Concurrent to Leave Raymond James, Restructure as a $13B RIA

Concurrent Advisors, a fast-growing independent practice that is currently affiliated with Raymond James Financial, is restructuring as a multicustodial hybrid RIA, the firm said. As part of the move, the firm will end its relationship with Raymond James.

Concurrent was founded in 2016 and has operated as a kind of office of supervisory jurisdiction, or OSJ, which provides advisors with back office and other services.  The firm has recruited dozens of breakaway advisors and has grown to $12.7 billion in assets under management, …

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The Wealth Stewards Aligns with Concurrent

TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial advisory firms. Jeff Breese and