A Strategic Guide to Ownership, Growth, and Enterprise Value

Affiliation Options for Financial Advisors

Choosing an Affiliation Model Is No Longer a Career Move.

It’s a Business Decision.

Download an RFG Exclusive guide to understand how each affiliation model truly impacts:

Who owns your clients, data, and brand
Whether you’re building transferable enterprise value or just income
How much platform risk you’re exposed to as firms consolidate and strategies change

RFG Helps Independent Advisors Grow

Without Compromise

5x

Advisor Organic Growth Rate

Compared to Industry Average

39

Day's or Less to Transition

80% of Client Assets

Measured in Working Days

$8

Bilion AUM

As of 12/31/2025

Advisor Case Study

How RFG Helped Chris Wedell Embrace Her Passions and Grow Her Business

Chris Wedell was a successful Independent Advisor with more than a decade of experience – but she had rarely thought about growth and often felt her business was “coasting.”

Explore how RFG Advisory gave Chris a “newfound energy” for her career – and helped rapidly grow her business by leaning into both personal and professional passions.

Read the Case Study

Is It Time to Explore a Switch?

Whether you’re simply exploring options or ready to take the next step, a confidential conversation can help you understand what a move could look like for your business, your clients, and your future.

Get the Guide

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.

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