Build the independent business of your dreams without compromise. Access end-to-end support, from daily admin tasks to marketing and investment technology.
Location: United States, Alabama, Birmingham
Employees: 51-200
Founded date: 2003
Investors 1
| Date | Name | Website |
| 18.11.2023 | Long Ridge... | long-ridge... |
Mentions in press and media 3
| Date | Title | Description |
| 06.09.2024 | WealthManagement.com Announces 2024 Industry Awards Winners | Judges recognize 84 companies for their outstanding support of financial advisor success from among 287 finalists NEW YORK, Sept. 6, 2024 /PRNewswire/ -- WealthManagement.com, the leading resource for wealth advisors and planners, announced... |
| 02.08.2023 | RFG Advisory Receives Growth Investment from Long Ridge Equity Partners | RFG Advisory, a Birmingham, Ala.-based platform for independent advisors, secured a growth investment from Long Ridge Equity Partners. The amount of the deal was not disclosed. The firm will continue to operate under its existing leadership... |
| 21.03.2023 | AiK2 Insurance Services Proudly Adds New Client RFG Advisory | “To have a business insurance partner like AiK2 who understands the nuances of our industry and effectively mitigates our risk exposure has been beneficial from the start,” said Shannon Spotswood, President of RFG Advisory. MONTCLAIR, N.J. ... |