RFG Advisory Hits $1.5B in Recruited Assets as Advisors Flock to AI-Powered Platform
Event summary
- $1.5B in recruited client assets in H1 2026, a record for RFG Advisory.
- Brian LaHue's Sweet Life Financial Planning team joined from Farther.
- Recent investments include AI-powered Advisor operating system ClickONE and alternative investment capabilities through iCapital.
- First Advisor majority acquisition with RVA Wealth Management completed.
The big picture
RFG Advisory's record recruiting period reflects a broader industry shift where advisors are seeking strategic partners that offer integrated technology, institutional investment capabilities, and operational scale. The firm's investments in AI and alternative investment capabilities position it as a consolidator in the wealth management space, appealing to growth-minded advisory firms looking for scalable infrastructure without compromising independence.
What we're watching
- Recruiting Momentum
- Whether RFG can sustain this pace of advisor recruitment through H2 2026.
- AI Integration
- How the continued investment in AI-powered workflows will impact advisor productivity and client outcomes.
- Strategic Acquisitions
- The pace at which RFG will pursue further acquisitions to expand its capital solutions and advisor growth resources.
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