Broker Check

Awards and Recognitions

2024 Top Women Wealth Advisors - Best in State

2024 Top Women Wealth Advisors - Best in State

FEBRUARY 8th, 2024 - This award is a smaller list of women in the field and has similar criteria to their overall Best-in-State Awards (see below) which includes both the number of assets managed by an advisor and qualitative factors such as quality client relationships and business practices.  Shari Moxley Burnum has received this award annually since 2022.

Shari Moxley Burnum and Investor's Resource did not paid a fee to participate or be considered. 

Forbes' Best in State Wealth Advisors

Forbes' Best in State Wealth Advisors

APRIL 4th, 2023 This award attempts to uncover great advisors in all markets, not just the largest ones with large concentrations of wealth.  The Forbes research shows the best advisors to be laser focused on having a positive impact on their clients' lives, wanting to add meaning and value.  This prestigious ranking reflects both qualitative criteria learned from candidate interviews on best practices as well as quantitative data like revenue trends, assets under management, compliance records, and industry experience.  Shari Moxley Burnum has received this award annually since 2022.

Shari Moxley Burnum and Investor's Resource did not pay a fee to participate or be considered. 

Alabama Small Business Award - Silver Award

Alabama Small Business Award - Silver Award

NOVEMBER 30th, 2022 - This award is sponsored by the Business Council of Alabama and the Chamber of Commerce Association of Alabama and is awarded to 4 categories based on business size.  Investor's Resource was one of 46 overall finalists.  The award recognizes businesses based on a variety of civic endeavors, business success, and community involvement. Serving over 100 local chambers throughout the state, CCAA is dedicated to its mission to build stronger chambers of commerce and communities in Alabama through professional development, partnerships and a united voice for business.

Investor's Resource did not pay a fee for consideration or participation.

Best Financial Advisors in Huntsville, AL

Best Financial Advisors in Huntsville, AL

NOVEMBER 1st, 2021 and 2022 Multi-Year Award - Expertise.com reviews the top service professionals in over 200 industries in more than 60,000 businesses.  Candidates are scored on on more than 25 variables across 5 categories to determine business and professional reputation, knowledge, and overall friendly attitude in conducting business.  

Investor's Resource did not pay for a fee to participate or be considered.

Top Registered Investment Advisory Firms

Top Registered Investment Advisory Firms

DECEMBER 31, 2021 Award - RFG Advisory, an innovative and fast-growing platform for independent advisors, was named one of America’s Top RIA Firms by Forbes. The inaugural 2022 Forbes/Shook Top RIA list includes 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals who have decades of experience, not to mention proven track records of seeing clients through market turmoil and preserving their wealth. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank member firms.

RFG Advisory did not pay a fee to participate or be considered..

Top 300 Financial Advisers 2020

Top 300 Financial Advisers 2020

2020 - RFG Advisory was selected out of a pool of nearly 13,000 RIA firms based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility.  They limit the number of advisers from any one state, corresponding to the distribution of millionaires across the United States.

RFG Advisory did not pay a fee to participate or be considered.

Top 50 Wealth Managers - Growth in Assets

Top 50 Wealth Managers - Growth in Assets

2022 - RIA Channel ranks the rate of growth over a 1-year period of RIA firms who are active registered investment advisers (RIAs) and have no regulatory, criminal or administrative violations, with at least $100 million in assets under management.  The list is then refined based on a robust set of criteria, including their impact on wealth management, charitable activities, years in leadership and recognition within the industry.  

RFG Advisory did not pay a fee to participate or be considered.

Executive and Thought Leadership - Finalist

Executive and Thought Leadership - Finalist

2021 and 2022 Multi-Year Award - This award recognizes firms that are driving the wealth, investment and retirement industry forward and whose mission is focused on driving meaningful change.  The award criteria includes  community impact, diversity, executive leadership, and overall thought leadership.  

 LINK for 2021 award 

Neiher Shannon Spotswood, Rick Wedell, or RFG Advisory paid a fee to participate or be considered.

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