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.

Concurrent Adds 10 Advisors in Q4 on March to $15B AUM

by Alex Ortolani, Senior Reporter, WealthManagement.com December 10, 2025 Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and

Concurrent Achieves 50% Growth in 2025, Increasing AUM from $10B to Over $15B

Dec 10, 2025 The firm added seven advisory teams in the fourth quarter and crossed $15B in assets under advisement, bringing the total AUM/AUA to

A Juilliard-Trained Musician-Turned-Advisor On Navigating Change & Embracing Progress

December 9, 2025 https://www.youtube.com/watch?v=1NL1lCkQE0s&t=620s Life transitions can push people into uncharted territory. Whether it’s a career change, moving to a new home, marriage, or retirement,

US Wealth: Evergreens in Season

December 2, 2025 CLick here to Download the Report US wealth management appetite growing amid fund solution proliferation Wealth managers represent the fastest-growing investor segment