RFG Advisory Merges WFA and Volare to Form $750 Million RIA
Updated
Updated · Wealth Management · Sep 11
RFG Advisory Merges WFA and Volare to Form $750 Million RIA
1 articles · Updated · Wealth Management · Sep 11
Summary
$750 million WFA Volare was created after RFG Advisory combined two firms on its platform—WFA and Volare Wealth Advisors—into a 16-person advisory team spanning multiple markets.
RFG said the merger was aimed at strengthening client service rather than simply adding scale, combining WFA’s Louisiana roots with Volare’s niche serving women in financial transition.
The new firm targets retirees, high-earning professionals, women navigating transitions and elite athletes, with advisors including Louisiana’s only NFLPA RIA and former NFL player Brandon Wilson.
The deal extends RFG’s push to build out its nearly $9 billion platform after its first advisor-majority acquisition earlier this year, while the firm says it remains primarily a 1099 RIA platform.