RFG-Backed Merger Creates $750M Wealth Management Firm WFA Volare…

Event summary

RFG Advisory supported the merger of WFA and Volare Wealth Advisors, creating WFA Volare with $750M in AUM.
The combined firm includes a 16-person team across multiple markets, preserving local leadership and client relationships.
RFG completed its first Advisor majority acquisition of RVA Wealth Management earlier in 2026.
WFA Volare specializes in serving retirees, high-earning professionals, women, and elite athletes.
RFG surpassed $1.5B in recruited client assets during the first half of 2026.

The big picture

The merger reflects the broader trend of consolidation in the wealth management industry, as independent advisors seek scale and infrastructure support. RFG's expanding capital solutions strategy positions it as a key player in facilitating these transactions, with a focus on preserving advisor autonomy while driving growth. The deal underscores the increasing importance of niche specialization, particularly in serving women and professional athletes.

What we're watching

Consolidation Pace: Whether RFG can sustain its aggressive growth through further mergers and acquisitions.
Client Retention: How WFA Volare maintains client relationships post-merger amid expanded team and capabilities.
Niche Expansion: The pace at which WFA Volare integrates specialized services for women and elite athletes.