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RFG Advisory merges WFA and Volare Wealth Advisors

PRIVATESep 11, 2026•about 3 hours ago

Acquiring Company

RFG Advisory

Acquired Company

WFA Volare

Birmingham

LouisianaSoftwareFinancial ServicesFinance

Description

RFG Advisory announces the merger of WFA and Volare Wealth Advisors to form WFA Volare. The new entity will manage over $750 million in client assets, combining expertise from both firms. This merger aims to enhance client services rather than simply increase size. The team is focused on supporting various client demographics including women in transition and elite athletes.

Company Information

Company

RFG Advisory

Location

Birmingham, Alabama, United States

About

RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG's investment and technology platform. Additionally, through RFG Capital, the firm buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities.

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M&A Insights

Based on deal data

Integration timeline

70% of M&A integrations take 12-24 months to complete

Tech stack consolidation

83% of merged companies consolidate technology vendors within first year

Post-acquisition investment

Companies increase IT spending by 23% on average after acquisitions

Success factor

M&A deals with strong technology integration plans are 2.5x more likely to succeed

Frequently asked

Who acquired WFA Volare?

WFA Volare was acquired by RFG Advisory, based in Birmingham. The deal was reported on September 11, 2026. RFG Advisory is an innovator in the wealth management industry. RFG Advisory is privately held and operates in Software.

When did RFG Advisory acquire WFA Volare?

RFG Advisory's acquisition of WFA Volare was reported on September 11, 2026. RFG Advisory announces the merger of WFA and Volare Wealth Advisors to form WFA Volare. The new entity will manage over $750 million in client assets, combining expertise from both firms. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does WFA Volare do?

WFA Volare is formed through the merger of WFA and Volare Wealth Advisors. Established to serve clients in transition, the firm manages more than $750 million in client assets. It is staffed by a 16-person team with diverse expertise in financial advising. It is privately held, operating in Financial Services, and is based in Louisiana.

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