What departments does RFG Advisory have?

RFG Advisory has employees across 8 departments including Finance, Operations, Business Development, Engineering, Administrative.

What is the largest department at RFG Advisory?

The largest department at RFG Advisory is Operations with 7 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 Behavioral Officer: B. F., Chief Financial Officer: D. N., Chief Of Staff: C. K., Vice President Of Technology And Operations: J. H..

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
185

United States Of America
185

Asia
10

India
7
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

B. F.
Chief Behavioral Officer
Mobile Phone
Email
D. N.
Chief Financial Officer
Mobile Phone
Email
C. K.
Chief Of Staff
Mobile Phone
Email
J. H.
Vice President Of Technology And Operations
Mobile Phone
Email
B. W.
Vice President Of Advisor Relations
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

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

D. L. M.
Investment Advisor
Mobile Phone
Email
Feb 18, 2026
B. M.
Client Service Coordinator
Mobile Phone
Email
United StatesMissouri
Oct 18, 2025
J. G.
Marketing Content Specialist
Mobile Phone
Email
United StatesTennessee
Mar 29, 2026
K. R. G.
Tax Planning Certified Professional® Retirement Income Certified Professional®
Mobile Phone
Email
United StatesMissouri
Apr 07, 2026
R. G.
Wealth Advisor
Mobile Phone
Email
Feb 26, 2026
J. S.
Associate, Revenue Operations
Mobile Phone
Email
United StatesFlorida
Apr 17, 2026
A. W.
Operations Associate
Mobile Phone
Email
United StatesKentucky
Apr 15, 2026
T. T.
Marketing Specialist B2c
Mobile Phone
Email
United StatesMississippi
May 19, 2026
P. G.
Operations Associate
Mobile Phone
Email
United StatesNebraska
Aug 11, 2025
T. G.
Client Service Associate
Mobile Phone
Email
United StatesMissouri
Apr 14, 2026

Frequently Asked Questions

What is RFG Advisory known for?

RFG Advisory was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 1400 Urban Center Drive Suite 475 Vestavia Hills, Alabama 35242 United States; 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 218 employees as of June 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are RFG Advisory's key employees and leadership?

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

Chief Behavioral Officer: B. F.
Chief Financial Officer: D. N.
Chief Of Staff: C. K.
Vice President Of Technology And Operations: J. H.
Vice President Of Advisor Relations: B. W.

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RFG Advisory Employee Directory

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