What departments does RFG Advisory have?

RFG Advisory has employees across 10 departments including Entrepreneurship, Operations, Administrative, Human Resources, Consultant.

What is the largest department at RFG Advisory?

The largest department at RFG Advisory is Banking with 3 employees.

Where are RFG Advisory employees located globally?

RFG Advisory has employees across 4 continents and 11 countries including Nepal, India, Iraq, Philippines, Germany.

How has RFG Advisory's team size changed over time?

RFG Advisory's team has decreased from approximately 140 to 132 employees based on available data.

RFG Advisory Employee Directory

Q: Who are RFG Advisory's key employees and leadership?

RFG Advisory's key employees include: Executive Assistant To The Chief Executive Officer: J. B., Chief Of Staff: C. K., President: E. S..

Financial ServicesAlabama, United States201-500 Employees

RFG Advisory operates as a corporate RIA platform in the financial services sector, serving independent financial advisors. It focuses on reducing friction in key processes such as onboarding and compliance to enable faster growth without added drag. Based in Vestavia Hills, Alabama, the firm emphasizes enterprise-grade infrastructure and a community oriented toward advisor success.

Its target clients are independent advisors seeking scalable wealth management capabilities within a regulated framework, with securities offered through Private Client Services and investment advice provided by RFG Advisory as a registered investment adviser separate from Private Client Services. In 2026, the company announced a partnership with iCapital Network to broaden access to alternative investments and structured products via its ClickONE platform.

RFG Advisory Global Highlights

North America
189

United States Of America
189

Asia
11

India
8
Nepal
1
Iraq
1
Philippines
1

Europe
5

Germany
1
Spain
1
Bosnia And Herzegovina
1
France
1
Ukraine
1

South America
1

Argentina
1

RFG Advisory's Leadership

C. K.
Chief Of Staff
Mobile Phone
Email
E. S.
President
Mobile Phone
Email
J. B.
Executive Assistant To The Chief Executive Officer
Mobile Phone
Email
K. C.
Owner
Mobile Phone
Email
S. Z.
Owner
Mobile Phone
Email
D. S.
Senior Vice President
Mobile Phone
Email
J. S.
Senior Vice President
Mobile Phone
Email
S. P.
Senior Vice President
Mobile Phone
Email

RFG Advisory Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Human Resources
Business
Accounting
Other
Legal

Contact profiles from RFG Advisory

Name

Title

Contact Info

Location

Last Update

M. G.
Hr Manager
Mobile Phone
Email
Philippines
Jan 12, 2026
M. S.
Wealth Manager
Mobile Phone
Email
Oct 16, 2024
V. G.
Human Resources Manager
Mobile Phone
Email
IndiaTamil Nadu
Apr 14, 2026
S. H.
Assistant Manager
Mobile Phone
Email
IndiaMaharashtra
Jun 17, 2026
D. L. M.
Investment Advisor
Mobile Phone
Email
Jun 26, 2026
R. G.
Wealth Advisor
Mobile Phone
Email
Jun 27, 2026
D. J. K.
Certified Financial Planner
Mobile Phone
Email
Apr 15, 2026
C. J.
Client Services Associate
Mobile Phone
Email
Oct 23, 2024
D. K.
General Securities Representative
Mobile Phone
Email
Oct 23, 2024
J. T.
Administrative Assistant
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is RFG Advisory known for?

RFG Advisory was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-205-397-****

. Explore RFG Advisory's company overview page for more information.

What is RFG Advisory's most common email format?

RFG Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RFG Advisory email formats with LeadIQ.

How many employees does RFG Advisory have currently?

RFG Advisory has approximately 223 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are RFG Advisory's key employees and leadership?

As of July 2026, RFG Advisory's key employees include:

Chief Of Staff: C. K.
President: E. S.
Executive Assistant To The Chief Executive Officer: J. B.
Owner: K. C.
Owner: S. Z.

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RFG Advisory Employee Directory

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