The AmeriFlex Group announced that it welcomed 18 advisors representing more than $1.7 billion in total client assets to its platform during the first half of 2026. The firm is an advisor-owned hybrid RIA known for its planning-first approach and succession solutions.
The firm said it reached its full-year growth goal in six months. With additional advisors expected to join before year-end, AmeriFlex is on pace to reach its previously stated annual growth goal of $3 billion ahead of schedule.
AmeriFlex said most of its 2026 commitments were secured in the first quarter. The firm attributed much of its growth to advisor-focused programs designed to support advisors throughout multiple stages of their careers.
These programs are intended to address challenges tied to growth, client acquisition, succession, and eventual transition. AmeriFlex said its initiatives were built to solve specific advisor needs rather than simply drive operational efficiencies or enterprise value.
The firm’s programs include SuccessionFully, its succession platform, and AmeriFlex Premier+, a financial and transitional wealth planning service for high-net-worth clients. These offerings are designed to help advisors grow, serve clients, and plan eventual transitions on their own terms.
Earlier this year, AmeriFlex enhanced the SuccessionFully platform with AmeriFlex Advisor AI Connection. The tool is powered by Anthropic’s Claude LLM and is designed to identify advisors approaching succession while connecting them with potential buyers whose goals, business models, and transition objectives are aligned.
The AmeriFlex Group operates as The Home for Hybrids. The RIA is owned and operated by its advisor members and partners.
KEY QUOTES:
“We want to remove the obstacles to growth and eventually succession that so many larger institutions and wealth management firms seem to place in advisors’ paths. For too long, firms and platforms have made decisions that help themselves, not their advisors. We don’t see our success as something separate from that of our advisors, and it sets us apart in this industry.”
Thomas Goodson, Founder and CEO of The AmeriFlex Group
“An advisor’s job is to address every aspect of their client’s financial lives. We apply that same standard to how we serve our advisors, from ensuring a smooth transition onto our platform at the start of a relationship to providing the support they need when they eventually retire. We develop programs that enable advisors to better serve their clients, build their practice and take full advantage of their life’s work. That is why we keep growing.”
Jesse Kurrasch, COO of The AmeriFlex Group
