EXCLUSIVE GUIDE

Your Playbook to Earn Beyond the Grid

Have you compared your payout today to what it could look like if you owned your business?

In this guide, we compare the economics of a typical wirehouse Advisor vs. an Advisor at an Independent RIA, and the long-term wealth implications are significant.

(Hint: it adds up to millions over time).

Download your playbook to see how ownership, equity, and control can transform your future.

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Why RFG Advisory?

$7.0B

AUM (As of 10/14/25)

13%

Advisor Organic Growth Rate

39

Days to Transition 80% of Client Assets (On Average)

The Reality of the Grid

Wirehouse firms once represented the gold standard for Advisors, offering stability, structure, and brand recognition. Today, that same structure can limit your growth. Shrinking payouts, restrictive policies, and outdated systems are holding many Advisors back from building true enterprise value.

This guide was designed to help you understand how you can:

Own Your Future

Take control of your business, your brand, and your client relationships, and build something that’s truly yours.

Build Lasting Value

Create equity that compounds over time, building real enterprise value, not just yearly income.

Gain True Freedom

Operate without quotas, grids, or restrictions, and serve clients your way.

The Time Is Now

The opportunity for Advisors to become owners has never been stronger. The independent RIA model is accelerating, with firms now valued at up to three and a half times their revenue and benefiting from long-term capital gains treatment at exit.

This guide shows how independence gives you the power to own your business, scale faster, and build an asset, not just earn a paycheck.

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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