Concurrent Investment Advisors Makes Its First Acquisition. It’s a $10 Billion Retirement Advisor.

Next Retirement is Concurrent’s first full acquisition since breaking away from Raymond James in 2023.

By David Wignall

Concurrent Investment Advisors has made its first full acquisition, and it is a sizable one.

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Read the full article on Barron’s.

$425M Advisor Team Creates RIA, Join Concurrent After Leaving RJF

September 21, 2026 – FA Staff A team of financial advisors managing more than $425 million in assets has left Raymond James Financial Services to

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Here’s How Wealth Management Firms Put Private Capital to Use

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