OSJ

Innovative Succession, Ownership and Planning Programs Propel The AmeriFlex Group® Past $11.5 Billion in Total Client Assets and More than 160 Advisors

Retrieved on: 
Wednesday, April 10, 2024
OSJ, RIAS, Practice management, Growth, RIA, AUA, Running, Financial adviser

LAS VEGAS, April 10, 2024 /PRNewswire/ -- The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, today announced it has surpassed $11.5 billion in total client assets. In the first quarter alone, the firm grew its assets under administration (AUA) by 17%, representing $1.9 billion.

Key Points: 
  • In the first quarter alone, the firm grew its assets under administration (AUA) by 17%, representing $1.9 billion.
  • The firm credits its ongoing success to its innovative succession approach, advanced financial planning platform and OSJ program, which enable advisors and their partners to take full advantage of The AmeriFlex Group's scale.
  • Founded in 2019, The AmeriFlex Group® continues to achieve massive year-over-year growth, reaching $11.5 billion in total client assets as of Q2 2024.
  • Their innovative approach to the space drives incredible value for the firm, its advisors and, importantly, the clients they serve.

LPL Financial Welcomes RFS Financial Services

Retrieved on: 
Monday, March 4, 2024
SAN, Professional, Investment, RIA, RFS, Business development, LPL, OSJ, Partnership

SAN DIEGO, March 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that RFS Financial Securities has joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, March 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that RFS Financial Securities has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • The team reported serving approximately $140 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial Advisors.
  • LPL strives to be a committed partner to our financial advisors, offering a wide range of differentiated services and innovative technology experiences so they can run their practice as they see fit.
  • We look forward to a long-lasting partnership with the entire team at RFS Financial Services.”

The AmeriFlex Group® Celebrates Record Breaking Year, Welcoming 60 Advisors and More Than $2.75 Billion in Total Client Assets

Retrieved on: 
Tuesday, January 9, 2024
Growth, Practice management, AUA, RIA, OSJ, Financial adviser

LAS VEGAS, Jan. 9, 2024 /PRNewswire/ -- The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, today celebrated the completion of a record-breaking year. The firm welcomed 60 advisors that oversee more than $2.75 billion in total client assets. The AmeriFlex Group® will end the year with 153 total advisors in 29 states that oversee approximately $9.5 billion in assets under administration (AUA), an increase of 56% year over year.

Key Points: 
  • The firm welcomed 60 advisors that oversee more than $2.75 billion in total client assets.
  • The AmeriFlex Group® will end the year with 153 total advisors in 29 states that oversee approximately $9.5 billion in assets under administration (AUA), an increase of 56% year over year.
  • The AmeriFlex Group® Founder and CEO Thomas Goodson, said, "We are committed to providing innovative programs that solve many of the most pressing issues facing advisors today.
  • The AmeriFlex Group® partner advisors can collaborate with AmeriFlex Premier+ team to create more share of wallet.

LaSalle St. Welcomes $550 Million Horwitz & Associates of Deerfield, Illinois, to Its Platform

Retrieved on: 
Wednesday, November 29, 2023
Horwitz, Horwitz & Associates, Associate, History, Culture, OSJ, Growth, Horwitz, RIA, Financial adviser

CHICAGO, Nov. 29, 2023 /PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing an independent broker-dealer and two registered investment adviser (RIA) platforms, today announced that Horwitz & Associates has joined its network. Horwitz & Associates was previously an OSJ under Western International and oversees $550 million in client assets. 

Key Points: 
  • Horwitz & Associates was previously an OSJ under Western International and oversees $550 million in client assets.
  • Horwitz & Associates, founded in 1970 by Gerald Horwitz, provides financial, retirement planning and asset and wealth management services to its pre-retiree, retiree and business owner clients.
  • The firm owns and will continue to operate its RIA, EA Horwitz & Associates.
  • "Horwitz & Associates leverages multi-generational experience, and deep family connections and is a perfect fit for our network," said LaSalle St. Chief Marketing Officer Mark Contey.

Newly Formed Integrity Wealth Management Selects Affiliated Advisors for Advisor Support Platform

Retrieved on: 
Thursday, November 2, 2023
OSJ, APMA, Acquisition, Philosophy, Marketing, Adviser, Financial adviser, Affiliation

NEW YORK, Nov. 2, 2023 /PRNewswire-PRWeb/ -- Founder and President, Jennifer Griffis, CFP®, APMA, recently founded Integrity Wealth Management and joining her is Financial Advisor Erin Bradly. The focus of Integrity Wealth Management is a continuation of the investment philosophy and highly personalized approach that has been the hallmark of Jennifer's two and a half decades of success. Supporting individuals with retirement planning, families with an emphasis on multi-generational transfer strategies, and legacy planning, are a part of the many facets of financial planning offered by Integrity Wealth Management.

Key Points: 
  • Affiliated Advisors, a leading OSJ with Osaic, announced today that Integrity Wealth Management has joined their firm.
  • NEW YORK, Nov. 2, 2023 /PRNewswire-PRWeb/ -- Founder and President, Jennifer Griffis, CFP®, APMA, recently founded Integrity Wealth Management and joining her is Financial Advisor Erin Bradly.
  • The focus of Integrity Wealth Management is a continuation of the investment philosophy and highly personalized approach that has been the hallmark of Jennifer's two and a half decades of success.
  • Affiliated Advisors provides a comprehensive suite of business management, compliance, technology, marketing, and investment advisory solutions and services, along with direct access to experienced professionals, skilled in helping advisors streamline their workflows.

