Client Login
Advisor Login

CityWireRIA: Concurrent adds two advisor teams totaling $364M

January 10, 2025

As reported in CityWireRIA, we’re welcoming two exceptional advisor teams to the Concurrent network: Engelstad Wealth Advisors and Louis C. Ciliberti & Associates. These groups bring a combined $364 million in client assets to our platform. These partnerships, finalized in late 2024, represent our ongoing commitment to providing advisors with access to broader products, services, and innovative platform capabilities. These highly planning-focused independent teams are a natural fit for our network of entrepreneurial advisors.

These additions mark the beginning of an ambitious growth trajectory for 2025, as we aim to expand our AUM by $4–$5 billion. With our expanded sales team and regionally focused recruiting strategy, we are building a strong pipeline of advisors seeking a partner to help them grow and scale. As we continue to expand our national footprint, we remain committed to creating a platform that attracts top-tier talent and empowers advisors to serve their clients with excellence.

Read the article to learn more.

Share

More Posts

Linkedin Facebook Instagram

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