RFG Advisory
46yrs
Top advisor by experience at RFG Advisory
About the firm
A registered investment advisory firm based in Vestavia Hills, Alabama, with about 71 offices. It manages about $7.97 billion for roughly 17,207 individual clients. Services include financial planning, investment management for individuals and small businesses, managing mutual funds.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$295,694
Assets under management ?$7.97 billion
Individual clients17,207
Median years of experience15
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesManaging mutual fundsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Advisors at RFG Advisory
188Advisors
15Median years of experience
25States with offices
71Offices
Also known as
21:5 Advisors Wealth Management · Wingo Wealth · Willow Private Wealth · Williams Financial Advisors, LLC "wfa" · Whole Story Planning · WFA Volare · Volare Wealth Advisors · Turnpoint Wealth · Treknorth Investment Management · THE Worley Banks Group · Sweet Life Financial Planning · Susko Wealth Advisors
About RFG Advisory
How do I contact RFG Advisory?
Call the main office at 205-397-2450. The main office is at 1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242.
How is RFG Advisory paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does RFG Advisory offer?
Financial planning, Investment management for individuals and small businesses, Managing mutual funds, Retirement plan consulting, Choosing other investment managers, Educational seminars and workshops.
How many advisors work at RFG Advisory?
We list 188 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.