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 ...

BOULDER, Colo., June 2, 2025 /PRNewswire/ -- Concurrent Investment Advisors, LLC ("Concurrent"), a leader in wealth management solutions, is expanding its partnership with TIFIN @Work by leveraging ...

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 Advisor, a multi-custodial, hybrid registered investment advisor, has added six new teams, boosting its assets under advisement in the first quarter to $10 billion, according to ...

Valve has once again hit an all-new concurrent user peak record - this time, topping 28 million users. It's the latest in a long-line of record-breaking stats for Valve, which first saw the number of ...

Almost a year after its transition from an office of supervisory jurisdiction under Raymond James, Concurrent is shifting into “growth mode” as a multicustodial, hybrid RIA platform for independent ...

Steam's done it again: another weekend, another concurrent user record broken and a new one set. According to SteamDB, over 34.5 million of us were simultaneously online earlier today, setting an ...

Concurrent continues its steady growth, leveraging its partnership and platform capabilities to support the launch of a new national firm led by four industry veterans Concurrent Investment Advisors, ...

Fehrman Investment Group, a family-owned practice in Augusta, Ga., and three other advisors have joined the Concurrent Investment Advisors network, adding more than $450 million in client assets. The ...