TAMPA, Fla., April 17, 2025--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC ("Concurrent"), a multi-custodial, hybrid registered investment adviser, continues to attract advisors across the ...

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 Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has launched a minority stake division that has invested in two RIAs. Tampa-based Concurrent’s RIA ...

Concurrent Investment Advisors, a Tampa-based hybrid RIA with $9.7 billion in assets that was formerly an office of supervisory jurisdiction under Raymond James, has hired David Montgomery as managing ...

Recruiting deals and mergers and acquisitions are constantly roiling the wealth management industry. This week, the RIA Concurrent Investment Advisors had one of the biggest recruiting wins with a ...