Best-in-State · rank 33 · Madison, Alabama · listed firm: RFG Advisory | Private Client Services
Identity & firm
- Firm — RFG Advisory | Private Client Services (high)
- “RFG Advisory | Private Client Services” — forbes_shook
- Parent company — gap: not_found_after_search
- Firm type — independent_ria (medium)
- “Private Client Services” — forbes_shook
- Team name — gap: not_found_after_search
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Book of business
- Team AUM ($M) — 339 (high)
- “Team Assets (Custodied): $339M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 2.1 (high)
- “Typical Net Worth of Relationships: $688K-3.5M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — gap: not_found_after_search
- Fee model — not_public (high)
Positioning & marketing
- Website url — gap: not_found_after_search
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- Has podcast — no (low)
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — — (low)
- Press awards — Forbes Top Wealth Advisors 2026 (rank 33) (high)
- “Forbes Top Wealth Advisors 2026, rank 33” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
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