RFG ADVISORY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $6.81B |
| Discretionary | $6.81B100% of AUM |
| Client Accounts | 25,346 |
| Avg Account Size | $269K |
| Employees | 311 |
| Peak AUM | $6.81BMar 2026 |
AUM by Client Type
Total AUM
$6.8B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.8B | +38.0% | +31.5% | +31.6% | |
| Discretionary AUM | $6.8B | ||||
Key Metrics
| Total AUM | $6.81B |
| Discretionary | $6.81B |
| Employees | 311 |
| Client Accounts | 25346 |
| Client Range | 251-500 |
Contact & Location
Address
1400 URBAN CENTER DRIVE
VESTAVIA HILLS AL 35242-2245
Phone
205-397-2450
Filing History
194 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$6.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
Pension Consultant