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Wedell, Rick

Chief Investment Officer

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Luminaries 2026

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Rick Wedell, chief investment officer and president of RFG Advisory, has become a leading voice in independent wealth management through his ability to translate complex market and economic developments into clear, actionable insights for advisors and investors. As chief investment officer and president of RFG Advisory, Wedell combines institutional investment expertise with practical advisor education, helping advisors navigate volatile markets with greater confidence and discipline. Over the past 18 months, Wedell expanded his influence through his biweekly “Market Commentary with Rick Wedell” video series, where he delivers timely analysis on macroeconomic trends, market conditions and portfolio strategy. Designed to help advisors communicate more effectively with clients and maintain long-term investment discipline, the series has become a trusted educational resource within RFG’s advisor network and beyond through the firm’s public YouTube channel.