RFG Advisory

Thanks, Kirk, for sharing your story and allowing us to be part of your journey.

Every Advisor's path is different. Our role is to help advisors gain clarity, explore their options, and make the decision that's right for their business, clients, and future.

If you're thinking about ownership, independence, or what's next for your business, Kirk's conversation with Corey Walen offers valuable perspective.

Watch the full episode:

This $100M Advisor Left His RIA After 12 Years for Supported Independence – with Kirk Licata Kirk Licata, CFP® spent 12 years at the same RIA before deciding it...

The industry is changing, and so are the expectations Advisors have for the partners they choose.

More growth-minded Advisors are looking for an operating partner that combines innovative technology, institutional investment capabilities, operational excellence, and dedicated growth resources to help them build stronger businesses.

We're proud to share that RFG surpassed $1.5 billion in recruited client assets during the first half of 2026, marking the strongest recruiting period in our firm's history. This milestone reflects years of intentional investment in helping Advisors grow without compromise.

If you know there's more ahead for your business, let's talk. Discover what becomes possible with the right operating partner.

Read the full release and connect with our team today.

https://hubs.li/Q04q4F200

250 years ago, independence became something worth fighting for.

It still is.

RFG Advisory offices will be closed Friday, July 3rd, through Monday, July 6th, in observance of Independence Day.

For decades, payout percentages drove recruiting conversations.

That's changing.

Advisors are increasingly thinking like business owners, evaluating ownership, enterprise value, succession planning, and long-term scalability instead of short-term economics.

The RIA model is winning because it aligns with where the industry is heading.

Read our latest blog and download our Affiliation Models Comparison Guide to see which model might be right for you: https://hubs.li/Q04nd4Wq0

🏆 We’re honored to share that RFG Advisory brought home both Marketing Team of the Year and Compliance Team of the Year at the 2026 InvestmentNews Excellence Awards.

These awards are especially meaningful because they reflect two areas that are core to how we support Advisors.

At RFG, compliance is not built as a "no" department. It’s built as a strategic partner. Our team approaches every challenge with a simple question: "How can we get there?" That mindset helps Advisors move forward with confidence while maintaining the highest standards of oversight and protection.

The same philosophy drives marketing. Our marketing team is intentionally built to do more than create content. Our focus is helping create the conditions for Advisors to achieve double-digit organic growth.

These recognitions belong to an incredible group of people who show up every day with a servant's heart, a growth mindset, and a relentless commitment to helping Advisors build their businesses without compromise.

Stay tuned. 👀We have some exciting things in the works on both the marketing and compliance front that we'll be sharing later this year.

Congratulations to our teams, and thank you to InvestmentNews for the recognition.




Disclosures: These recognitions were announced on June 24, 2026, by InvestmentNews. The survey period ran from December 1, 2025 through February 27, 2026. There was no compensation exchanged in consideration for these recognitions. For more information, visit https://hubs.ly/Q04mG3C-0

RFG Advisory is closed today in observance of Juneteenth.

A day worth pausing for. A history worth honoring.

Wishing everyone a meaningful day of reflection and remembrance.