Wealth manager, independent · LAS Vegas, NV
The Ameriflex Group
The Ameriflex Group, Inc. · SEC-registered investment adviser · CRD 305585 · SEC 801-117784
At a glance
The Ameriflex Group is an SEC-registered investment adviser based in LAS Vegas, Nevada, with $9.7B in regulatory assets under management as of its Form ADV filed September 11, 2026. It reports 15,724 individual clients, 2,229 of them high-net-worth, holding an average of about $0.5 million each, and 201 employees. That ranks it 106th among the nation’s 5,657 independent wealth management RIAs and 1st of 31 in Nevada. It reports 3 custodians for its clients’ separately managed accounts: Assetmark Brokerage, Fidelity and Envestnet Retirement Solutions.
Main office 702-987-9730ameriflex.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $9.7B
- Rank among independent wealth managers
- #106 of 5,657
- Rank among all SEC RIAs
- #1,403 of 17,210
- Rank in Nevada
- #1 of 31
- Individual clients
- 15,724
- High-net-worth clients
- 2,229
- Accounts
- 30,843
- Discretionary
- 83% of AUM
- Employees
- 201
- Advisory staff
- 181
- Offices
- 111
Owners and executives on its Form ADV
- Thomas J GoodsonChief Executive Officer
- Diana Y. HeuChief Compliance Officer
- Jesse A. KurraschChief Operating Officer
- Stephanie A ShaferExecutive Vice President
Custody and brokerage
3 custodians
- Assetmark Brokerage$5.9B73%
- Fidelity$1.1B14%
- Envestnet Retirement SolutionsAffiliate of the firm$1.1B13%
Other RIAs using Assetmark BrokerageOther multi-custodian RIAs
Broker-dealer
Hybrid RIA
The Ameriflex Group is a hybrid RIA: 181 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Ameriflex Group Securities, Inc..
- Ameriflex Group Securities, Inc.
Its Form ADV brochure (filed March 2026) names Cambridge Investment Research as the broker-dealer its advisers are registered with.
riFlex ®’s IARs are concurrently registered as “registered representatives” of Cambridge Investment Research, Inc (“Cambridge”), a registered broker/dealer, member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 2,229 | $5.0B | 51% |
| Individuals | 13,495 | $3.7B | 38% |
| Pension and profit sharing plans | 357 | $803M | 8% |
| Corporations or other businesses | 81 | $110M | 1% |
| Charitable organizations | 41 | $100M | 1% |
Disciplinary disclosures
The Ameriflex Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗ameriflex.com ↗
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The full record on The Ameriflex Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 415 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Nevada
All of Nevada →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Belpointe Asset Management LLCReno | $7.6B | 7,321 |
| The Investment Counsel CompanyLAS Vegas | $2.2B | 401 |
| Arista Wealth Management, LLCLAS Vegas | $1.2B | 377 |
Background
Questions
How much does The Ameriflex Group manage?
The Ameriflex Group reports $9.7B in regulatory assets under management across 30,843 accounts, 83% of it on a discretionary basis, on its Form ADV filed September 11, 2026.
How many clients does The Ameriflex Group have?
It reports 15,724 individual clients: 2,229 high-net-worth individuals and 13,495 other individuals. Individuals account for about 90% of its regulatory assets.
Where is The Ameriflex Group headquartered?
Its main office is in LAS Vegas, Nevada. It reports 111 offices in total and 201 employees, 181 of whom perform investment advisory functions.
How does The Ameriflex Group charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does The Ameriflex Group use?
It reports 3 custodians for its clients’ separately managed accounts: Assetmark Brokerage, Fidelity and Envestnet Retirement Solutions. On Schedule D of its Form ADV filed September 11, 2026, it reports these amounts held: Assetmark Brokerage ($5.9B); Fidelity ($1.1B); Envestnet Retirement Solutions ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is The Ameriflex Group a hybrid RIA with a broker-dealer?
The Ameriflex Group is a hybrid RIA: 181 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Ameriflex Group Securities, Inc.. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is The Ameriflex Group a fiduciary?
As an SEC-registered investment adviser, The Ameriflex Group owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 181 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is The Ameriflex Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →