Burbank, CA Office

Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm offering wealth management, discretionary and non-discretionary investment management, financial planning, retirement plan and participant advisory services to individuals, high‑net‑worth clients, families, trusts, businesses, and retirement plans. The firm reports roughly $15.7 billion in assets under management, about 240 advisors and over 13,000 clients across a multi‑office platform.

Concurrent’s investment approach is primarily long‑term and portfolio-driven, typically using ETFs, mutual funds and selected individual securities, with portfolios constructed and monitored to align with client goals, risk tolerance and tax considerations. The firm may implement strategies through unaffiliated independent managers or an affiliated sub‑adviser (Concurrent Asset Management, LLC), manages held‑away accounts using a third‑party order management tool (Pontera), and uses a third‑party data aggregation and reporting platform for alternative investments.

Several features distinguish Concurrent from many peers: it was founded in November 2022 but scaled quickly to enterprise size, it charges a separate Custody, Platform and Admin fee (typically 0.05% annually), and it makes available third‑party platform options such as Flourish Cash (for which Concurrent receives a 0.10% annual fee on client balances) and access to Flourish Lending for mortgage brokering assistance. The firm maintains institutional relationships with multiple custodians (including Fidelity, Schwab, SEI and Goldman Sachs), discloses reimbursements and third‑party payments and equity incentives tied to its affiliate CAM, and reports no disciplinary history.