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Build Your Net Worth.
Own Your Future.

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See the Video: Independent But Never Alone
  • Investmentnews Award 2024
  • Forbe's Top 100 RIA Firms 2023
  • SmartAsset names RFG Advisory as Top 100 Fastest Growing RIAs
  • Who's Who Award
  • Orion Advisor Tech Growth Award
  • Top 100 RIA Firms
  • WealthManagement.com 2022 Award Winner
  • Financial Times 2020 Top 300 RIA
  • Investment News 2020 Women to Watch
  • Investment News 2021 Finalist Icons and Innovators
  • Executive Thought Leadership and Education 2021 ThinkAdvisor Luminary
  • Barrons Money Management Institute 2020 Finalist Doing Good
  • RIA Channel 2022 Top 50 Wealth Managers by Growth in Assets
  • Investment News 2021 and 2022 Best Workplace for Advisors
  • Industry Awards 2021 and 2022 Finalist Wealthmanagement.com
  • Wealth Solutions Report Pathfinder Award 2022 Top Women Leaders in Wealth Management
  • Orion Advisor Tech 2021 Partner of the Year
  • Thought Leadership and Education 2021 ThinkAdvisor Luminary
  • Women in Asset Management 2021 Advocate of the Year Shortlisted
  • Companies to Work for in the Nation 2021 Best and Brightest
  • Individual Executive Leadership 2022 ThinkAdvisor Luminary
Learn About Our Awards

Join RFG Advisory

Partner with RFG Advisory.

When you partner with RFG, our award-winning platform built for independent Advisors will give you the freedom to do what you do best: serve your clients the way you’ve always wanted to.

Why Choose RFG?

Meet the RFG executive team.

We proudly lead RFG as a service company first, a technology company second and an RIA third. Along with our award-winning practice management platform, it is RFG's culture of a servant heart and warrior mindset that is helping Advisors deliver an unforgettable client experience, build enterprise value and maximize their independence.

Learn About Who We Are

Are you ready to crush it?

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Kristy Puckett Schedule a Call with Kristy
Independence is the name of the game — and RFG is absolutely where you need to be.

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 kpuckett@rfgadvisory.com. You can also call Terry at 205.881.5991 or email him at tbobo@rfgadvisory.com. Unleash your growth potential by becoming an independent Advisor affiliated with RFG.

Terry Bobo Schedule a Call with Terry