The RFG Advisory Newsroom

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RFG Advisory Updates

Arizona-based firm with $340 million in client assets partners with RFG to enhance service, streamline operations and deepen purpose-driven advice

Collaboration introduces low-cost, single-name equity portfolios to enhance personalized investment experiences for clients. BIRMINGHAM, Ala.–(BUSINESS WIRE)–RFG Advisory (“RFG”), an innovator in

RIA innovator strengthens leadership team to accelerate growth, technology innovation and advisor experience BIRMINGHAM, Ala. – Oct. 1, 2025 —

RFG in the News

Our Latest Coverage

Ed Swenson Featured in the Daily Upside: Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

Forbes: An Alabama Woman’s Journey From Children’s Clothing To Tech IPOs, To Leading A $5.8 Billion RIA

Citywire: $6.5bn RFG Advisory hires Ed Swenson as president

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