RFG Advisory was selected out of a pool of 12,993* RIAs based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This year’s impressive cohort of elite RIA firms represents nearly 40 different states and Washington, D.C. and has a median AUM of $1.9 billion.
“We’ve spent the past several years hyper-focused on creating a best-in-class, frictionless experience for our clients and advisors,” said Bobby White, Chairman and CEO of RFG Advisory. “The great honor of being named as one of the top 300 RIA firms by the Financial Times, alongside the positive feedback from advisors who are actively utilizing our platforms, underscores the value of prioritizing an exceptional client experience over everything else.”
This prioritization is evident through the turnkey state-of-the-art integrated platform that RFG Advisory offers, all engineered specifically for independent advisors and validated by Wealth Management.com naming RFG a Finalist for Non-Custodial Support Platform of the Year. This nomination highlighted one example of RFG’s innovative approach to serving independent advisors and driving practice growth and client acquisition through StrongHer Money, an educational and prospecting program focused on women. StrongHer gives women access to a network of financial information, support and knowledge, while simultaneously serving as a marketing tool for client acquisition opportunities at scale.
This year’s FT 300 announcement comes amid a global pandemic that has led to uncertainty in the industry.
“No one could’ve predicted the state of the world in 2020,” stated Shannon Spotswood, President of RFG Advisory. “However, by investing millions into building a state of the art fintech platform that is fully scalable, modular, and built for the future – we are positioned to continuing providing our advisors with operational efficiencies, sustained growth and stability even in this volatile market so they in turn can deliver to their clients a truly impactful and personalized experience.”
The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).
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Please reach out to your advisor or visit our website if you have any questions!
RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!
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Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.
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*2019 Evolution Revolution report is an annual joint study by the Investment Adviser Association (IAA) and National Regulatory Services (NRS),