BUSINESS WIRE
RFG adds diverse cohort of Advisors collectively managing over $600M in assets
RFG Advisory Achieves Record Recruitment, Fueling 2024 Growth
MEDIA CONTACT:
RFG@streetcredpr.com
Tom Warburton
347-400-3483
Tommy@streetcredpr.com
Lindsay McCoy
906-322-4982
Lindsay@streetcredpr.com
RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, announces a new wave of advisor partnerships, celebrating a year of significant growth. Since January, RFG has added over $600 million in new assets from recently onboarded advisors, with total assets under advisement (AUA) rising from $4.5 billion to $5.7 billion.
In 2024, RFG nearly doubled its advisor growth from the previous year, adding 21 new advisors compared to 12 in 2023. These professionals bring unique perspectives to their businesses, with many citing RFG's technology support, succession planning, marketing resources and strong culture as key reasons for joining.
The tranche of advisors who joined RFG in recent months includes:
- Vester and Sharon Martin, co-founders of Cheaha Wealth Management, Anniston, Alabama
- Hunter Yarbrough, CPA, CFP®, founder of Lealand Wealth Partners, Nashville, Tennessee
- Ian MacClure, founder of Copper Pass Advisory, Centennial, Colorado
- Letitia “Tish” Berbaum, founder of Blue Sands Wealth, Irvine, California
- Kevin Mautte, CFP® of RVA Wealth Management, Glen Allen, Virginia
- Bill McCollum, wealth advisor, and John Wingo, founder at Wingo Wealth, Shreveport, Louisiana
“We are thrilled to welcome these dynamic Advisors who share our passion for delivering an exceptional client experience,” said Shannon Spotswood, CEO of RFG Advisory. “Our platform empowers Advisors to grow their businesses without compromise, leveraging modern technology alongside comprehensive growth, marketing and compliance support. By removing barriers through entrepreneurial and operational guidance, we create a frictionless path for success. This year’s growth highlights the appeal of our model, and we remain focused on providing Advisors with the resources they need to impact more lives.”
A common theme among this group is their entrepreneurial ambition to run their own business with the support of a true strategic partner like RFG. Husband-and-wife team Vester and Sharon Martin left their previous firm to realize their vision of establishing a family-owned legacy business. They subsequently founded Cheaha Wealth Management, named in honor of land held by Vester’s family since the 1800s.
Yarbrough transitioned from his previous role as a W-2 advisor to establish an independent practice in Lealand Wealth Partners, gaining greater control over client experiences. MacClure left a large national broker-dealer to leverage RFG’s advanced technology and supportive compliance culture, helping him strengthen client relationships and maintain a healthy work-life balance.
Tish Berbaum joined RFG to launch Blue Sands Wealth and build her own brand, drawing on RFG’s robust marketing and branding support. With a focus on ultra-high-net-worth clients and business owner succession planning, she was attracted to RFG's resources and how the StrongHer Money program leans into support for women. RFG's Advisor-first culture continues to attract entrepreneurial Advisors from diverse backgrounds and client niches, each with the common thread of a mission to serve their existing clients better and grow their enterprise value.
Independent firms who are interested in learning more about partnering with RFG can learn more about its platform at rfgadvisory.com.
About RFG Advisory
RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a client experience company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides advisors all the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, advisors who affiliate with RFG Advisory control all the equity in their business and pay a basis point fee for access to RFG's investment and technology platform. Additionally, through RFG Capital, the firm buys stakes in advisor practices to facilitate succession planning and provides loans to advisors to enable the move to full independence. To learn more, visit: rfgadvisory.com. For more information on RFG Advisory's awards, please visit rfgadvisory.com/awards.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
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