RFG Advisory Recruits $100 Million Sweet Life Team, Nearing $9 Billion in AUM
Updated
Updated · Wealth Management · Jul 24
RFG Advisory Recruits $100 Million Sweet Life Team, Nearing $9 Billion in AUM
1 articles · Updated · Wealth Management · Jul 24
Summary
$100 million advisor Brian LaHue moved Sweet Life Financial Planning from Farther to RFG Advisory, pushing the hybrid RIA past $1.5 billion in recruited assets in the first half of 2026.
RFG said LaHue chose its operating system and advisor growth platform; his Indiana-based team of three uses a planning-first model spanning wealth, lifestyle, health and long-term goals.
Nearly $9 billion in total AUM now sits at Birmingham-based RFG, which called the first half of 2026 its strongest recruiting stretch since the firm was founded in 2003.
Recent platform upgrades have supported that pitch, including March's AI-driven ClickONE system, an April investment in Zocks Communications and a June partnership with iCapital for private-market access.