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 ...

United Capital is accusing Concurrent Investment Advisors of helping a former employee breach confidentiality agreements after she left United Capital following its acquisition by Creative Planning.

Concurrent Advisors had a busy first quarter. A distinctive type of office of supervisory jurisdiction providing a wide range of support to advisors leaving the wirehouses to strike out on their own, ...

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 ...