A Practical Guide for Growth-Minded Advisors

Affiliation Options for Financial Advisors

Ready to Choose Your Path?

Download Affiliation Options for Financial Advisors and get:

  • A clear breakdown of affiliation models (with real-world firm examples)

  • A comparison matrix to help you align your decision with your goals

  • Insights on trade-offs, benefits, and branding implications

  • An inside look at how RFG Advisory supports Advisors

 

 

 

RFG Advisory Helps Advisors Grow

$6.5B

Total AUM
As of 6/30/25

13%

Average Advisor Growth YoY
*Represents net contributions - distributions excluding market appreciation for Advisors from 1/1/24 - 12/31/24. 

85

Net Promoter Score from Advisors
 As of 3/1/24
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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. 

Which Affiliation Model is Right for You?

Find the model that fits your vision.

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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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