RIA · Independent channel
RFG Advisory
Operate a financial-advisor practice through RFG Advisory’s corporate RIA platform.
- Website
- rfgadvisory.com
- Regulator record
- RFG ADVISORY, LLC (SEC)
Recorded arrivals
4
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
$230M
Reported practice assets · 1 of 4 disclosed
Departure assets
$300M
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Departures went to
Destination firms, by number of teams
01
1
Arrivals 4
Teams joining RFG Advisory in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 13 | Lateral | Wright Park WealthRochester, NY | Wealth EnhancementRIA | Undisclosed | Wealth Management |
| Sep 18 | Lateral | Capstone WealthSandy, UT | B.O.S.S. Retirement AdvisorsRIA | Pending | Citywire |
| Sep 18 | Lateral | Olson Strategic WealthSt. George, UT | B.O.S.S. Retirement AdvisorsRIA | Pending | Citywire |
| Apr 7 | Lateral | Pierson Wealth ManagementSanta Clarita, CA | CeteraIndependent Broker-Dealer | $230M | InvestmentNews |
Departures 1
Teams leaving RFG Advisory in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| May 22 | Lateral | Telos Private WealthBirmingham, AL Dothan, AL Enterprise, AL |
Arkadios CapitalIndependent Broker-Dealer | $300M | InvestmentNews |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.