Pierson Wealth Management has broken away from the traditional broker-dealer model to launch an independent advisory firm in partnership with RFG Advisory, marking a strategic shift toward greater ownership, flexibility, and long-term enterprise value.
The firm, founded by Ivy Pierson, oversees more than $230 million in client assets and is built on a planning-led approach that delivers a more personalized and adaptable client experience. The move reflects a broader industry trend of advisors seeking independence to better align business ownership with client outcomes and growth objectives.
By transitioning to RFG Advisory’s platform, Pierson gains access to integrated technology, operational infrastructure, and support services while maintaining full control over her business. This includes leveraging RFG’s ClickONE system, which unifies data, workflows, and insights into a single operating platform aimed at reducing operational complexity and improving decision-making.
The shift is intended to allow Pierson to focus more on client relationships, proactive planning, and long-term business development, rather than day-to-day operational burdens. RFG continues to see momentum as more advisors pursue independent models that emphasize ownership, scalability, and enterprise value creation.
Pierson’s launch follows other recent additions to RFG’s platform, underscoring continued growth as the firm positions itself to support advisors seeking autonomy paired with institutional-grade resources.
KEY QUOTES:
“Too many Advisors spend years building businesses where they don’t actually own the outcome. Ivy made a different decision. She’s building something she controls, where the client experience and the future of the business are aligned. That’s exactly the type of Advisor RFG is built for.”
Shannon Spotswood, CEO of RFG Advisory
“I wanted the freedom to build a business that reflects my values and allows me to truly tailor the experience for each client. RFG stood out because it offers the right combination of independence, technology and support. I can maintain ownership of my business while gaining the infrastructure and partnership needed to grow.”
Ivy Pierson, Founder of Pierson Wealth Management
“We’re seeing more Advisors make this move because they want control over how they build and grow their business. Ivy’s launch reflects a broader shift toward models that prioritize ownership, flexibility and long-term enterprise value, and that’s exactly where RFG is focused.”
Ed Swenson, President of RFG Advisory
