The AmeriFlex Group, an advisor-owned hybrid RIA, has reported a surge in growth during the first half of 2026, onboarding 18 advisors and more than $1.7 billion in client assets. This performance has allowed the firm to surpass its full-year target of $3 billion in new business by six months, with additional advisor commitments expected before the end of the year.
According to the firm, most of the advisor commitments were secured in the first quarter, well ahead of its original timeline. The growth is attributed to a suite of programs designed to support advisors at various career stages, from building a client base to planning for succession and eventual retirement.
Company executives emphasize that their approach differs from other industry offerings that prioritize operational efficiency or enterprise value over addressing advisors' day-to-day challenges. Central to this strategy are two flagship programs: SuccessionFully, described as the first platform of its kind for succession planning, and AmeriFlex Premier+, a wealth and transition planning service tailored for high-net-worth clients.
Recently, AmeriFlex added a new feature to SuccessionFully called AmeriFlex Advisor AI Connection. Built using Anthropic's Claude technology, the tool identifies advisors approaching succession and matches them with prospective buyers whose objectives, business structure, and transition goals align. This innovation aims to streamline the often complex process of practice transition.
Thomas Goodson, founder and chief executive of AmeriFlex, stated that the firm's goal is to remove obstacles that larger institutions and wealth managers often place in advisors' paths. "We want to remove the obstacles to growth and eventually succession that so many larger institutions and wealth management firms seem to place in advisors' paths," Goodson said. "For too long, firms and platforms have made decisions that help themselves, not their advisors. We don't see our success as something separate from that of our advisors, and it sets us apart in this industry."
Chief operating officer Jesse Kurrasch added that the firm holds itself to the same standard it expects advisors to apply to clients. "An advisor's job is to address every aspect of their client's financial lives," Kurrasch said. "We apply that same standard to how we serve our advisors, from ensuring a smooth transition onto our platform at the start of a relationship to providing the support they need when they eventually retire. We develop programs that enable advisors to better serve their clients, build their practice and take full advantage of their life's work. That is why we keep growing."
The firm's growth comes amid a broader trend of advisors seeking flexible models that combine independence with institutional support. For context, Bartholomew & Company recently transitioned to a hybrid RIA following LPL's $2.7 billion Commonwealth acquisition, highlighting the appeal of such structures. Additionally, Osaic and LPL have attracted nearly $1 billion in advisor teams via W-2 succession models, underscoring the importance of succession planning in the industry.
AmeriFlex's focus on succession tools and AI-driven matching positions it to capture a growing share of advisors seeking a clear path to retirement without sacrificing client relationships. The firm's early achievement of its $3 billion target suggests strong momentum, with more advisors likely to join before year-end.
