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, LLC ("Concurrent"), a leading independent registered investment adviser (RIA) platform, announced the addition of Winstone Wealth Partners (Winstone), bringing over ...
The platform added $3.4 billion in AUM and expanded home office staff by 28% as advisor entrepreneurs continue seeking scale without sacrificing independence Concurrent Investment Advisors, LLC ...
David McBee highlights how Concurrent's partnership model enables firms to scale while maintaining their entrepreneurial ...
Since partnering with Concurrent just over a year ago, Oliver Capital’s assets under management have increased 27%.
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