Recognized as a Top 300 RIA by Financial Times.

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This recognition puts us in the top two percent of RIAs nationwide* and recognizes our commitment to providing the highest level of service and support for our affiliated Advisors and their clients.

What this means for RFG Advisors.

We believe in the unlimited potential of the independent Advisor model and have invested heavily in state-of-the-art tools for our Advisors, including cutting-edge technology, customized marketing and branding and institutional-caliber investment management.

We also offer our Advisors advanced financial planning, growth capital and succession planning and transition support. This comprehensive package of end-to-end support truly sets RFG Advisory apart from other RIAs.

RFG has also created a culture keenly focused on innovation, collaboration and vision. We’re not only providing the solutions and support our Advisors need now, but well into the future.

What this means for our clients.

We believe this honor is recognition of our commitment to always putting our clients first. At RFG, we realize each of our clients is unique, with their own hopes and dreams. And we’re dedicated to building strong relationships with our clients, listening to their stories and providing the planning and investment management they need to reach their goals.

We’re also committed to simplifying financial planning and investment management and building trust with our clients through honesty, integrity and transparency. Because we don’t just want to work with you today, but we want to work side-by-side with you throughout life’s journey.

There are thousands of financial Advisory firms to choose from — it can seem overwhelming. But when you choose RFG, you can be confident you’ve selected one of the top firms in the country to help you manage your money, prepare for the future and achieve your goals.

Financial Times is one of the world’s leading news organizations, recognized internationally for authority, integrity and accuracy. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

*According to the 2019 Evolution Revolution published by the NRS.

We are a 2020 Financial Times Top 300 RIA.

RFG Advisory was selected out of a pool of 12,993* RIAs based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility.
*2019 Evolution Revolution report is an annual joint study by the Investment Adviser Association (IAA) and National Regulatory Services (NRS),

Are you ready to crush it?


Learn more about joining RFG or a RFG partner firm by talking to RFG’s Business Development Specialist, Kristy Puckett or Terry Bobo. After all, it’s just a conversation — not a commitment, right? You may call Kristy at 205.218.6962 or email her at You can also call Terry at 205.881.5991 or email him at Unleash your growth potential by becoming an independent Advisor affiliated with RFG.

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