RIA innovator strengthens leadership team to accelerate growth, technology innovation and advisor experience

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the appointment of Ed Swenson as President. A seasoned financial services executive with more than 25 years of industry experience, Swenson will partner with Chief Executive Officer Shannon Spotswood, Chief Investment Officer Rick Wedell and Chief Growth Officer Abby Salameh to drive RFG’s next phase of growth and further solidify its position as the premier platform for independent advisors.

Swenson has served on RFG’s board of directors for the past two years and brings a record of building and scaling successful advisory firms. He co-founded Dynasty Financial Partners and most recently led RIA Solutions at Osaic, where he developed strategies for the fast-growing independent advisory channel. His decision to join RFG underscores his conviction that the RIA model represents the winning path for advisors and clients alike.

“After more than two decades in this industry, it’s clear to me that the RIA model is where advisors are able to do their best work for clients, and RFG is delivering the most compelling platform in the market today,” said Swenson. “What drew me to RFG is not only its cutting-edge technology and fully integrated growth services, but also its advisor-centric culture. RFG embodies the ethos of where Advisor vision meets proven execution. This is a team of A-players, and I am excited to help scale this winning model.”

RFG has built a reputation for providing a concierge-level integrated platform that empowers advisors to achieve double-digit organic growth and build enterprise value. Advisors fully embracing RFG’s growth services are experiencing an average 19.5% annualized organic growth, and 12.3% across the broader platform, reflecting the tangible benefits of the firm’s integrated technology, marketing services, coaching, talent, capital solutions and institutional-caliber investment management.

“Ed joining the team marks an exciting milestone in our mission to build the RIA of the future and redefine the independent advisor experience,” said Spotswood. “His proven leadership and operational expertise round out our C-suite and underscores our commitment to 10x our business. This is about building for longevity, honoring our promise to advisors and doubling down on independence.”

Ed’s appointment also allows Wedell to concentrate on expanding RFG’s rapidly growing client-focused investment platform — a key driver of RFG’s value proposition and partnership capabilities — while also delivering capital strategies that address the rising demand from advisors for succession planning and tuck-in acquisitions. Going forward, Spotswood, Swenson and Wedell will serve as Managing Partners for the company.

As RFG continues to grow, Swenson’s appointment reaffirms the firm’s commitment to delivering on its core values: providing an exceptional client experience, walking the walk with a servant heart and growth mindset, and empowering independent advisors to thrive.

Advisors who are interested in learning more about partnering with RFG to build their business should visit rfgadvisory.com.

About RFG Advisory

RFG Advisory is an award-winning platform dedicated to helping Independent Advisors build their business without compromise. An innovator in the wealth management industry, RFG enables Advisors to thrive while organically growing their business. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing and growth, capital strategies, back-office solutions, investment services, technology, IT support, and more. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves. Focused on amplifying independence, Advisors who affiliate with RFG Advisory control all the equity in their business. Through RFG’s Capital option, the firm buys an override in Advisors’ businesses to facilitate succession planning and provides loans to enable the move to full independence. To learn more, visit: rfgadvisory.com. For more information on RFG Advisory's awards, please visit rfgadvisory.com/awards.

Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251001280950/en/