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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

RFG Advisory

Profile

RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG prides itself on being a client experience company first, a technology company second and hybrid-RIA third. RFG delivers a turn-key integrated platform that provides advisors 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 control the equity in their business and pay a basis point fee for access to RFG's platform.