The $1.2 billion advisory team left Raymond James to launch on Concurrent’s platform, leveraging its multi-custodial options.

The firm added seven advisory teams in the fourth quarter and crossed $15B in assets under advisement, bringing the total AUM/AUA to over $30B TAMPA, Fla., December 10, 2025--(BUSINESS ...

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, launches its enterprise-grade alternative investments platform, equipping Concurrent’s ...

Concurrent Investment Advisors, the Tampa, Fla.-based OSJ-turned-RIA restructured by Nate Lenz, Scott Steele and Kevin McFarland late last year, has landed the largest partner firm in its six-year ...

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”). Advancing on its ...

Concurrent Investment Advisors, LLC ("Concurrent") has partnered with TAVO Wealth ("TAVO"), providing strategic transition ...

Concurrent crossed a major asset milestone in the first quarter of 2025, adding six advisory teams across all wealth channels as it expanded its national footprint. In a statement published on ...