The AmeriFlex Group, a fast-growing hybrid RIA known for its innovative financial planning solutions, closed 2024 with a banner year. The firm welcomed 53 new advisers, added $3.4bn in client assets, and now oversees $14.6bn in assets under administration across 206 advisers in 29 states—a 35% year-over-year increase.
Founder and CEO, Thomas Goodson, stated: “We have seen a significant increase in demand for stability during transition periods. From growing their practice to transitioning out of the business, our innovative programmes provide advisers with the solutions they need to reach their goals, regardless of the stage of their career.”
The AmeriFlex Group has cemented its reputation for forward-thinking programmes that support financial advisers. Its modern SuccessionFlex programme enables advisers to create succession agreements and sell portions of their revenue to the firm without a minority ownership discount.
Meanwhile, the AmeriFlex Premier+ platform delivers high-tech financial planning tools, allowing advisers to enhance client service and engagement.
Moreover, in 2024, the firm also launched the Advisor Transition Network (ATN), a national platform connecting advisers looking to buy or sell practices.
Goodson added: “By launching the Advisor Transition Network, we have delivered something so many advisers need – a straightforward way to sell their business to a qualified buyer. With more than 200 individuals and offices nationwide, supported by the experienced succession specialists at The AmeriFlex Group, advisers preparing to depart the industry may not have ever had a better option to transition toward retirement so seamlessly.
Furthermore, the firm’s acquisition of The W Source, a networking platform designed for women professionals, further underscores its commitment to achieving gender parity among its partners.
With succession planning a growing priority, The AmeriFlex Group offers advisers tailored plans to maximise the value of their businesses.
COO Jesse Kurrasch shared: “Over the past several years, we have delivered customised succession plans that maximise the value of an adviser’s life work.”
The firm’s growth underscores its role as a vital partner for advisers navigating career transitions while maintaining client-focused service.
“AmeriFlex Group caps record year with $3.4bn in assets” was originally created and published by Private Banker International, a GlobalData owned brand.
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