ria
RFG Advisor
VESTAVIA HILLS, AL
CRD: 158401
In PWD coverage since August 18, 2026 · 1 story
$8BRegulatory AUMSEC Form ADV · Sep 25
360EmployeesForm ADV
-26Talent net · 12 months7 in · 33 out
Regulatory AUM · Aug 21 – Sep 25
Talent flow · 12 monthsOn the wire →
Net -26 · 7 arrivals · 33 departures
Arrivals
Advisor
Sep 30 · from RFG Advisory
Advisor
Sep 29
Advisor
Sep 29 · from RFG Advisory
Advisor
Sep 29
Advisor
Sep 29 · from RFG Advisory
Advisor
Sep 28 · from RFG Advisory
Departures
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
Advisor
Sep 22 · destination pending
PWD coverage
practice
Most of the $124 trillion transfer lands with women
Seventy percent of women have never met an advisor; the first meeting is where the transfer's largest client block will be won.