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RFG Advisory

$7.97BAssets under management
as of Oct 2026 · SEC Form ADV

Updated from SEC filings

Type Enterprise RIA · RIA Platform · Set by Advicer.bio

Ownership PE-backed · Long Ridge Equity Partners · Form ADV, Dec 2024

Maximize Your Independence. Build Your Net Worth. Own Your Future.

Vestavia Hills, AL
Visit websiteLinkedIn
190 people on Advicer connected to this.
Assets under management
$8B
+$7.9B since Nov 2011
From Form ADV filings
Advisory staff
178
+165 since Jan 2014
From Form ADV filings
Individual clients
17,207
From Form ADV filings

Tech stack

No one at RFG Advisory has shared their stack yet. Tools marked “spotted on their website” are linked from or built into RFG Advisory's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms.

Service providers

The firms RFG Advisory works with. Tools marked “spotted on their website” are linked from or built into RFG Advisory's own website (a client login, a scheduling link, a form).

News

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