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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-08-2011
- Office Locations
- 86
Office Locations
About RFG Advisory, LLC
RFG Advisory offers an independent model for growth-minded advisors, anchored by an award-winning RIA platform. The firm supports advisors with transition execution, on-demand licensed service staff, marketing support and proprietary MarTech, and back-office help across custodian and account workflows. Advisors can also tap institutional-grade investment management, integrated wealth tech, cybersecurity/IT support, and in-house compliance, plus coaching to build enterprise value.
Reported data analysis
What the numbers show
Between November 6, 2025 and August 31, 2026, reported AUM increased 30.2%, from $6.1B to $8.0B.
Across 5 reported observations, AUM increased 192.0% between November 1, 2022 and August 31, 2026, from $2.7B to $8.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 178 advisory representatives and 17,422 clients, or 97.9 clients per representative. That equates to $457.4K in reported AUM per client.
The profile lists 86 reported office locations and 15 years in operation. The source data was last updated on September 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review RFG Advisory, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full RFG Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SHANNON PARROTT SPOTSWOOD
Chief Executive Officer
- CRD
- --
- Ownership
- 5% but less than 10%
FREDERICK GEORGE TRUST WEDELL II
Chief Investment Officer, Financial Advisor
- CRD
- #6701615
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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CHRIS DAVID ABEYTA
Principal
- CRD
- #6403098
Bradford Donald Acton
--
- CRD
- #6641051
Showing 2 of 188 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,969,008,040 | $267,121 |
| Non-Discretionary | $0 | -- |
| Total | $7,969,008,040 | $267,121 |
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Separately Managed Accounts
SMA allocation detail is available
RFG Advisory, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
RFG Advisory, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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