Award-Winning Platform for Independent Advisors

RFG Advisory was named to the FAR 10 – Top Financial Advisor Recruiters list by Wealth Solutions Report on June 11, 2024.

The FAR 10 – Top Financial Advisor Recruiters recognizes leaders who excel in guiding financial advisors toward their ideal career destinations, leveraging their industry expertise and connections. These recruiters operate across a range of models, including independent businesses, broker-dealer networks, RIAs, hybrids, and custodians, providing tailored guidance on diverse affiliation options or the merits of launching independent firms. They emphasize platform benefits such as home office responsiveness, technological capabilities, M&A expertise, succession planning, investment options, portfolio management, marketing support, legal considerations, and overall reputation. By aligning advisors with platforms that match their career goals and personal values, these recruiters play a vital role in fostering professional success. Additionally, their efforts contribute significantly to the growth and success of their own organizations. The FAR 10 celebrates these accomplished leaders for their dedication to excellence and their impact on the industry.

This ranking was provided on June 11th 2024 by Wealth Solutions Reports. The provision of this award does not qualify or quantify the quality of the advisory services received by clients.

Jordan Hutchison was named to the Investment News Rising Stars 2024 list on November 20th, 2024.

InvestmentNews invited financial advice and wealth management professionals across the country to nominate their most exceptional young talent for the inaugural Rising Stars list. Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth management with a clear passion for the industry. Nominees were asked about their current role, key achievements, and career goals, as well as the contributions they’ve made to shaping the industry. Recommendations from managers and senior industry professionals were also taken into account. The Rising Stars were determined by an independent panel of industry leaders.

This award was provided on November 20th, 2024 by InvestmentNews. It covers the period from July 2023 to July 2024. There was no compensation exchanged in consideration for this Recognition.

Janine Bevelle was named to the InvestmentNews Top Financial Professionals in the US | Hot List on December 17, 2024.

In August 2024, InvestmentNews invited wealth professionals from across the country to nominate their most exceptional leaders for the second annual Hot List. After receiving hundreds of nominations, InvestmentNews narrowed the list down to 97 movers and shakers whose contributions have helped shape the wealth industry over the past 12 months. From innovators at the forefront of change to leaders who are transforming the way the industry does business, this year’s Hot List represents the best the industry has to offer.

This ranking was provided on December 17th, 2024 by InvestmentNews. It covers the period of August 2023 to August 2024. There was no compensation exchanged in consideration for this Recognition.

RFG Advisory was named Best Financial Advisory Firm of 2024 by USA Today and Statista on April 24, 2024.

The ranking of the best registered investment advisory firms (“RIA Firms”) is based on two dimensions: recommendations by financial advisors, clients as well as industry experts and a firm’s development of Assets under Management (AUM).Recommendations were collected via an independent survey among over 25,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend the RIA firms they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation. AUM development was analyzed both in the short- and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2023 to January 2024, while long-term development spanned a five-year period from 2019 to 2024. The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70. RFG Advisory did not pay a fee to participate or be considered.

This rating was published on April 24th 2024 by USA Today and Statista. The survey period on which this rating was based is from November 6th, 2023 to January 10th, 2024. No fees were paid to USA Today and Statista to obtain this ranking. The Ranking list was funded, directed, and supported by USA TODAY and Statista.

RFG Advisory was named one of the Best Places to Work for Financial Advisors in the USA by Investment News and Best Companies Group on February 28, 2024.

To identify and celebrate the Best Places to Work for Financial Advisors, InvestmentNews and Best Companies Group conducted a comprehensive evaluation process. Organizations were first invited to participate by completing an employer form that detailed their offerings and practices. To qualify, organizations needed to meet specific criteria: they must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid/dually registered firm doing business through an RIA; be based in the United States; employ a minimum of 15 full- or part-time employees in the U.S., with all employees included in the count regardless of department; and have been in business for at least one year.

The evaluation process included two key components: an in-depth questionnaire completed by employers and a company-wide survey allowing employees to provide candid feedback. Once both parts were completed, InvestmentNews analyzed the data to determine whether the organization met the high standards required to earn recognition as a “best” workplace. For credibility, organizations with 15–24 employees needed an 80% or higher response rate on the employee survey to qualify.

InvestmentNews/Best Companies Group awarded RFG Advisory, LLC., its 2024 Best Places to Work award on February 28, 2024 after extensive survey, research and analysis were completed from October 2023 thru January 2024.

RFG Advisory was named the Top Advisor Support Platform of 2024 by WealthManagement.com on September 5, 2024.

The Wealthmanagement.com Industry Awards are independently granted in recognition of business initiatives that enhance financial advisor success and help advisors create better outcomes for their clients. The program begins with an open nomination process for all categories which extends from February to May. Firms submit business initiatives either introduced or enhanced during the previous 18 months. Submissions are reviewed in June by a panel of independent judges with required industry expertise, looking at the submission’s innovation, scope and impact. From the pool of submissions, judges select finalists for each category. Each judge on the committee then ranks those finalists, with the weighted aggregate ranking determining the winner. Winners are announced in September. No financial compensation is paid for consideration in the award process. Judges’ decisions are made independent of any firm’s business relationships with Informa Plc. Judges recuse themselves from the process from selecting finalists or winners for any category where the conflict exists.

This Rating is provided on September 5, 2024 by WealthManagement.com. It covers the period of June 4, 2024 – September 4,2024. There was no compensation exchanged in consideration for this Rating.

RFG Advisory was named one of The 52 Best RIAs to Work For by Financial-Planning.com on December 3, 2024.

