#Advisors #AmeriFlex Group #Succession

The AmeriFlex Group Welcomes 17 New Advisors

In a remarkable achievement, The AmeriFlex Group® has added 17 new advisors to its team in the third quarter of 2026. These professionals bring with them a total of over $1.4 billion in client assets. This development represents a significant step towards the firm’s ambitious goal of exceeding $4.9 billion in new client assets by the end of this year, vastly outpacing their initial growth target of $3 billion.

The AmeriFlex Group, known for its advisor-owned and hybrid registered investment advisor (RIA) model, centers its practices around a planning-first approach. This innovative methodology not only prioritizes the needs of individual advisors but also offers unique succession solutions tailored to support advisors throughout their careers.

In the past three quarters of 2026 alone, the firm has successfully surpassed $3.1 billion in new assets, a testament to the increasing value advisors find in the company’s resources and support frameworks. With the integration of cutting-edge technology like the AI-enabled Scout program, AmeriFlex can evaluate potential succession opportunities more efficiently than ever before.

Thomas Goodson, Founder and CEO of The AmeriFlex Group®, expressed immense pride in the firm's growth, attributing it largely to the commitment and success of its advisors.