RFG Advisory strengthened its wealth management platform throughout 2025 by implementing several strategic technology and service upgrades. The firm focused on helping independent financial advisors build enterprise value. So, they brought in new AI-powered tools such as Zocks and Wealth.com to their ecosystem. These upgrades are designed to evolve the routine tasks that are compliance related and to accelerate the workflows of those professionals who are busy and have little time.
The firm further diversified its investment options through the introduction of a new range of Bluemonte ETFs. These funds are designed to assist advisors in constructing portfolios that are more tax-efficient. Besides, RFG Advisory has substantially increased its assets under management to $7.3 billion as of the end of 2025. This is a considerable upward movement from the $5.6 billion that was hovering at the beginning of the year.
Strategic Leadership and Advisor Growth
The firm also appointed Ed Swenson as President to lead its next phase of expansion. His arrival coincided with the addition of several new advisor teams across the United States. Furthermore, the launch of the StrongHer Money program provided resources specifically for serving women investors. This initiative helps advisors tap into a rapidly growing market segment.
“Advisors don’t need more noise or empty promises. They need a platform that truly elevates their work. Every action we took this year supports that mission. We are focused on building the future of independent advice.”
Shannon Spotswood, CEO of RFG Advisory, emphasized that these platform advancements eliminate friction for her partners. In short, the company is going into 2026 with a positive line of organic growth and a contemporary technological base. With these means, there is no doubt that advisors are free from distractions and can dedicate themselves fully to the best interests of their clients.
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News Source: Businesswire.com
