Concurrent represents like-minded firms that collaborate and leverage scale and resources to enhance the value proposition for clients and advisors alike. Our partner firms maintain complete operational autonomy and gain access to infrastructure and support that is otherwise unattainable.
Independent advisors understand that choice is the greatest benefit of all. When advisors are free to run their practice how they see fit, their clients receive superior support and a better client experience.
For entrepreneurial advisors, we provide the foundation to scale an independent business. Our dedicated transition and business consulting teams provide project management and onsite support through every step of the process.
We shoulder the core business functions and ensure that the process of operating as an independent firm is seamless – allowing 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 – to operate as true partners.
Together, we achieve better outcomes for our teams and their clients
We offer white-glove, hands-on support that extends far beyond the transition of an advisor’s independent business. We take on back-office functions – such as compliance, administration, and technology – so advisors can focus on what matters most – serving their clients and building their businesses.
Furthermore, Concurrent works with each advisor to craft their business plan and understand their vision for what’s ahead. We have operational resources in place to help bridge the gap between new hires, saving time and money without sacrificing service. When an advisor joins Concurrent, they gain the freedom to focus on the best use of their time with clients.
Our highly credentialed team is made up of specialists who are always available to our advisors. If an advisor has a complex case requiring additional support or insight or simply wants to learn more about a particular financial product, our team of specialists is there.
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.
As one of the largest and fastest-growing RIAs in the country, we have what it takes to thrive in the independent space. While we are a startup, we’re a proven force with a track record of success. We’ve learned from our mistakes and have introduced a new breed to the industry with a talented team of experts for advisors to leverage.
Advisors not only benefit from the strength of Concurrent but also from that of our strategic and capital partner, Merchant Investment Management. Merchant’s operational scale, capital, and team are accessible to advisors as they grow their independent businesses.
Concurrent advisors are committed to delivering robust, bespoke solutions for their clients, including access to private markets. We’re here to help them serve their clients in the best way possible.
We’ve curated best-in-class technology, products, vendors, and custodians to provide their clients with the right solutions, all while accentuating their role in providing what clients need most, ADVICE.