RFG Adds 21 Advisors, $600M in Client Assets YTD in 2024

RFG Advisory provided a recruiting update on November 21, reporting that it has added 21 advisors in 2024 managing over $600M in client assets.

That tally is nearly double the 12 advisors RFG recruited in 2023 and contributes to an increase in the firm’s total assets under advisement to $5.7B from $4.5B at the start of the year. In recent months, the firm said it has recruited six advisors across the southern and western US.

In the South, the firm added Vester and Sharon Martin of Cheaha Wealth Management in Anniston, AL; Hunter Yarbrough of Lealand Wealth Partners in Nashville, TN; Kevin Mautte of RVA Wealth Management in Glen Allen, VA; and Bill McCollum and John Wingo of Wingo Wealth in Shreveport, LA. Out West, the firm added Ian MacClure of Copper Pass Advisory in Centennial, CO, and Letitia “Tish” Bernbaum of Blue Sands Wealth in Irvine, CA.

Source: https://www.businesswire.com/news/home/20241121186865/en/RFG-Advisory-Achieves-Record-Recruitment-Fueling-2024-Growth