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RFG Advisory

RFG Advisory

Financial ServicesVestavia Hills, Alabama, United States201-500 Employees

Company overview

Headquarters1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242, US
Phone number+12052186962
Website
NAICS52
SIC738
Founded2003
Employees201-500
Socials

RFG Advisory Email Formats

RFG Advisory uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@rfgadvisory.com), used 67.6% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@rfgadvisory.com
67.6%
{first name}{last name}
johndoe@rfgadvisory.com
24.5%
{last name}{last name}
doedoe@rfgadvisory.com
4.9%
{first name}
john@rfgadvisory.com
2%

About RFG Advisory

RFG Advisory is an award-winning, fully integrated platform designed to help Independent Advisors build their business without compromise. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing and growth, capital strategies, back-office solutions, investment services, technology, IT support, and more. RFG enables Advisors to thrive while organically growing their business. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves. For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services. Third-party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.

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RFG Advisory revenue & valuation

Annual revenue$17,000,000
Revenue per employee$78,000
Estimated valuation?$54,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
Manager
Director

Employees by Department

RFG Advisory has 96 employees across 15 departments.

Departments

Number of employees

Funding Data

Explore RFG Advisory's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2023-09-0111N/A

Funding Insights

1

Number of funding rounds

RFG Advisory Tech Stack

Discover the technologies and tools that power RFG Advisory's digital infrastructure, from frameworks to analytics platforms.

WP Rocket

WP Rocket

Caching

Swiper

Swiper

JavaScript libraries

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

LiteSpeed

LiteSpeed

Web servers

Apple iCloud Mail

Apple iCloud Mail

Webmail

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Zoho

Zoho

CRM

Yoast SEO

Yoast SEO

SEO

Salesforce

Salesforce

CRM

Frequently asked questions

RFG Advisory is located in Vestavia Hills, Alabama, US.
You can reach RFG Advisory at +12052186962.
RFG Advisory was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.
RFG Advisory has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at RFG Advisory

Shannon Spotswood

Chief Executive Officer

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles

RFG Advisory Overview, Address & Contact