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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.