Schedule a Call

What RFG Advisory Means to Advisors | InvestmentNews Best Places to Work for Advisors 2021 and 2022

February 28, 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.

RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!

RFG Advisory 1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
(205) 397-2450

Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities.

For a full disclaimer, please refer to the terms and conditions in our firm brochure.