On March 31, 2026, RFG Advisory announced that it had acquired RVA Wealth Management.
RFG Advisory (“RFG”) announced, on March 31, 2026, that it had acquired RVA Wealth Management (“RVA”). Under the terms of the transaction, RVA will retain its brand and operate within RFG’s platform as a W-2 partner firm. Further terms of the deal were not disclosed.
RFG, based in Birmingham, Alabama, is a registered investment adviser offering operations, compliance, marketing, and back-office support to independent advisors. As of December 2025, RFG has $7.5 billion in assets under management.
RVA, based in Richmond, Virginia, is a registered investment advisor focused on income planning and asset preservation. RVA has more than $320 million in client assets.
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