RFG provides a turn-key integrated platform that provides independent wealth management advisors with tools and resources to manage and grow their practices. The platform includes cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support.
Location: United States, Alabama, Birmingham
Employees: 51-200
Founded date: 2003
Investors 1
| Date | Name | Website |
| 18.11.2023 | Long Ridge... | long-ridge... |
Mentions in press and media 6
| Date | Title | Description |
| 01.04.2026 | RFG Advisory: Majority Acquisition Of RVA Wealth Management Expands Capital Solutions Strategy | RFG Advisory, a hybrid registered investment advisor platform based in Birmingham, Alabama, has completed its first majority acquisition by acquiring RVA Wealth Management, marking a significant milestone in its capital solutions strategy a... |
| 12.03.2025 | Zocks: Revolutionizing Financial Advisory with AI-Powered Insights | In the bustling world of finance, where every second counts, Zocks emerges as a beacon of innovation. This San Francisco-based startup has recently secured $13.8 million in Series A funding, a significant leap towards transforming how finan... |
| 11.03.2025 | Zocks: $13.8 Million (Series A) Raised For AI-Based Client Intelligence For Financial Advisors | Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information and integrates with key business and records systems to accelerate workflows, announced it has raised a $13.8 mill... |
| 06.09.2024 | WealthManagement.com Announces 2024 Industry Awards Winners | Judges recognize 84 companies for their outstanding support of financial advisor success from among 287 finalists NEW YORK, Sept. 6, 2024 /PRNewswire/ -- WealthManagement.com, the leading resource for wealth advisors and planners, announced... |
| 02.08.2023 | RFG Advisory Receives Growth Investment from Long Ridge Equity Partners | RFG Advisory, a Birmingham, Ala.-based platform for independent advisors, secured a growth investment from Long Ridge Equity Partners. The amount of the deal was not disclosed. The firm will continue to operate under its existing leadership... |
| 21.03.2023 | AiK2 Insurance Services Proudly Adds New Client RFG Advisory | “To have a business insurance partner like AiK2 who understands the nuances of our industry and effectively mitigates our risk exposure has been beneficial from the start,” said Shannon Spotswood, President of RFG Advisory. MONTCLAIR, N.J. ... |