RFG Advisory

Employees 45 | Firm Type Hybrid | CEO Bobby White | Location Birmingham, Alabama | Primary Custodian TD Ameritrade Institutional |*First-time winner!

Employees at RFG Advisory celebrate new hires with team lunches. The firm offers weekly virtual team huddles that include motivational speaking and recognition for a job well done. Employees participate in Wonderful Wednesdays, where team leadership picks a team member they haven’t connected with and reaches out to check in. New employees take part in the company’s mentorship program to ensure that they feel supported as they join the team.

In response to the pandemic, RFG went remote and implemented a rigorous communications plan. The CIO began filming investment updates for advisers and clients multiple times a week. As the firm has returned to office work, it’s adopted a more flexible schedule