RFG Advisory, a wealth management firm dedicated to helping independent financial advisers build their business without compromise, has announced it has completed the majority acquisition of RVA Wealth Management, a Richmond, Va.-based advisory firm managing more than $320 million in client assets.
The transaction marks RFG’s first adviser majority acquisition and represents a significant milestone in the firm’s long-term strategy to expand its capital solutions and support advisors through succession, monetization and continued growth.
RVA, a retirement-focused and education-driven planning firm, serves affluent households with an emphasis on income planning, asset preservation and long-term financial confidence. The firm first affiliated with RFG in 2022 and will retain its brand and operate within RFG’s platform as a W-2 partner firm.
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