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.

The One-Time Sale Myth: Rethinking Succession Planning

by Liz Lenz, Managing Director, Concurrent Investment Advisors January 8, 2026 The One-Time Sale Myth: Rethinking Succession Planning Advisors spend their careers helping clients

Concurrent Closes Strategic Partnership With Two Texas Firms

The investment will spur the continued evolution of Capital Ideas and Bearing Financial Advisors supporting long-term growth, succession planning, and enhanced client experience. TAMPA, Fla.–(BUSINESS

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