RFG Advisory

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RFG Advisory RFG Advisory is an award-winning, Corporate RIA platform designed to help Independent Advisors build their businesses without compromise.

RFG Advisory is a fully-supported platform designed to help Independent Advisors build their businesses without compromise. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing, back-office solutions, investment services, technology, IT support, and more. RFG's award-winning, fully integrated platform enables Advisors to thrive while organically growing their businesses. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves.

Boston, we'll see you at IMPACT 2026!Dr. Jordan Hutchison, Kristy Puckett, and Shane Weaver are heading to Schwab IMPACT...
10/26/2026

Boston, we'll see you at IMPACT 2026!

Dr. Jordan Hutchison, Kristy Puckett, and Shane Weaver are heading to Schwab IMPACT October 27-29.

At RFG Advisory, we're building an AI-powered RIA platform that simplifies the day-to-day of running an independent business, gives Advisors more time for clients, and helps them grow while maintaining ownership and control.

Heading to IMPACT? Let's connect and talk about how we're building the RIA of the Future™.

📍 Boston, MA | October 27-29

10/26/2026

The midterm elections are approaching, but the biggest market reaction may come from what investors don't expect.

With markets already pricing in potential election outcomes, the results themselves may have less impact than the headlines suggest.

What could move markets? A surprise.

In RFG Advisory's latest Market Commentary, CIO Rick Wedell breaks down why investor expectations matter, how unexpected election results could trigger short-term volatility, and why political outcomes may have less influence on long-term market performance than investors think.

Watch the full Market Commentary for Rick's perspective on what could surprise markets: https://hubs.li/Q04CmlNy0

Fidelity's $100M Minimum | November 3Fidelity's $100M custody minimum is forcing a decision. But the opportunity may be ...
10/26/2026

Fidelity's $100M Minimum | November 3

Fidelity's $100M custody minimum is forcing a decision. But the opportunity may be bigger than the challenge.

For Advisors navigating the new minimum, there are three potential paths forward: change custodians, join an independent RIA platform, or merge with another business.

Each comes with different economics, tradeoffs, and implications for the future of your business.

At RFG Advisory, we believe this is an opportunity to look beyond custody and ask a bigger question: Which model gives you the most direct path to your goals while helping you retain ownership, reduce complexity, and build long-term enterprise value?

On November 3, RFG Advisory is hosting an on-demand webinar featuring Shannon Spotswood and Josh Tomolak of Diamond Consultants. Together, they'll break down the three paths forward, the financial considerations behind each, and what Advisors should know before making their next move.

Your next move should do more than meet a minimum.

Get notified when the webinar drops: https://hubs.li/Q04Ch5NK0

Cape Cod, you were good to us! 💙Our 2026 Owner's Retreat brought together RFG's Advisor owners and their spouses to conn...
10/23/2026

Cape Cod, you were good to us! 💙

Our 2026 Owner's Retreat brought together RFG's Advisor owners and their spouses to connect, exchange ideas and help shape what's next for RFG.

We shared exciting updates across ClickONE™, AI, business intelligence and capital solutions, all focused on creating more opportunities for Advisors to grow their businesses, strengthen client relationships and build long-term enterprise value.

Just as important was hearing directly from our Advisors, challenging our thinking and strengthening the relationships that make RFG different.

Our Advisors have a direct voice in where RFG is headed, and we're excited to keep building the RIA of the Future™ together!

Until next time, Cape Cod!

Four wishes funded. And we're not done yet! 💙Through RFG Advisory's annual Crush It for Charity campaign, we've raised e...
10/23/2026

Four wishes funded. And we're not done yet! 💙

Through RFG Advisory's annual Crush It for Charity campaign, we've raised enough money to help grant four life-changing wishes for children by partnering with Make-A-Wish Alabama.

Throughout October, Team RFG has been putting in the miles, coming together and rallying around a cause that means so much to our community.

