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ria

RFG Advisory

VESTAVIA HILLS, AL

CRD: 158401

In network coverage since September 24, 2026 · 16+ stories

$8BRegulatory AUMSEC Form ADV · Oct 3

360EmployeesForm ADV

1Deals on our tracker

Regulatory AUM · Aug 22 – Oct 3

Deal recordFull tracker →

Sep 8, 26Deal announcedWFA · Volare Wealth Advisors · WFA Volare · $750 — coverage

Network coverage

Data

Advisor moves outpace breakaways 59 to 1 in 30-day tracking

OpenArc Corporate Advisory logged 98 tracked events, ahead of UBS at 95, as advisor moves reached 1,991 in the 30-day window.

practice · Oct 7Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites

the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

The Close · Oct 4Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals

Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements

Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97

Data · Oct 3OpenArc Corporate Advisory tops 30-day tally, ahead of UBS

Data · Oct 3Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches

Data · Oct 22,413 advisors changed firms in 30 days; 22 custody relationships changed hands

Data · Sep 30MissionSquare's two arms log 190 advisor moves in one month

Data · Sep 292,543 advisor moves in 30 days outpace the 771 announced deals

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

Data · Sep 27LPL's $13.5 billion August net new assets rest on a modeled advisory mix

Data · Sep 26The recruiting war isn't being fought over custody

Data · Sep 25MissionSquare's 199 events dwarf the industry's 72 new firms

Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices