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RFG Advisory competitors & alternatives
The 12 closest competitors and alternatives to RFG Advisory — ranked by similarity to what RFG Advisory actually does, not by market-cap band.
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About RFG Advisory
RFG Advisory is a fully supported independent RIA platform headquartered in Birmingham, Alabama, designed to help independent financial advisors build and grow their businesses.
RFG Advisory at a glance
RFG Advisory is a company headquartered in United States. Its most recent funding round, Growth, closed in August 2023. Xcout tracks 11 named people at RFG Advisory, including Shannon Spotswood (CEO).
RFG Advisory leadership
- Shannon SpotswoodCEO
- Ed SwensonPresident
- Doug NelsonChief Financial Officer
- Rick OhlrichChief Compliance Officer
- Rick WedellChief Investment Officer
- Bobby WhiteExecutive Chairman
5 more named people on record for RFG Advisory, with roles, board committees and tenure — see the full roster →
RFG Advisory funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Growth | Undisclosed | 1 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Top 12 RFG Advisory competitors
Ranked by semantic similarity — how close each company is to RFG Advisory by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Financial Services
Victory Financial Group operates an advisor-owned Registered Investment Advisor (RIA) platform that supports independent financial advisors with practice management, compliance, technology, and wealth management infrastructure. The company serves independent financial advisors by helping them build practices, as well as individual clients seeking financial planning, investment management, and insurance solutions.
Financial Services
Dynasty Financial Partners provides technology, investment-management, and operational support to independent wealth-management firms and registered investment advisors (RIAs). Its platform helps advisors launch, manage, and scale independent practices while serving high-net-worth and affluent clients.
Asset Management
Cetera Financial Group is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals, and financial institutions with market and investment research, client-service platforms and technologies, trade execution and portfolio management services, and back-office support.
Financial Services
Kestra Financial Holdings GP LLC operates as an independent broker-dealer and registered investment advisor (RIA) platform. It provides practice enrichment, service, and technology solutions to support financial professionals and wealth management practices.
Financial Services
Commonwealth Financial Network is an independent broker-dealer and registered investment adviser that provides back-office support, technology, and business solutions to independent financial advisors.
Close match by what they do
Regions Financial Corporation is a financial services company headquartered in Birmingham, Alabama. It is a publicly traded entity on the NYSE that provides comprehensive banking and financial solutions nationwide.
Close match by what they do
Waverly Advisors is a wealth management firm founded in 1999 in Birmingham, Alabama, United States. The company's mission is to provide objective, client-first financial guidance, offering tailored wealth management and financial services.
Close match by what they do
Advisor Group Holdings, Inc. is the parent company of Advisor Group, a network of independent broker-dealers and registered investment adviser firms in the United States. It provides financial professionals with brokerage, advisory, technology, compliance, practice-management, and other support services for serving individual and institutional clients.
Wealth Management
Rise Growth Partners is a growth capital and strategic partner that invests in wealth management firms and registered investment advisors (RIAs). The company provides capital, strategic guidance, operational optimization, and industry expertise to help successful wealth management businesses scale and achieve inorganic and organic growth.
Wealth Management
BFG Wealth Management is a Dallas-based wealth management firm that specializes in precision-focused investment management. The firm helps successful individuals and families grow and preserve their wealth through customized and strategic portfolios.
Financial Services
ReDefine Capital Partners provides advisory services for breakaway advisors, helping them achieve independence, buy or sell a Registered Investment Advisor (RIA), create a new RIA, and grow or join an existing RIA. The firm serves financial advisors looking to navigate transitions and build their independent practices.
Financial Services
Hightower Advisors operates as a wealth management platform and registered investment advisor that partners with independent financial advisory practices. The company provides growth-oriented advisors with operational scale, resources, and investment solutions to help them serve their clients. Additionally, it connects individual investors with fiduciary financial advisors.
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