The AmeriFlex Group® Continues Affiliation Model with $200MM Carmel/Valparaiso, IN Office
RP Wealth Advisors partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its
The AmeriFlex Group® Continues Affiliation Model with Sacramento, CA Office
Anne Hasbrook, AIF® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Anne Hasbrook,
The Broker-Dealer Relationship At The Center Of Hybrid RIAs
Wealth Solutions Report / By: Thomas Lee
The AmeriFlex Group® Continues Affiliation Model with $170MM Amherst, NY Office
Murray Richardson, BFA™, partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network
The AmeriFlex Group® Adds More than $1.7 Billion in Total Client Assets in First Half 2026
LAS VEGAS, July 7, 2026 — The AmeriFlex Group® (or “the firm”), an advisor-owned hybrid RIA recognized for its planning-first approach and succession solutions, today announced
The AmeriFlex Group® Continues Affiliation Model with $98MM Rochester, NY Office
David Young, CPA, and Michael Linkey, partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition
The AmeriFlex Group® Continues Affiliation Model with $138MM Portsmouth, NH Office
John Caggiano, LUTCF, ChFC®, partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of John
The AmeriFlex Group® Continues Affiliation Model with $100MM RIA-Only Folsom, CA Office
Melissa Yano, CFP®, CExP®, Partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its
The AmeriFlex Group® Continues Affiliation Model with $299MM Lubbock, TX Office
Mark Wolfe, CRPC®, and Luke Ford partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition
The AmeriFlex Group Welcomes Envision Financial Partners
Greenwood Village, Colorado-based $180 million team is latest to join the fast-growing Hybrid-RIA Matt Bartz, ChFC®, CLF®, CLU®, David Bear, CFP®, ChSNC®, CAP®, AEP®, Grant Ambrosich and Roger Olson partner...
AmeriFlex Acquires W Source, A Networking Platform For Women
FA Staff / fa-mag.com – The AmeriFlex Group, a Las Vegas-based advisor-owned hybrid registered investment advisor, announced that it has acquired W Source, a women-to-women networking and support platform. The...
AmeriFlex Reaches $11.5B Milestone as 2024 Provides Strong Growth
Steve Randall / Investment News – The firm added 16 advisors managing $1.9 billion in the first quarter.
...The AmeriFlex Group® Continues Affiliation Model with ERSI Wealth Management’s $400MM Centennial, CO Office
Stephen Brubaker, CFP®, AIF®, CLU® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. Specializing in providing Financial Planning...
The AmeriFlex Group® Continues Affiliation Model with $51MM Dallas, TX Office
Robert Rinker, John Mark Prewitt, Matthew Bonadona and Paul Skillestad partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of transitional wealth planners....
The AmeriFlex Group® Welcomes $93 Million in AUA with MBA Capital Advisors and Ballek Wealth Management
Drew Santibanez, David Hehn, Richard Holtan, and Jeff Ballek partner with The AmeriFlex Group® with offices in Las Vegas, NV and Woodbury, MN Las Vegas, NV – The AmeriFlex Group®...
The AmeriFlex Group® Continues Affiliation Model With The Platinum Wealth Group
Bob Bleier, CPFA®, Lisa Capizzi, CPA®, Chuck Constantino, Christine Lane, AIF®, Jessica Ferrindino, CFP®, CDFA®, Nicole Harding, CFP®, and Tonya Wester, AIF® partner with The AmeriFlex Group® Las Vegas, NV...
The AmeriFlex Group Breaks Record with 60 Recruits, $2.75B in Assets in 2023
Ali Hibbs / WealthManagment.com – Ending last year on a high note, the self-styled ‘home for hybrids’ reached $9.5 billion in assets and launched an acquisition-focused OSJ model.
...The AmeriFlex Group® Continues Affiliation Model With Casper, Wyoming Office
Kelli Carmichael, CLU, CRPC and Kendall Bryce, CRPC partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. With combined...