And with a fifth wish in sight, we're keeping the momentum going!

Learn more about the cause and how you can get involved: https://hubs.li/Q04C53gs0

Some of the best days on the golf course have nothing to do with the scorecard. ⛳💙Team RFG hit the course in Birmingham ...
10/21/2026

Some of the best days on the golf course have nothing to do with the scorecard. ⛳💙

Team RFG hit the course in Birmingham for Make-A-Wish Alabama's 2026 Putt Wishes First Golf Tournament as part of our annual Crush It for Charity initiative.

Giving back is part of who we are at RFG, and there's nothing better than seeing our team and community come together to help grant life-changing wishes for children facing critical illnesses.

Learn more about Make-A-Wish Alabama: https://hubs.li/Q04BVjCz0

10/20/2026

Fidelity forced a decision. Advisors have an opportunity to think bigger.

For Advisors impacted by Fidelity's $100M custody minimum, the next move shouldn't just be about finding a custody solution. It's an opportunity to rethink how they want to grow, where they spend their time, and what they need from a long-term partner.

Shannon Spotswood sees an opportunity to turn an unexpected disruption into a better business decision.

At RFG Advisory, we're building a model where Advisors maintain ownership and control while gaining the technology, infrastructure, and support to spend less time managing complexity and more time growing their businesses.

Don't just solve for custody. Make your next move count.

Watch the full conversation: https://hubs.li/Q04BMjBC0

Cape Cod, here we come!This week, we're bringing together RFG's Advisor owners and their spouses for our 2026 Owner's Re...
10/19/2026

Cape Cod, here we come!

This week, we're bringing together RFG's Advisor owners and their spouses for our 2026 Owner's Retreat.

Our Advisors have a direct voice in where RFG is headed, and this retreat is an opportunity to talk about the future of our industry, challenge our thinking and align on what's next.

We're also excited to share updates across several key areas, including:
🔹 ClickONE™: The latest advancements in AI and automation designed to eliminate more administrative work and give Advisors hours back each week.
🔹 Business Intelligence: New capabilities to help Advisors make smarter decisions about growth, profitability, capacity and where to focus next.
🔹 Capital Solutions: Updates on how we're expanding opportunities for Advisors to access capital to accelerate recruiting, acquisitions and expansion, while helping Advisors build long-term enterprise value.

Just as important is the time we'll spend together, hearing directly from our Advisors and their spouses, exchanging ideas and strengthening the relationships that make RFG different.

Looking forward to a great week in Cape Cod!

From managing hedge funds on Wall Street to leading RFG Advisory, Shannon Spotswood has never been one to follow the tra...
10/16/2026

From managing hedge funds on Wall Street to leading RFG Advisory, Shannon Spotswood has never been one to follow the traditional playbook.

In her latest interview with Citywire RIA, Shannon reflects on the experiences that shaped her leadership, her path to CEO, and the perspective she brings to building the future of wealth management.

At RFG, that mindset is shaping how we're challenging the traditional wealth management model, bringing together technology, people, and support to give Advisors greater control over their businesses and the freedom to build on their terms.

Watch the full interview: https://hubs.li/Q04Blhfv0

AI is just the tip of the iceberg.For Financial Advisors, the real opportunity isn't just what AI can do. It's what beco...
10/15/2026

AI is just the tip of the iceberg.

For Financial Advisors, the real opportunity isn't just what AI can do. It's what becomes possible when the data, technology, and workflows behind their business work together.

That's what RFG Advisory is building through ClickONE™, our integrated operating system designed to reduce friction and give Advisors more time for clients and growth.

In a recent webinar with Milemarker, RFG's Dr. Jordan Hutchison breaks down why AI initiatives stall and what it actually takes to put AI to work across an Advisor's business.

Watch the recap: https://hubs.li/Q04Bd1N50

Address

1400 Urban Center Drive, Ste 475
Birmingham, AL
35242

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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