Independent broker/dealer Cambridge Investment Research has made a minority investment in The AmeriFlex Group, a Las Vegas-based hybrid RIA and super office of supervisory jurisdiction affiliated with Cambridge.
Cambridge Takes Minority Stake in $13B The AmeriFlex Group
The investment will allow AmeriFlex to expand its succession platform, SuccessionFully, to independent advisors outside its ecosystem.
spr.ly
January 6, 2026 at 3:00 PM
Independent broker/dealer Cambridge Investment Research has made a minority investment in The AmeriFlex Group, a Las Vegas-based hybrid RIA and super office of supervisory jurisdiction affiliated with Cambridge.
AmeriFlex Group Reports an Impressive Growth of Over $1.7 Billion in Client Assets in Just Six Months#USA#Las_Vegas#Financial_Planning#AmeriFlex_Group#SuccessionFully
AmeriFlex Group Reports an Impressive Growth of Over $1.7 Billion in Client Assets in Just Six Months
In the first half of 2026, The AmeriFlex Group experienced exceptional growth, welcoming 18 advisors and over $1.7 billion in client assets, aiming for $3 billion by year-end.
third-news.com
July 7, 2026 at 10:11 AM
AmeriFlex Group Reports an Impressive Growth of Over $1.7 Billion in Client Assets in Just Six Months#USA#Las_Vegas#Financial_Planning#AmeriFlex_Group#SuccessionFully
AmeriFlex Group Launches SuccessionFully® for Advisor Transition Solutions#United_States#Las_Vegas#AmeriFlex_Group#Advisor_Transition#SuccessionFully®
AmeriFlex Group Launches SuccessionFully® for Advisor Transition Solutions
The AmeriFlex Group introduces SuccessionFully®, a new platform designed to streamline advisor transitions and mitigate execution risks effectively.
third-news.com
April 29, 2026 at 10:12 AM
AmeriFlex Group Launches SuccessionFully® for Advisor Transition Solutions#United_States#Las_Vegas#AmeriFlex_Group#Advisor_Transition#SuccessionFully®
The AmeriFlex Group® Gains Minority Investment to Enhance Succession Planning Services#USA#Cambridge#Las_Vegas#AmeriFlex_Group#SuccessionFully
The AmeriFlex Group® Gains Minority Investment to Enhance Succession Planning Services
The AmeriFlex Group® announces a strategic minority investment from Cambridge, aimed at expanding its innovative SuccessionFully® platform and services for financial advisors.
third-news.com
January 6, 2026 at 11:13 AM
The AmeriFlex Group® Gains Minority Investment to Enhance Succession Planning Services#USA#Cambridge#Las_Vegas#AmeriFlex_Group#SuccessionFully
The AmeriFlex Group® Welcomes New Advisors with Significant Client Assets in 2025#USA#Las_Vegas#AmeriFlex_Group#SuccessionFully#Advisor_Transition
The AmeriFlex Group® Welcomes New Advisors with Significant Client Assets in 2025
The AmeriFlex Group® expands its reach by adding 11 advisors who collectively manage over $1 billion in client assets, enhancing its succession planning resources.
third-news.com
December 16, 2025 at 11:14 AM
The AmeriFlex Group® Welcomes New Advisors with Significant Client Assets in 2025#USA#Las_Vegas#AmeriFlex_Group#SuccessionFully#Advisor_Transition