RFG Advisory on Tuesday announced it recruited an advisor from Edelman Financial Engines and partnered with him to launch TurnPoint Wealth in Raleigh, North Carolina.
The addition of Tyler Brown, Founder and Wealth Advisor at TurnPoint, builds on “strong first-quarter growth, with more than $500 million in new assets added,” RFG said in a news release.
“The surge of growth we experienced in 2024 has carried into 2025,” said Abby Salameh, Chief Growth Officer at RFG Advisory. “RFG is built to empower Advisors like Tyler—driven professionals who have poured everything into their careers and are now ready to break free, take control, and unleash their entrepreneurial spirit.”
Brown selected RFG as the partner to launch his own firm, providing his clients with “better options, greater flexibility, and a more personalized approach,” according to RFG.
“When I decided the time was right to start my own business, RFG Advisory stood out as the perfect platform,” said Brown. “The support I have now is on an entirely different level—from modern tech tools and efficient back-office systems to a marketing team that actually understands how to help me grow. It’s a game changer for my business—and even more so for my clients.”
RFG also said it recruited Portland, Oregon-based Claudia Porter, who joined RFG Advisory in March as a Wealth Advisor, expanding the firm’s footprint in the Pacific Northwest. Porter “brings a unique perspective to financial advising, combining pedagogical expertise with a deep understanding of personal and professional transformation,” according to RFG.
Prior to joining RFG, Porter was registered as a broker with Cambridge Investment Research from August 2016 to March 2025, according to FINRA’s BrokerCheck.
Porter authored the books “Women, Wealth, and Winning” and “On the Other Side,” which RFG said provided actionable strategies for financial empowerment. She is also heavily involved in various women’s professional networks and financial education initiatives.
“She was attracted to RFG, in part, by the firm’s StrongHer Money initiative,” the firm pointed out.
“I’m delighted that Tyler and Claudia have chosen RFG to continue to build upon their careers,” said Shannon Spotswood, CEO at RFG Advisory.
“Claudia is an amazing woman with an awe-inspiring back story and is perfectly aligned with the work we are doing through StrongHer Money,” Spotswood added. “She’s an accomplished educator, a sought-after financial advisor, and a published author – the complete package and then some.”
StrongHer Money is an education and support platform aimed at helping advisors expand their practices by attracting, retaining and engaging female clients through educational resources, workbooks, investment solutions, prospecting campaigns, turnkey events and a lead generation platform.
In February, RFG recruited advisor Patrick Strodtman, who launched Strodtman Wealth Management with, expanding RFG’s presence in the Dallas-Fort Worth area and becoming the fifth Texas-based advisory team to join the firm. RFG had over $4.9 billion in AUM and almost $6 billion in assets under advisement as of March 31.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
