01.06.26

Cambridge Becomes Part Owner of the AmeriFlex Group

by: Financial Advisor

Cambridge Investment Research has acquired a minority stake in The AmeriFlex Group, a Las Vegas–based, advisor-owned hybrid registered investment advisor focused on succession planning. The investment will help AmeriFlex expand SuccessionFully, its single-source platform designed to support financial advisors in transitioning their practices through deal structuring, marketplace access and continuity planning. AmeriFlex remains majority advisor-owned, and its leadership team will stay in place. The deal builds on a relationship that began in July when Cambridge became AmeriFlex’s broker-dealer, after which AmeriFlex added 11 advisors and more than $1 billion in client assets, addressing rising industry succession needs.

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