# RFG Advisory

> RFG Advisory is a US registered investment adviser and operating platform for independent financial advisors. It combines technology, investment management, compliance, transitions, marketing, staffing and capital solutions. Advisors can retain their practice ownership, with separate equity and succession arrangements available. RFG reported $9.6 billion in combined assets under management and advisement as of October 7, 2026.

- **Founded:** 2003
- **Headquarters:** Vestavia Hills, United States
- **Founders:** Bobby White (Founder and Executive Chairman)
- **Products:** ClickONE, Bluemonte and Investment Solutions, Transition Services, Marketing Growth Services, RFG Talent
- **Notable:** Company reported $9.6 billion in combined AUM and AUA as of October 7, 2026., Reported more than $1.5 billion in recruited client assets during the first half of 2026., Supported the September 2026 WFA and Volare merger creating WFA Volare with more than $750 million in client assets.

## Products & services

- **ClickONE** — Unified AI-powered advisor operating environment connecting client data, investment workflows, operations and compliance. Its public page labels RFG IQ in development and planning, billing and marketing modules coming soon.
- **Bluemonte and Investment Solutions** — In-house ETF model portfolios, Model Marketplace, separately managed accounts, unified managed accounts, custom indexing, tax strategies, outsourced trading and rebalancing.
- **Transition Services** — Preparation, registration guidance, branding, custodian selection, technology setup, CRM migration and client onboarding support.
- **Marketing Growth Services** — Advisor brand development, websites, content, SEO, campaigns and coordinated practice launches.
- **RFG Talent** — Fractional support from licensed client service associates and administrators.
- **Capital Solutions** — Capital, equity participation, deal support, acquisition and succession options for advisor practices.
- **StrongHer Money** — Advisor training, individual coaching, marketing resources and peer community to better serve women investors. Refreshed growth accelerator introduced in 2025.
- **Compliance, IT and strategic coaching** — Operational support spanning regulatory workflows, cybersecurity, technology support and practice guidance.

## Achievements

- Company reported $9.6 billion in combined AUM and AUA as of October 7, 2026.
- Reported more than $1.5 billion in recruited client assets during the first half of 2026.
- Supported the September 2026 WFA and Volare merger creating WFA Volare with more than $750 million in client assets.
- Named to the Financial Times Top 300 RIAs in 2020, according to its leadership biographies.
- Received two ThinkAdvisor LUMINARY awards in thought leadership and education in 2021, according to its leadership biographies.

## Latest updates

- **2026-10** — Homepage reported $9.6 billion in combined AUM and AUA as of October 7.
- **2026-09** — Supported WFA Volare merger, combining a 16-person team and more than $750 million in client assets.
- **2026-07** — Announced more than $1.5 billion in first-half recruited client assets, including Sweet Life Financial Planning joining from Farther.
- **2026-06** — Announced iCapital partnership for alternatives and structured investments through ClickONE.
- **2026-04** — Announced investment in Zocks and board appointments of Mark Gilbert and Jim Patrick.

## Links

- Website: https://rfgadvisory.com/
- LinkedIn: https://www.linkedin.com/company/rfgadvisory
- Twitter/X: https://twitter.com/RFGAdvisory
- YouTube: https://www.youtube.com/@RFGAdvisory
- Facebook: https://www.facebook.com/rfgadvisory/

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Profile page: https://yespress.io/rfg-advisory
Published by YesPress — https://yespress.io
Last updated: 2026-10-24