Empire State Planning Group Selects Affiliated Advisors for Growth Platform

Retrieved on: 
Thursday, October 12, 2023
Risk, RFC, Practice management, Growth, Longevity, Marketing, OSJ, Dream, Financial adviser

NEW YORK, Oct. 12, 2023 /PRNewswire-PRWeb/ -- Affiliated Advisors, a leading OSJ with Osaic, announced today that Empire State Planning Group, Inc has joined them.

Key Points: 
  • NEW YORK, Oct. 12, 2023 /PRNewswire-PRWeb/ -- Affiliated Advisors, a leading OSJ with Osaic, announced today that Empire State Planning Group, Inc has joined them.
  • Empire State Planning Group Inc. founder, Jon Schlueter, RFC and Certified Financial Fiduciary, is a veteran financial advisor with more than 32 years of experience.
  • Located in Hauppauge, NY, Empire State Planning Group has been a fixture in the central Long Island community for over 3 decades.
  • "Empire State Planning Group shares common values, such as client focus and growth aspirations, making Jon and his team an ideal partner for us.

Kristi Anderson Financial Partners Selects Affiliated Advisors for Advisor Support Platform

Retrieved on: 
Thursday, October 12, 2023
Acquisition, Female, Woman, Growth, Life, CKA, Marketing, OSJ, Financial adviser

NEW YORK, Oct. 12, 2023 /PRNewswire-PRWeb/ -- Affiliated Advisors, a leading OSJ with Osaic, announced today Kristi Anderson Financial Partners has joined the firm.

Key Points: 
  • NEW YORK, Oct. 12, 2023 /PRNewswire-PRWeb/ -- Affiliated Advisors, a leading OSJ with Osaic, announced today Kristi Anderson Financial Partners has joined the firm.
  • With nearly 40 years' experience, Kristin Anderson, CFP®, CKA is a veteran financial advisor, focusing on serving female investors with financial guidance and planning for women at all stages of life.
  • "With our specialized area of focus, it was important to find an advisor support platform that truly understands our business and how to best serve female clients," Anderson said.
  • "We are thrilled to welcome Kristi to the Affiliated Advisors community," said President Rita Robbins.

Sentinel Wealth Strategies Selects Affiliated Advisors for Next Growth Chapter

Retrieved on: 
Monday, October 9, 2023
Sentinel, Acquisition, Female, LPL, Practice management, Environment, Growth, Marketing, OSJ, Financial adviser

NEW YORK, Oct. 9, 2023 /PRNewswire-PRWeb/ -- Founder of Sentinel Wealth Strategies, Lisa Murray is a veteran financial advisor with over 20 years' experience in working with pre-retirees and those already retired with specialized income and legacy planning needs. Located in Batesville, Indiana, Sentinel strives to serve clients through the financial planning process to develop meaningful relationships that span generations.

Key Points: 
  • We are delighted to welcome Lisa to the Affiliated Advisors family.
  • Sentinel Wealth is the type of female owned, entrepreneurial firm that is an ideal partner for us.
  • Additionally Affiliated Advisors is known for easy transitions, as well as succession planning resources and acquisition opportunities.
  • In the last three years, 33 advisors have joined Affiliated Advisors, bringing the total to nearly 100, and has expanded its geographic footprint to become a national firm.

The AmeriFlex Group® Launches The 5Twenty Group™ to Help Smaller OSJ Offices Create Efficiencies, Build Scale and Support Succession Planning

Retrieved on: 
Thursday, September 14, 2023
OSJ, RIA, PT, From Every Stage, LAS, OSJ Ontake SkyRace, Retirement, Annual growth cycle of grapevines, Growth, Financial adviser

LAS VEGAS, Sept. 14, 2023 /PRNewswire/ --The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, today announced the launch of its proprietary OSJ business development program, The 5Twenty Group™. Created to address the unique needs and mitigate the biggest challenges of OSJs with five to 20 individual financial advisors, the program offers these entities solutions to create efficiencies, enable scale and drive the evolution of their business toward the next phase of growth.

Key Points: 
  • LAS VEGAS, Sept. 14, 2023 /PRNewswire/ --The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, today announced the launch of its proprietary OSJ business development program, The 5Twenty Group™.
  • The AmeriFlex Group® Founder and CEO Thomas Goodson, said, "We aimed to develop a unique program that provides the level of service and support of The AmeriFlex Group® to a growing and vibrant cohort of the hybrid RIA space: smaller OSJs.
  • The 5Twenty Group™ is the latest addition to The AmeriFlex Group's® suite of programs that support advisors.
  • To register for the September 20, 2023, 1 pm ET/ 10 am PT webinar, please click here .

Park Avenue Financial Advisors Selects Affiliated Advisors for its Next Chapter of Growth

Retrieved on: 
Wednesday, August 30, 2023
Nextgen, OSJ, Marketing, AUA, Woman, Acquisition, Practice management, PAFA, Growth, Erica, Financial adviser, Breidbart Index

NEW YORK, Aug. 30, 2023 /PRNewswire-PRWeb/ -- Affiliated Advisors, a leading OSJ, announced today that Park Avenue Financial Advisors (PAFA), a $110 million advisory firm, has selected the firm as its growth partner via Osaic, one of the industry's largest independent broker dealers.

Key Points: 
  • "Our firm is looking for rapid growth and to be part of a community of like-minded advisors.
  • With Affiliated Advisors' emphasis on technology, and leading NextGen and Women's platforms, it was a wonderful fit."
  • "We are beyond delighted to welcome Randy and Erica to the Affiliated Advisors family," said President Rita Robbins.
  • Additionally Affiliated Advisors is known for easy transitions, as well as succession planning resources and acquisition opportunities.