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Wedell, Rick
Chief Investment Officer
RIAs: Less Than $10 Billion AUM/AUA
Luminaries 2026 Impact Statement
Rick Wedell has helped redefine investment management within the independent wealth management industry through scalable portfolio innovation and disciplined investment leadership. As chief investment officer of RFG Advisory, Wedell oversees the firm’s investment platform, including portfolio construction, asset allocation research and product development, while guiding advisors through increasingly complex market environments with clear, systemized strategies. Over the past 18 months, Wedell spearheaded the launch of Bluemonte, RFG Advisory’s proprietary suite of nine ETFs designed as a fully integrated portfolio construction framework. Built to address the inefficiencies and fragmentation common in traditional portfolio management, Bluemonte simplifies implementation while enhancing consistency, tax efficiency and scalability for advisors. The platform achieved rapid adoption, surpassing $4.65 billion in assets under management within six months
