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The power
of partnership

Our roots

Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients.

Established in 2017, we are currently one of the largest and fastest-growing registered investment advisors (RIAs) in the country. Our leadership team is made up of former advisors, business owners, and industry veterans who work hand-in-hand with advisors in our network.

We provide the foundation, scale, and resources to allow advisors to focus on their clients. Advisors in the Concurrent network operate independently but share a similar mindset when it comes to serving clients. Collaboration is in our DNA, and we consistently come together throughout the year to share ideas and resources – and form true partnerships. 

Together, we achieve better outcomes for our clients.

We are driven to “look for lemons” and continuously identify new opportunities to provide the best client experience possible. The mindset of taking extreme ownership is shared across our organization, and we embrace the positive potential that can be found in any situation.

Our difference

We are disrupting the industry, and unlike others in our space, we are a new breed of interdependence.
Being Powered By Concurrent is much more than choosing to work with our team.

We partner with entrepreneurs whose client bases are as diverse as they are. We align them with like minded peers. We shoulder the aspects of their business that are non-differentiating, so they have the capacity to focus on those that are. We carry a common currency through shared equity ownership, and we believe in the power of the collective. Client needs are evolving and so too much the firms that serve them.

Our mission is to elevate the RIA experience. 

In doing so, we empower advisors to elevate the experience they provide to their clients. 

Experienced advisors
nationwide

Robust technology
platform

Independent, fee-only fiduciary

Collaborative
culture

White-glove, hands-on concierge support

Focused on serving
end-clients

Ready to grow your business with the freedom you deserve?

Request your 100% confidential conversation with zero strings attached. 

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Advisory Services offered through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.

These materials have been independently produced by Concurrent. Concurrent is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Concurrent provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company unaffiliated with Concurrent Investment Advisors LLC (“Concurrent”). Fidelity is a service provider to Concurrent. There is no form of legal partnership, agency affiliation, or similar relationship between Concurrent and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1077692.1.0