A complete list of active advisors currently associated with RFG Advisory, LLC

Warmer can help you find a great advisor at RFG Advisory, LLC or one who fits your needs even better.

RFG Advisory provides investment and planning services to a broad mix of clients, including individual and high‑net‑worth investors, corporate and retirement plan sponsors, and other institutional clients. Services described in its brochure include discretionary portfolio management, financial planning and consulting, retirement plan consulting and participant-level advisory through technology platforms. The firm manages model‑based strategies that include ETF and mutual fund model portfolios, direct indexing, tax‑aware implementation and periodic rebalancing, and it uses a risk‑focused, top‑down asset allocation process. RFG also integrates multiple third‑party platforms and managers (including SMArtX, curated alternative platforms and sub‑advisers) to deliver unified managed and separately managed account solutions. A distinctive feature is that RFG serves as sub‑adviser to an affiliated family of actively managed Bluemonte ETFs and may allocate client assets to those funds, a practice it discloses in its regulatory materials. The firm’s operating model combines that ETF sub‑advisory role with curated alternative investment access, annuity and fintech platform partnerships, participant‑level retirement solutions, and targeted client education offerings (including a no‑cost program for women), which together differentiate it from many peers.

To learn more about the advisors currently working at RFG Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.