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
Founders Should Plan A Legacy, Not Simply An Exit
Wealth Solutions Report / By Larry Roth, Joe Kuo, Julius Buchanan And Thomas Lee
How advisors expand ‘wallet share’ when growing market share gets tough
InvestmentNews / By Gregg Greenberg
The AmeriFlex Group® Continues Affiliation Model with Tuscaloosa, AL Office
Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Brad Gray, AAMS®, CPFA®. Based...
The AmeriFlex Group® Continues Affiliation Model with Bryan Pecherek, Chalfont, PA Office
Your Plan Financial Services 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...
The AmeriFlex Group® Continues Affiliation Model with $170MM Roseville, CA Office
Sequoia Advisory Group 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 AmeriFlex Group® Continues Affiliation Model with $350MM Bloomington, IL Office
Falstad & Associates Financial Services partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth...
The AmeriFlex Group® Launches AI-Enabled Scout Program to Identify Advisors Approaching Succession
The Scout Program, developed by The AmeriFlex Group, creates complete profiles for hundreds of advisors in need of succession planning support in minutes LAS VEGAS, Aug. 24, 2026 /PRNewswire/ —...
The AmeriFlex Group® Continues Affiliation Model with $120MM Greenville, SC Office
Bart Ellis 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...
The AmeriFlex Group® Continues Affiliation Model with $242MM Jefferson City, MO Office
TendWell Financial Planning & Investments partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth...
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 network of Transitional Wealth Planners with...
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...