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Who is RFG?

RFG Advisory is a Hybrid RIA keenly focused on service and technology. We offer independent advisors an integrated technology platform, compliance, marketing, and business consulting. We want to make our advisors the CEO of their practice, not the COO.

RFG Advisory Founder and CEO, Bobby White, is an advisor. He started the firm in 2003 and quickly built his practice to over a billion dollars, but he knew that the industry was about to experience huge disruption and he had to make a key decision. To be disrupted or be a disruptor. He chose to rebuild the firm with a team of talented, dedicated professionals to meet advisors’ needs, day in and day out, to make waves in the industry with turn-key independent advisor platform.

Our platform is built to utilize technological innovation to drive operational inefficiency out of your practice and enhance your 1-1 client experience.

Our multi-custodial relationships give advisors access to a wide range of products and services to offer their clients. We built our platform to amplify your independence, your client relationships, and your success.

If you would like to learn more about how RFG Advisory’s turnkey independent advisor platform with a best-in-class technology platform, elite service team, compliance, marketing and business consulting, contact us.

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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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