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RFG Advisory Named a 2021 Best Places to Work for Financial Advisers by InvestmentNews

March 1, 2021

BIRMINGHAM, Ala.— RFG Advisory has been recognized as a 2021 Best Places to Work for Financial Advisers as announced by InvestmentNews today. RFG Advisory was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

“We are incredibly proud and honored to receive this distinction from InvestmentNews and to share it with an extraordinary team of A players,” said Bobby White, Founder and CEO of RFG Advisory. “From day one when I started RFG, we have been fiercely committed to creating an innovative culture that values people over profits. Any business leader looking at just the numbers is missing the heart of our business, which at RFG, is the people.”

“We are very honored to receive this incredible recognition from InvestmentNews on behalf of the financial advisors we proudly serve,” said Shannon Spotswood, President. “An unrelenting focus and dedicated commitment to the well-being of our community serves as our North Star, it flows naturally from the culture at RFG with everything we do. Make no mistake, at RFG culture is our oxygen—we live it and breathe it like air.”

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.”

Being named a 2021 Best Places to Work for Financial Advisers by InvestmentNews is just one of a series of accolades that RFG Advisory has received, including most recently being named a 2021 Innovation Award finalist and RFG President Shannon Spotswood being recognized as a 2020 Women to Watch honoree by InvestmentNews.

To learn more about the InvestmentNews 2021 Best Places to Work for Financial Advisers, please go to

Learn more at RFG Advisory at and follow RFG Advisory on LinkedInTwitter, Facebookand YouTube.

See the full Businesswire Press Release

About InvestmentNews

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through our weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.

InvestmentNews’ headquarters is located in New York, with an office Washington D.C. InvestmentNews is part of London-based Bonhill Group plc.

About RFG Advisory

RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform. Additionally, through RFG Capital, the firm buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence.


Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities.