SEC-registered wealth management firm Broker-dealer affiliated
The Ameriflex Group
As of its Form ADV filed September 11, 2026, The Ameriflex Group, an SEC-registered, broker-dealer affiliated wealth management firm in Las Vegas, Nevada, reported $9.7 billion in regulatory assets under management across 30,843 accounts, ranking #1 among all wealth firms in Nevada by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 305585
- SEC file number
- 801-117784
- Registered since
- December 13, 2019
- Latest Form ADV filing
- September 11, 2026
- Legal name
- THE AMERIFLEX GROUP, INC.
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 110
Key figures
- Regulatory assets under management
- $9.7 billion
- Discretionary
- $8.0 billion (83.0%)
- Non-discretionary
- $1.6 billion
- Accounts
- 30,843 (27,440 discretionary)
- Clients
- 16,689, approximate as reported
- Employees
- 201
- Advisory staff
- 181 performing investment advisory functions
- Average account
- $313,144
- Asset growth, 1 year
- 3.2% (from $9.4 billion a year earlier)
- Asset growth, 3-year annual rate
- 41.3% (from $3.4 billion three years earlier)
- Asset growth, 5-year annual rate
- 46.2% (from $1.4 billion five years earlier)
- Client growth, 1 year
- -0.7% (from 16,799)
Broker-dealer affiliated. The firm is affiliated with a broker-dealer (Item 7.A(1)), at least half of its advisory staff are registered representatives of a broker-dealer (Item 5.B(2) against 5.B(1)), and its advisers manage less than $100 million each on average (5.F(2)(c) over 5.B(1)), the pattern of a broker-dealer's advisory arm rather than an adviser that owns a small broker-dealer. It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2020 | $163.0 million |
| October 4, 2021 | $1.4 billion |
| October 3, 2022 | $3.0 billion |
| October 5, 2023 | $3.4 billion |
| October 1, 2024 | $6.5 billion |
| September 2, 2025 | $9.4 billion |
| October 2, 2026 | $9.7 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 2,229 clients | $5.0 billion | |
| Individuals (other than high net worth) 13,495 clients | $3.7 billion | |
| Pension and profit sharing plans 357 clients | $803.4 million | |
| Corporations or other businesses 81 clients | $110.2 million | |
| Charitable organizations 41 clients | $99.7 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Pension consulting
- Selection of other advisers
- Educational seminars or workshops
Financial planning clients (Item 5.H): 251-500.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Insurance company or agency
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 212
- Also registered through a broker-dealer
- 206
- Employees who are IARs (Form ADV 5.B(3))
- 181
Designations held by the firm's IARs: CFP 84, ChFC 21.
Between 51 and 139 of the firm's 212 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Nevada
| Firm | City | RAUM |
|---|---|---|
| Belpointe Asset Management LLC | Reno | $7.6 billion |
| The Wealth Consulting Group | Las Vegas | $6.3 billion |
| The Investment Counsel Company | Las Vegas | $2.2 billion |
| Navellier & Associates Inc | Reno | $1.3 billion |
| Arista Wealth Management, LLC | Las Vegas | $1.2 billion |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- The Ameriflex Group on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: ameriflex.com
- Wealth management firms in Nevada
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.