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: RIA Boom Redraws Wealth Management Map

RFG Featured in InvestmentNews: Is the SEC Marketing Rule creating a growth bottleneck for RIAs?

RFG Advisory Featured in Kitces Advisor Services Map

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