Articles from Concurrent Investment Advisors, LLC

Concurrent Investment Advisors, LLC (“Concurrent”), a leading independent registered investment adviser (RIA) platform, reported significant growth at the start of 2026 with the addition of Fehrman Investment Group (“Fehrman”) and three other advisors to its network. The partnerships bring over $450 million in combined assets, raising Concurrent’s total AUM to $17 billion.

Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, has announced it has completed a minority investment in Capital Ideas, located in Dallas, and Bearing Financial Advisors, based in Austin. Both practices operate under the holding company Alpha Capital Dallas and have a combined $385 million in assets under management.

Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, closes out 2025 with an impressive 50% growth trajectory. The rapid momentum is the result of the firm’s unique partnership model that prioritizes advisor growth, independence, and operational support. In the fourth quarter, Concurrent added three new advisors to its network: Joseph D’Anniballe and Sean Houston from 1858 Wealth Management, as well as Paul Guerra from Brookshire Wealth Management. Additionally, seven advisors joined existing Concurrent partner firms.

Keaton & Sams Wealth Management has entered into a strategic partnership with Concurrent Investment Advisors, LLC (“Concurrent”) as the firm embarks on its move to independence. Led by founding managing partners Bill Keaton and Alfred Sams, the team oversees more than $1.3 billion in client assets, bringing Concurrent’s total assets under management to over $15 billion.

Concurrent Investment Advisors, LLC (“Concurrent”), a hybrid registered investment adviser supporting independent wealth managers across the country, continues its strong momentum following a standout first quarter that added over $2 billion in new client assets. In Q2, the firm has announced an additional $500 million in affiliated assets and the formal launch of its strategic minority investment initiative, RIA Capital Partners.

Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), is furthering its commitment to growth and advisor empowerment by bringing on David Patchen as Executive in Residence. Patchen will collaborate with the Concurrent leadership team through mentorship and strategic guidance to enhance the firm’s ability to deliver highly customized solutions to every advisor.

Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, continues to attract advisors across the industry, adding six new teams of 17 advisors in the first quarter of 2025. Crownmark Wealth Advisors, Cornerstone Private Wealth, Arky & Miller Financial Group, Center Street Wealth Management, Valenta Capital Management, and Tutelas Financial bring a collective $2.01 billion in assets under management.

Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), has added David Montgomery to lead the firm’s retirement division. In his new role as Managing Director of Retirement Plan Services, Montgomery will serve as a partner and key resource in refining the firm’s retirement offerings, optimizing processes, and providing strategic guidance to expand Concurrent’s reach. Their efforts will focus on delivering greater value to both advisors and their retirement plan clients.

Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), reaches $9.7 billion in assets under management with the addition of six new advisors and additional support staff. Lora Hoff, Carl Lambert and Lindsay Lambert join existing Concurrent teams, Jason Hudson joins under his own brand, Hudson Wealth Management, while the remaining four advisors join as one team under Canopy Asset Management (“Canopy”). The new partnerships bring the firm a collective $885 million in assets under management.

Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, launches its enterprise-grade alternative investments platform, equipping Concurrent’s advisors with comprehensive, multi-asset alternatives portfolios that resonate with the financial goals of high-net-worth investors.

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 Brent Mekosh, managing partners of The Wealth Stewards, merged their two Arizona-based practices as part of their move to the Concurrent platform. They chose Concurrent to provide operational support and growth capital as their team of nine professionals enters the RIA space.

Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), invested heavily in its long-term sustainability with the appointment of four key hires to focus on business development, organic growth programs, and the development of Concurrent’s next generation of financial professionals. Bo Ellison joins Concurrent as Chief Financial Officer; Joe Mooney joins as Managing Director, Advisor Engagement and Enterprise Development; Kerry McDermott joins as VP, Program Development, Strategy, & Growth; and Matthew Unger joins as VP, Head of Centralized Wealth Advisory Services.

Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), continues to meet its growth projections, attracting three new advisors to its platform from Wells Fargo and Raymond James. Ramin Abrams, Sean O’Neill, and Glenn Holmes, collectively contribute $365 million in new assets under management to Concurrent’s $7.5 billion AUM with offices in New York, Florida, and Colorado.

Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”). Advancing on its mission of empowering growth for independent advisors, Concurrent attracted five new advisor groups at launch, onboarding Allegiant Wealth Partners of Virginia Beach, Virginia; Danielson Tate Capital Partners of Mandeville, Louisiana; Spectrum Wealth Partners of West Berlin, New Jersey; Price Financial Management of Berlin Township, New Jersey; and Alex Reid, who joined existing Concurrent partner Columbia Associates.