by Concurrent Investment Advisors
February 3, 2026
Concurrent Bets on Entrepreneurship and Wins Big
Tampa, FL — Concurrent Investment Advisors used 2025 to do more than grow. The firm sharpened its identity, clarified its mission, and doubled down on serving entrepreneurial advisors ready to scale enduring businesses.
The Tampa-based RIA added 22 advisory teams managing $5.1 billion in assets during the year, pushing total assets under management past $16.7 billion. Retirement plan assets under administration now exceed $17.7 billion, bringing Concurrent’s combined AUM and AUA footprint to more than $34 billion.
Growth came alongside meaningful platform expansion. Concurrent added four RIA Capital Partners, launched a Platform‑as‑a‑Service offering for third‑party RIAs, and completed the acquisition of Next Retirement Solutions, significantly expanding its institutional consulting and retirement plan capabilities.
Leadership says the year’s progress reflects a deliberate narrowing of focus rather than a pursuit of scale for scale’s sake.
“2025 was the year we refined our identity,” said Nate Lenz, CEO and Co‑Founder of Concurrent. “We recognized that we are best equipped to serve entrepreneurial advisors who want to scale a business, not just manage a practice. Our role is to pair institutional‑grade infrastructure with hands‑on consulting so advisors can build something enduring without sacrificing autonomy.”
That focus drove investment across the firm’s infrastructure. Concurrent expanded its home office to 73 employees, centralized operations, and strengthened financial planning and investment support. The firm launched WealthSelect, refined its OCIO offering, and accelerated investments in data infrastructure, AI capabilities, and automation designed to streamline advisor workflows and improve scalability.
Concurrent’s minority investment program emerged as a cornerstone of its partnership model. Every firm affiliating in 2025 elected to participate, underscoring advisors’ appetite for flexible capital solutions and shared ownership aligned with long‑term growth.
Advisors on the platform operate across Goldman Sachs, Fidelity, and Schwab within a multi‑custodial, open‑architecture framework supported by Concurrent’s Enterprise Consulting team, which functions as an in‑house growth partner. The firm positions the model as an alternative to centralized rollups, combining institutional resources with independence.
The acquisition of Next Retirement Solutions further signals Concurrent’s commitment to institutional consulting, complementing its core wealth platform as retirement plan assets under administration approach $18 billion.
“While 2025 was a tremendous success, we’re just getting started,” Lenz said. “We’re entering 2026 with significant reinvestment planned in technology and talent, continued team expansion across our IAR and RIA channels, and a clear goal of becoming the premier destination for advisors over $250 million in assets who want to grow on their own terms.”
In an industry defined by consolidation, Concurrent is betting on a different future—one driven by entrepreneurial advisors who want scale, partnership, and control.
