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 ...

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 ...

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, ...

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 ...

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

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a hybrid registered investment adviser supporting independent wealth managers across the country, continues its strong ...

Concurrent Investment Advisor, a multi-custodial, hybrid registered investment advisor, has added six new teams, boosting its assets under advisement in the first quarter to $10 billion, according to ...

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 ...

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 ...