Concurrent Named in Top RIAS to Work For

Concurrent was named as a top 20 RIA to work for according to Financial Planning. We’re part of a recent trend showing significant growth in popularity of the RIA model, a 51% increase in RIA-only professionals over the past six years. As we’ve seen, it’s an increasingly attractive option for financial advisors transitioning from wirehouses and brokerages.

Our RIA was ranked 20^th and noted for our mentorship opportunities and unique access to the executive team. An employee shared:

“Our mantra, ‘Our people are our product,’ is central to everything we do. We invest deeply in the growth and success of our employees, fostering an environment where colleagues become friends and family.”

Financial Planning, in collaboration with Best Companies Group, rated RIA workplaces based on factors like work environment, leadership, benefits, and career mobility. We’re honored to be recognized on this list and a part of the growing, dynamic RIA space.

Read the entire article here.

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