“Best Companies Group conducts a simple yet thorough company assessment designed to gather detailed information about your workplace. Employers will complete an in-depth questionnaire and employees will have the opportunity to offer their honest feedback by taking part in a company-wide survey. Both portions of the assessment must be complete in order to be considered for the “best” list.
Once both portions of the assessment are complete, we’ll analyze the data to determine if your organization has what it takes to be the “best.” From there, we’ll use the data to rank each participating organization and compile your BCG EnGauge Dashboard which is available for purchase. That report will include responses from your employee surveys as well as benchmarking reports, allowing you to compare your organization to the current list-makers.
The Employee Engagement & Satisfaction Survey consists of approximately 77 statements that employees respond to along with two open-ended and seven demographic questions.”

This Rating is provided on December 3, 2024 by Financial-Planning.com. It covers the period of August 30, 2024, to October 15, 2024. There was no compensation exchanged in consideration for this Rating.

RFG Advisory was named one of the Top 50 RIA Firms by ETF.com on November 18, 2024.

etf.com editors will review and select Financial Advisors and RIA firms based on their ability to achieve returns for client portfolios, hit client goals, offer a breadth of specialties, exhibit a solid and consistent track record, maintain fiduciary interests for clients, and more. A key selection criterion is significant ETF allocation in client portfolios. Fee models, asset size minimums, diversity of teams, and asset management strategies will also be considered. The list will aim to feature a diverse list of advisors and firms from smaller boutique firms to that of larger companies that may be able to provide more comprehensive financial management. It will include firms and advisors whose client portfolio range in size, from very high net-worth households to those with smaller amounts of net worth and investable assets.

These ratings were provided on November 18, 2024 by etf.com. There was no compensation exchanged in consideration for this Rating.

Shannon Spotswood was named ThinkAdvisor Executive of the Year on December 12, 2024.

Starting in July, InvestmentNews invited financial advice and wealth management professionals across the country to nominate their most exceptional young talent for the inaugural Rising Stars list. Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth management, with a clear passion for the industry. Nominees were asked about their current role, key achievements, and career goals, as well as the contributions they’ve made to shaping the industry. Recommendations from managers and senior industry professionals were also taken into account. The Rising Stars were determined by an independent panel of industry leaders.

This award was provided on December 12th, 2024 by ThinkAdvisor. It covers the period of January 2023 to July 2024. The provision of this award does not qualify or quantify the quality of the advisory services received by clients.

Jordan Hutchison was named a ThinkAdvisor NextGen Rising Star Honoree on December 12, 2024.

ThinkAdvisor’s distinguished judging panel and seasoned editorial team invite nominations from firms and individuals across the financial services industry who exemplify leadership, innovation, and community impact. Nominees should demonstrate a meaningful influence on their firm, advisors, and the broader professional and industry community through both quantitative and qualitative results. This includes the number of advisors impacted and a detailed explanation of innovative contributions to specific programs, their organization, and the wider industry. Nominations should highlight the ability to achieve goals with creativity and problem-solving, along with a dedication to advancing advisor development and improving the industry’s capacity to serve clients’ best interests. A commitment to ethical standards, excellence, and service is essential. Submissions should include 3-5 examples of accomplishments within the past 12-18 months, supported by materials that illustrate the measurable and qualitative impact of these efforts.

This award was provided on December 12th, 2024 by ThinkAdvisor. It covers the period of January 2023 to July 2024. The provision of this award does not qualify or quantify the quality of the advisory services received by clients.

RFG Advisory was named one of Forbes’ 2024 Top RIA Firms in America on October 9, 2024.

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information, please visit https://www.forbes.com/sites/rjshook/2024/10/08/methodology-americas-top-ria-firms-2024/

Forbes awarded RFG Advisory its 2024 Top RIA Firms in America award on October 9th , 2024 after extensive survey, research and analysis were completed from October 2023 through October 2024. RFG Advisory did not pay a fee to participate or be considered.

RFG Advisory was selected for the second year in a row for the list of the Best Financial Advisory Firm of 2024, developed for USA TODAY by market research firm Statista.

The ranking of the best registered investment advisory firms (“RIA Firms”) is based on two dimensions: recommendations by financial advisors, clients as well as industry experts and a firm’s development of Assets under Management (AUM).Recommendations were collected via an independent survey among over 25,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend the RIA firms they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation. AUM development was analyzed both in the short- and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2023 to January 2024, while long-term development spanned a five-year period from 2019 to 2024.

The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70.

RFG Advisory did not pay a fee to participate or be considered.

RFG Advisory has been recognized as a 2024 Best Place to Work for Financial Advisors by InvestmentNews. InvestmentNews annually recognizes exceptional employers in the financial advisory sector who prioritize creating a workplace that attracts top talent, a distinction measured through comprehensive employer and employee surveys. This recognition reflects the firm’s commitment to employee welfare and job satisfaction.

InvestmentNews/Best Companies Group awarded RFG Advisory, LLC., its 2024 Best Places to Work award on February 28, 2024 after extensive survey, research and analysis were completed from October 2023 thru January 2024.

InvestmentNews collaborated with Best Companies Group, an independent research firm specializing in identifying great places to work, to create the survey and recognition program. Recipients are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings.

To qualify as one of InvestmentNews Best Places to Work for Financial Advisers, firm must be a registered Investment advisors (RIA) affiliated with an independent broker-dealer, be based in the US, have at least 15 employees, and have a 80 percent or better response rate on the survey and have been in business for one year. There is no charge to register.

RFG Advisory did not pay a fee to participate or be considered.