Prodia | $15,000,000 | (Jul 3, 2024)
BoldHue, Inc. | $3,400,000 | (Jul 3, 2024)
Redactive | $7,500,000 | (Jul 3, 2024)
RFG Advisory
United States
- Vestavia Hills, AL
- 02/08/2023
- Unknown
- Undisclosed Amount
RFG Advisory is a hybrid RIA firm built around a service first culture – we take care of our Advisors so that they can take care of their clients. RFG delivers a fully-integrated platform engineered to power the independent Investment Advisor by offering a wide range of services, from a cutting-edge technology to compliance, investment management, operations, team management practice consulting and branding/marketing support. Experienced in M&A, we grow through succession-driven acquisitions or independent advisor affiliation. Our goal is to be the partner of choice for growth-oriented Advisors, to thrive in the midst of disruption in the wealth management industry and above all to enable Advisors to be in business for themselves, not by themselves.
Advisor led and professionally managed, RFG Advisory’s team wakes up every day thinking about how we can create value for our Advisors. We believe it speaks volumes that our talented employees are solely focused on delivering solutions to help grow an Advisor’s practice.
Join Us – Your Future is Our Priority.
For a list of states in which we are registered to do business, please visit www.rfgadvisory.com.
Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services
Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.
- Industry Financial Services
- Website https://rfgadvisory.com/
- LinkedIn https://www.linkedin.com/company/rfgadvisory/
Related People
Bobby WhiteFounder
United States -
Birmingham, Alabama
As a wealth manager and CEO/Chairman of RFG, my mission is to provide prosperous business owners, high net worth families and independent advisors with the proper tools and channels to achieve success.
I believe that success cannot be measured through transactions. As a wealth manager and advisor for many years, Relationships with clients is of utmost importance to me. Here at RFG we pride ourselves on developing and maintaining ALL of our client relationships.
Our wealth management solutions at RFG Advisory are designed to offer targeted responses in the most needed areas for each individual client. We offer four major divisions of services for individual clients and Advisors who join our family.
*High net worth private client
*Institutional and Foundations
*Retirement Services
*Member/ Advisor channel
Have you ever considered which advisory practice structure best fits you?
Does your current structure limit your growth? Your client’s best interests?
RFG desires to educate you concerning your options, to better optimize your practice in pursuit long term growth and client satisfaction. I invite you to visit our website to learn more about this unique advisor business model.
www.rfgadvisory.com
Named a Top 300 RIA in the U.S. by the Financial Times, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and institutional-caliber investment management solutions.
Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness
Vida Global | $3,000,000 | (Jul 3, 2024)
Steep | $4,303,680 | (Jul 3, 2024)
Cluby | $3,117,935 | (Jul 3, 2024)
Watchyourhealth.com | $5,000,000 | (Jul 3, 2024)
Tembo(US) | $14,000,000 | (Jul 3, 2024)
Wify Technologies | $2,993,443 | (Jul 2, 2024)
Blueroomcare Business | Undisclosed Amount | (Jul 2, 2024)
Comet(INDIA) | $5,000,000 | (Jul 2, 2024)
Cautio | $778,300 | (Jul 2, 2024)