WSR Names The AmeriFlex Group, TAG Advisors And Integrated Partners As Hybrid RIAs Of The Year
The WSR Wealth Exemplar Awards for Hybrid RIA of the Year go to the top three RIA firms that offer fee-based solutions as well as commissionable services in affiliation with a broker-dealer, through either W-2 or independent financial advisors, or both. There is a minimum asset level of $250 million.
With $5.6 billion in assets at the end of 2021 and 88 advisors in 12 states, The AmeriFlex Group has nearly doubled its assets every year since its founding three and a half years ago by President & CEO Tom Goodson, COO Jesse Kurrasch and Chief Compliance Officer Diana Heu.
The advisor-owned firm based in Las Vegas has recently implemented a unique succession planning approach called SuccessionFlex, which provides advisors approaching the last five to 10 years before retirement with the option to monetize a portion of the practice upfront without giving up control, then selling the business upon retirement.
With over 350 advisors and above $10 billion in assets under management (AUM) currently, independent FA group TAG Advisors added 60 advisors and almost $3 billion in assets in 2021, becoming the largest branch within the Cambridge Investment Research network in that year.
The firm emphasizes its relationships with individual financial professionals to the extent that in a statement to WSR it said, “The relationship is more important than the business.”
With $12 billion in assets under administration (AUA) and almost 28,000 client accounts, Integrated Partners has earned a reputation for going beyond financial advice. The firm’s CPA Alliance program brings over 160 advisors with approximately 130 accounting firms to produce synergies for shared clients.
In addition, the firm provides a business owner solutions program that assists business owner clients with tax preparation, succession planning and monetizing their businesses, as well as an integrated family office that provides a network of professionals serving needs in business management, private lending, family and business law, recordkeeping and investing for multi-generational client relationships.
Integrated demonstrated strong recent growth, with AUA growing year-on-year at 9% as of June 30 of this year, and 62% for the two-year period ended on that date.
James Miller, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com
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