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 ...

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

Almost a year after its transition from an office of supervisory jurisdiction under Raymond James, Concurrent is shifting into “growth mode” as a multicustodial, hybrid RIA platform for independent ...

Last September, Tampa-based Concurrent announced it would restructure as a multi-custodial, hybrid RIA to create more flexibility and give advisor affiliates access to a broader range of investment ...

Concurrent crossed a major asset milestone in the first quarter of 2025, adding six advisory teams across all wealth channels as it expanded its national footprint. In a statement published on ...

Concurrent Investment Advisors, LLC (“Concurrent”), a leading independent registered investment adviser (RIA) platform, reported significant growth at the start of 2026 with the addition of Fehrman ...