Rfg Advisory, LLC

Investment Advisor
in Montgomery, AL

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About this Advisor

Brianne Smith is a personal financial specialist operating in Montgomery, Alabama, with a total of 19 years of financial industry experience. Smith is on the advisory team at Rfg Advisory, LLC. The advisor has gained experience at Rfg Advisory, LLC, Huntingdon College, Warren Averett and Brianne C. Smith, Cpa, LLC. Smith is registered to advise clients in Alabama. Rfg Advisory, LLC is a firm that has its headquarters in Montgomery, Alabama. The company has offices in 16 locations and a total of 64 people on staff. It has $2 billion in assets between its 8,092 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 8,092 accounts, just 9% are associated with high-net-worth investors who have at least $1 million in investable assets. Rfg Advisory, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types billed by Rfg Advisory, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

2740 Central Parkway
Montgomery, AL 36106

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management


AL Average: $1,620,585,161
Total Number of Employees


AL Average: 52
Total Number of Accounts


AL Average: 1,560
Average Account Size


AL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brianne Smith Work History

Brianne has 19 years of experience.

2019 - Present (2 years)

Rfg Advisory, LLC

2016 - Present (5 years)

Brianne C. Smith, Cpa, LLC

2014 - 2019 (5 years)

Huntingdon College

2001 - 2014 (13 years)

Warren Averett


Brianne Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Rfg Advisory, LLC

Matthew Dickinson
Saint Louis, MO
Jordan St Clair
Saint Louis, MO
Donald Lundy
Birmingham, AL
Jonathan Yeager
Birmingham, AL
Counce Drinkard
Birmingham, AL
Jonathan Crosby
Birmingham, AL
James Keith
Williamstown, KY
Gibson Bosworth
Birmingham, AL

This content was compiled from the SEC and FINRA.

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