TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”). Advancing on its ...

The firm added seven advisory teams in the fourth quarter and crossed $15B in assets under advisement, bringing the total AUM/AUA to over $30B TAMPA, Fla., December 10, 2025--(BUSINESS ...

BOULDER, Colo., June 2, 2025 /PRNewswire/ -- Concurrent Investment Advisors, LLC ("Concurrent"), a leader in wealth management solutions, is expanding its partnership with TIFIN @Work by leveraging ...

Fehrman Investment Group, a family-owned practice in Augusta, Ga., and three other advisors have joined the Concurrent Investment Advisors network, adding more than $450 million in client assets. The ...

Concurrent Investment Advisors, the Tampa, Fla.-based OSJ-turned-RIA restructured by Nate Lenz, Scott Steele and Kevin McFarland late last year, has landed the largest partner firm in its six-year ...

Concurrent, a San Diego-based OSJ on Raymond James’ independent contractor platform, said Wednesday that it added eight teams, four of them solo practitioners, amid the coronavirus pandemic, giving it ...

Concurrent continues its steady growth, leveraging its partnership and platform capabilities to support the launch of a new national firm led by four industry veterans Concurrent Investment Advisors, ...