The AmeriFlex Group has welcomed a five-advisor, $400 million team in Centennial, Colorado, to its fast-growing network.
ERSI Wealth Management comprises Stephen Brubaker, Jim Brubaker, Gary Sidder, Brian Brubaker, and Jenny Kast. The firm supports individuals with their financial goals as well as helping business owners to manage their 401(k) plans.
ERSI Wealth was previously affiliated with Kestra.
The decision to switch firms was driven by choice rather than necessity, says Stephen Brubaker, who joins AmeriFlex as partner-advisor.
“While we weren't unhappy with our previous relationship, after speaking with others who moved to The AmeriFlex Group, we felt it was critical for us to examine how working with this team could help our firm thrive in the future," he said. "After discussions with their leadership, it was clear the culture and strategy of this firm were right for our practice."
AmeriFlex advisors offer securities through Osaic.
The AmeriFlex Group had a record breaking year in 2023, adding 60 advisors overseeing more than $2.75 billion in client assets. The 56% year-over-year growth pushed its year-end total to 153 advisors in 29 states overseeing approximately $9.5 billion in assets under administration.
It also rolled out a proprietary planning solution called AmeriFlex Premier+ and also announced a new way for smaller firms to take advantage of its resources and scale, The AmeriFlex Group X.
"Size matters more than ever before, and this new program will enable our team to provide this increasingly critical segment of the industry a way to take full advantage of the solutions and support we provide our advisors," said Jesse Kurrasch, COO at AmeriFlex. "Additionally, we have a pre-built succession feature to provide continuity and monetization of their business."
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.