RFG Advisory, LLC

RFG Advisory is an enterprise registered investment adviser that serves individuals (including high‑net‑worth), charitable organizations, corporations, ERISA retirement plans and other institutional clients. Its service roster includes discretionary portfolio management, financial planning and consulting, retirement plan consulting, referrals to third‑party money managers, and acting as an adviser to exchange‑traded funds.

The firm manages client portfolios using a mix of in‑house model strategies and outside platforms, combining active and passive ETFs, mutual funds, direct indexing, structured notes and access to private investments. RFG integrates third‑party platforms for participant retirement accounts and unified managed accounts, supports 10b5‑1 trading plans, and uses curated alternative‑investment channels to implement tailored solutions for clients.

What distinguishes RFG from many peers is its role as a sub‑adviser to a multi‑ETF suite, which means it both manages client assets and provides investment management to pooled products, and the firm may invest client assets in those products. RFG also maintains an extensive set of platform, referral and custodial relationships (including private‑investment and banking sweep offerings), permits advisors to continue legacy third‑party manager relationships, and highlights practice specializations such as industry‑specific retirement protocols and a firm‑supported financial education program for women — all features that influence how services are delivered and how recommendations are sourced.