Hybrid RIA The AmeriFlex Group is celebrating a record-breaking year, adding $3.4 billion to its assets under administration and supporting 53 advisor transitions.
The firm’s founder and CEO, Thomas Goodson, hailed the firm’s various programs supporting advisors’ succession and retirement at a time when ensuring the future for their firms is paramount in their thoughts.
“We have seen a significant increase in demand for stability during transition periods,” he said. “From growing their practice to transitioning out of the business, our innovative programs provide advisors with the solutions they need to reach their goals, regardless of the stage of their career.”
Ending 2024 with 206 advisors across 29 states, AmeriFlex boosted its AUM to approximately $14.6 billion, representing a 35% increase on the previous year, driven by programs including SuccessionFlex, which enables advisors to plan for their retirement, and its high-tech financial planning solution AmeriFlex Premier+ which was launched in 2023. The firm also acquired women-to-women networking platform The W Source in 2024.
The successful year was the launch of the Advisor Transition Network designed to connect financial advisor firm sellers with buyers.
“By launching the Advisor Transition Network, we have delivered something so many advisors need – a straightforward way to sell their business to a qualified buyer,” Goodson added. “With more than 200 individuals and offices nationwide, supported by the experienced succession specialists at The AmeriFlex Group, advisors preparing to depart the industry may not have ever had a better option to transition toward retirement so seamlessly.”
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