The AmeriFlex Group® Welcomes 17 Advisors, Representing More than $1.4 Billion in Total Client Assets, in Q3 2026

Firm exceeds $3.1 billion in new total client assets through first three quarters and is on track to complete the year with over $4.9 billion in new assets

LAS VEGAS, Oct. 21, 2026 /PRNewswire/ -- The AmeriFlex Group^® (or "the firm"), an advisor-owned hybrid RIA recognized for its planning-first approach and succession solutions, today announced it has recruited 17 new advisors representing more than $1.4 billion in total client assets during the third quarter of 2026. With the advisors expected to join the firm before year-end, AmeriFlex expects to finish 2026 with more than $4.9 billion in new client assets, nearly $2 billion above its stated annual growth goal of $3 billion.

The firm's advisor-focused programs have been built to address the often unmet needs of advisors throughout the life of their practices. From SuccessionFully®, AmeriFlex's first-of-its-kind succession platform, to AmeriFlex Premier+, a financial and transitional wealth planning service for high-net-worth clients, the firm has continued to invest in resources designed to help advisors grow, serve clients and plan for an eventual transition on their own terms.

"We are incredibly proud that so many advisors choose to join AmeriFlex and are grateful for the momentum we've built this year," said Thomas Goodson, Founder and CEO of The AmeriFlex Group®. "Our success is directly connected to the value advisors see in having the resources and support to pursue their goals, whether they are focused on scaling their business, planning for succession or somewhere in between."

The AmeriFlex Group's partnership with Cambridge continues to enhance its ability to deliver programs that help advisors grow, support client acquisition through succession and enable eventual transition. The firm also recently launched Scout, its AI-enabled program that creates comprehensive profiles of hundreds of firms in the time it once took to review a single practice, helping AmeriFlex evaluate potential succession opportunities more efficiently.

Jesse Kurrasch, Chief Operating Officer of The AmeriFlex Group®, added, "Our relationship with Cambridge and our investment in emerging technology allow us to support more advisors while maintaining the personalized service and access to solutions they expect from this firm. As we continue to grow, our priority remains ensuring our advisors have the resources and support they need at every step of their careers." 

About The AmeriFlex Group^®
The AmeriFlex Group^® is recognized as The Home for Hybrids^® (www.HomeForHybrids.com) — BD/RIA Transitional Wealth Planners™. The RIA is owned and operated by its advisor members and partners. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services offered through The AmeriFlex Group^®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.

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SOURCE The AmeriFlex Group