RFG Advisory
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
RFG Advisory: how an enterprise RIA turned its data layer into a product
Most firms use a data platform. RFG Advisory built one into a market-facing product. ClickONE™ — powered by Milemarker — is now the platform 135+ advisors run their business on, and the reason new advisors join.
"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, RFG Advisory
Challenge
RFG had a choice most growing RIA platforms face: keep buying tools to patch the gaps, or own the data layer underneath and build something no competitor could copy.
Supporting 135+ advisors across multiple custodians meant the data problem was never volume — it was fragmentation. Orion held portfolio management, Salesforce held the CRM, custodians held custody, and spreadsheets bridged the rest. Compliance reviews meant pulling from several systems. Trading lived in email threads. Advisors could not see their own book in one place, and leadership had no real-time view of firm-wide AUM, fee trends, or advisor productivity. Buying another point solution would have added a system, not removed one. RFG decided the answer was to own the layer beneath all of them.
Solution
RFG built ClickONE™ on Milemarker's data layer — a unified, AI-powered operating system that connects every system into one source of truth, and that RFG owns outright.
Milemarker ingests data from Orion, Salesforce, and RFG's custodial feeds into a Snowflake-native data cloud that RFG owns. On top of it, RFG built ClickONE: 100+ purpose-built metrics powering real-time AUM dashboards, fee analysis by advisor and household tier, automated NIGO trade detection, concentration reporting, and blended-benchmark performance. Milemarker's workflow engine digitized the entire trading operation — model changes, new account models, and distributions now move through a structured request system with status tracking, permissioning, and full audit trails. ClickONE now spans Client Insights, Operations, Investment Center, and a Compliance Center, with Planning, Billing, and Marketing modules on the roadmap. Because RFG owns the data layer rather than renting a dashboard, each new module ships against data that is already normalized and reconciled.
Results
In 2026 RFG launched ClickONE™ publicly — not as an internal tool, but as the platform they take to market. It is now central to how RFG recruits: advisors join RFG to run their business on it. That is the difference between using a data platform and owning one. The efficiency figures shown here are RFG Advisory's own published estimates for the RFG platform as a whole — ClickONE™ together with the integrated tools that run alongside it — rather than for any single system. RFG derives them from a combination of third-party research, vendor-reported data and a disclosed composite methodology; they are not independently audited, and individual results vary.
ClickONE™ launched publicly in 2026 as RFG's market-facing advisor platform
100+ metrics deployed across trading, compliance, business intelligence, and client management
10+ integrated data sources unified into a single Snowflake-native data cloud RFG owns
Four modules live — Client Insights, Operations, Investment Center, Compliance Center — with Planning, Billing, and Marketing in development
Full digital workflow automation for model changes, distributions, and new account onboarding
"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, RFG Advisory
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