AmeriFlex hits $3bn growth target six months early

The AmeriFlex Group has pulled in 18 advisors and more than $1.7 billion in client assets during the first half of 2026, putting the advisor-owned hybrid RIA on track to blow past its full-year target of $3 billion in new business.

The firm, known for its planning-first model and succession offerings, said most of this year's advisor commitments were locked in during the first quarter, well ahead of its original timeline. More advisors are expected to join before the end of the year.

AmeriFlex credits the pace of growth to a lineup of programs aimed at supporting advisors at different points in their careers, covering everything from building a client base to eventually stepping back and handing off a practice.

Company leaders argue their approach differs from other industry offerings that tend to focus on boosting operational efficiency or enterprise value rather than solving problems advisors actually face day to day. Two programs sit at the center of that pitch: SuccessionFully, described as the first platform of its kind for succession planning, and AmeriFlex Premier+, a wealth and transition planning service built for high-net-worth clients.

The firm recently added a new feature to SuccessionFully called AmeriFlex Advisor AI Connection. Built using Anthropic's Claude technology, the tool flags advisors nearing succession and pairs them with prospective buyers whose objectives, business structure and transition goals are a good fit.

Founder and chief executive Thomas Goodson said the firm's goal is to clear a path for advisors that other large institutions and wealth managers tend to block.

"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 said 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."