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 ...

The High Court has looked at whether the obligation to pay for shares under a put option was conditional on certain documentation being provided ...

Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, acquired the first firm on its platform this week. However, CEO Nate Lenz said the deal is not a ...

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, continues to attract advisors across the industry, adding six ...

Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has snagged a $1.3 billion wealth management team from Raymond James. Founding managing partners ...

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

Florida-based hybrid RIA Concurrent Investment Advisors has launched RIA Capital Partners to take minority stakes in RIAs, targeting firms in the $200 million to $500 million AUM range. RIA Capital ...