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AmeriFlex Group Adds 16 Advisors, $1 9B in Q1

Waverly Advisors has added three teams and almost $2.5 billion in 2024, and Fortis Capital picked up a Chicago practice helmed by a father/daughter team.

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Innovative Succession, Ownership and Planning Programs Propel The AmeriFlex Group® Past $11 5 Billion in Total Client Assets and More than 160 Advisors

Innovative Succession, Ownership and Planning Programs Propel The AmeriFlex Group® Past $11 5 Billion in Total Client Assets and More than 160 Advisors
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Las vegasThomas goodsonDonaldc cutlerJesse kurraschLarry rothHaven tower groupAmeriflex groupFast growing hybridBringing aboard moreFirst three monthsChief operations officerAll stagesAdvisor growthWealth plannersIndependent registered investmentSunset road

AmeriFlex adds $400M firm to its growing RIA network

AmeriFlex adds $400M firm to its growing RIA network
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RIA Roundup: Aptus Capital Advisors Buys LibertyFi

A new outsourced offering, a new RIA and a trio of deals round out Pt. 2 of this week’s roundup, featuring Aptus, DSJ, Buckingham, Atria and Krilogy.

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RIA Roundup: Rockefeller Snags 26 from Merrill Lynch

Featured in Pt.1 of this week’s roundup: Rockefeller Global Family Office, MAI Capital Management, The AmeriFlex Group and Private Advisor Group.

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