A complete list of active advisors currently associated with Concurrent Investment Advisors, LLC

Warmer can help you find a great advisor at Concurrent Investment Advisors, LLC or one who fits your needs even better.

Concurrent Investment Advisors, LLC is an SEC-registered, multi‑team advisory firm that serves individuals, high‑net‑worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management (discretionary and non‑discretionary), financial planning (ongoing and project‑based), retirement plan and participant advisory services, and sponsors a wrap fee program, supported by a network of roughly 286 advisors serving over 13,000 clients. Concurrent’s investment process is centered on customized, primarily long‑term portfolios that typically use ETFs and mutual funds and may include individual securities, bonds, alternative investments, and independent sub‑advisers. The firm conducts internal due diligence, constructs strategic asset allocations, and offers operational tools for held‑away accounts (including an order‑management integration) as well as cash management and mortgage‑platform options made available through third‑party providers, with client consent and disclosure of related operational and cybersecurity considerations. What distinguishes Concurrent from many peers are its affiliated sub‑advisory arrangements and platform integrations: the firm may utilize Concurrent Asset Management, LLC (CAM) as a sub‑advisor and discloses that CAM’s use can involve fee sharing and potential equity interests for IARs, creating a material affiliation to consider. Concurrent also makes available third‑party solutions (for cash management and mortgage access) and maintains institutional relationships with multiple custodial platforms, and it explicitly oversees delegated retirement plan model managers and participant‑level implementation.

To learn more about the advisors currently working at Concurrent Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Concurrent Investment Advisors, LLC's office locations.