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RFG Advisory Recognized as a 2022 Best Places to Work for Financial Advisers by InvestmentNews for Second Consecutive Year

February 8, 2022

RFG Advisory,  an innovative and fast-growing platform for independent advisors, has been recognized as a 2022 Best Places to Work for Financial Advisers by InvestmentNews. InvestmentNews honors outstanding employers in the financial advisory business who invest in building a work environment and culture that attracts the best employees every year—a distinction RFG Advisory has received two years in a row based on employer and employee surveys.

“We are beyond grateful to receive this accolade yet again from InvestmentNews and collectively share it with a team of A-players who put forth the maximum effort into everything they do,” said Bobby White, CEO and Founder of RFG Advisory. “Financial advisors who affiliate and join RFG do so because of an innovative culture that sets them apart and gives them a true competitive advantage. Culture is the lifeblood at RFG Advisory, a badge of honor we wear proudly.”

“RFG Advisory is humbled to receive this rewarding recognition from InvestmentNews for two years in a row, on behalf of the financial advisors we love serving,” said Shannon Spotswood, President of RFG Advisory. “An unrelenting focus and dedicated commitment to the well-being of our community serves as our North Star. This reflects back the tech-enabled innovation and distinctive Servant Heart-Warrior Mindset culture that RFG is known for.”

InvestmentNews collaborated with Best Companies Group, an independent research firm specializing in identifying great places to work, to create 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 at InvestmentNews.

RFG Advisory has achieved accelerated growth and notable industry recognition in the wealth management industry beginning with this two-time recognition for Best Places to Work for Financial Advisers by InvestmentNews. RFG was also named Best Places to Work for Financial Advisors in 2021 and a Finalist for the InvestmentNews Innovation Awards 2021. Furthermore, in 2021, Dany Martin, MBA, partner and wealth advisor at WFA received the InvestmentNews 40 under 40 Award. RFG Advisory was named an Innovation Awards finalist and Best Places to Work. In 2020, RFG President Shannon Spotswood was recognized as a Women to Watch honoree by InvestmentNews.

Moreover, in 2021, RFG received two ThinkAdvisor LUMINARY Awards in Thought-Leadership and Education. For two years, RFG has been named a finalist in the Industry Awards in 2021 and 2020 for non-custodial support platforms and a Top 300 RIA by Financial Times in 2020.

To learn more about the InvestmentNews 2022 Best Places to Work for Financial Advisers, please go to

Learn more at RFG Advisory at and follow RFG Advisory on LinkedIn, Twitter, Facebook and YouTube.

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 in 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.

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