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RFG Advisory is an award-winning RIA.

See Why RFG is a Top 300 RIA

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 in the past year.

Dedicated to changing the DNA of our industry.

ThinkAdvisor Luminaries 2022

ThinkAdvisor Luminary – Individual / Executive Leadership 2022

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 Channel Top 50 Wealth Managers by Growth Assets 2022

RIA Channel Top 50 Wealth Managers by Growth Assets 2022

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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WSR Pathfinder Awards Winner - Top Women Leaders in Wealth Management

WSR Pathfinder Awards – Top Women Leaders in Wealth Management

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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InvestmentNews Best Places to Work for Financial Advisors

InvestmentNews 2022 Best Places to Work for Financial Advisers

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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Industry Era 10 Most Successful CEOs of 2021

Industry Era 10 Most Successful CEOs of 2021

Many qualities set Bobby White, CEO of RFG Advisory, apart from his peers. For Bobby, it is his ability and willingness to adapt to change and face it head-on. With over two decades of experience in the wealth management industry as both a CEO and a Financial Advisor, Bobby has built a successful, multi-faceted career.

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Women in Asset Management Awards Series

Women in Asset Management Awards Series

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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ThinkAdvisor Luminaries 2021

ThinkAdvisor Luminaries 2021

Thought Leadership & Education

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 Icons & Innovators

InvestmentNews’ 2021 Innovation Awards Finalist

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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Best and Brightest Companies to Work for in then Nation 2021

Best and Brightest 2021

2021 Best and Brightest Companies to Work for in the Nation
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WealthManagement.com 2020 & 2021 Industry Awards

WealthManagement.com 2020, 2021 & 2022 Industry Award Finalist

Category: Non-Custodial RIA Support Platform

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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Financial Times Top Financial Advisers 2020

Financial Times Top Financial Advisers 2020

Top 300 RIA of 13,000 RIAs Nationwide

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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Money Management Institute Barron's Industry Awards

Barron’s Industry Awards 2020 Finalist

Category: Doing Good – Honoring programs that support a deserving cause or give back to the communities we serve: StrongHer Money

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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InvestmentNews Women to Watch

InvestmentNews Women to Watch

Women to Watch: Shannon Spotswood

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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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 205.892.1585 or email him at tboyce@rfgadvisory.com. Unleash your growth potential by becoming an independent Advisor affiliated with RFG.