RFG Advisory

RFG Advisory is an award-winning hybrid RIA platform headquartered in Birmingham, Alabama, supporting 135+ independent financial advisors managing $7.5B+ in client assets across multiple custodians.

Insights from

Dr. Jordan Hutchison

VP of Technology

RFG Advisory: Enterprise RIA, OneClick Ease of Use

With 135+ advisors and $7.5B in client assets spread across multiple custodians and systems, RFG Advisory needed a data layer that could unify everything. ClickONE, powered by Milemarker, gave them one — and RFG now takes it to market as the platform advisors join them for.

Industry

RIA Platform

Industry

RIA Platform

Company Size

135+ advisors

Company Size

135+ advisors

Founded

2003

Founded

2003

100+

Metrics deployed across trading, compliance, and business intelligence

100+

Metrics deployed across trading, compliance, and business intelligence

6+

Integrated data sources unified into a single data cloud

6+

Integrated data sources unified into a single data cloud

"Our advisors don't have time to be data analysts. They need one place where everything — their book, their trades, their compliance — just works. That's what ClickONE gives them."

- Dr. Jordan Hutchison

/ VP of Technology

Challenge

When you're a multi-custodial RIA platform supporting 135 advisors across the country, your data problem isn't just volume — it's fragmentation. Every advisor, every custodian, every system generates its own version of the truth.

RFG Advisory's advisors relied on Orion for portfolio management, Salesforce for CRM, multiple custodians for custody, and a patchwork of spreadsheets and manual processes to bridge the gaps. Compliance reviews required pulling data from multiple systems. Trading workflows lived in email threads. Advisors couldn't see their own book of business in one place — let alone compare performance across models, custodians, or time periods. The operations team spent hours reconciling data that should have been instantly available, and leadership lacked a real-time view into firm-wide AUM, fee trends, and advisor productivity.

Solution

RFG replaced the patchwork with ClickONE — a unified, AI-powered operating system built on Milemarker's data layer that connects every system into a single source of truth.

Milemarker ingests data nightly from Orion, Salesforce, and RFG's custodial feeds into a Snowflake-native data cloud. From there, over 100 purpose-built metrics power everything advisors and operations teams touch: real-time AUM dashboards, fee analysis by advisor and household tier, automated NIGO trade detection, concentration reporting, and performance benchmarking against blended benchmarks. RFG also deployed Milemarker's workflow engine to digitize their entire trading operations — model changes, new account models, and distributions now flow through a structured request system with status tracking, advisor permissioning, and full audit trails. Salesforce data feeds directly into AI-powered agent tools that give advisors instant context on contacts, tasks, and email history without leaving ClickONE.

Results

For RFG, ClickONE isn't a dashboard bolted onto existing systems — it's the operating layer their advisors run their business from every day, and the product they now recruit on. In 2026 RFG launched it publicly as ClickONE™, a named, market-facing platform spanning client insights, operations, investment workflow, and compliance, with planning, billing, and marketing modules on the roadmap.

100+ metrics deployed across trading, compliance, business intelligence, and client management

6+ integrated data sources unified into a single Snowflake-native data cloud

Full digital workflow automation for model changes, distributions, and new account onboarding.

Real-time compliance monitoring with automated NIGO detection, concentration alerts, and performance outlier flagging

AI-powered Salesforce agent integration giving advisors instant CRM context inside ClickONE

"100+ metrics, six integrated systems, and a full digital trading workflow — that's not just a dashboard, it's the operating system our advisors actually run their businesses from every day."

- Dr. Jordan Hutchison

/ VP of Technology