and family life balance; investing; retirement planning; preparing for the unexpected; and philanthropy.
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Each year, InvestmentNews honors female financial advisers and industry executives who are distinguished leaders at their firms. An experienced investment banker and hedge fund manager, Shannon Spotswood joined RFG Advisory, a $2 billion hybrid advisory firm, to help build a company that provides other RIA firms with comprehensive support, inspiration and resources. “I’m comfortable living on the edge of cutting-edge tech,” says Spotswood, who views RFG as a service company first, a tech company second and an RIA third. Supportive of education, Spotswood created StrongHer Money, a platform to help women by providing financial information and support, and will serve as the next chairman of the educational foundation for Birmingham’s public schools.
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Learn more about joining RFG or a RFG partner firm by talking to RFG’s Business Development Lead, Kristy Puckett. 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. Unleash your growth potential by becoming an independent Advisor affiliated with RFG.
