Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. 

We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com. 

Consulting

Investment Management

Personal Finance

Concurrent

Concurrent's headquarters in Tampa, United States

This department provides strategic advice and solutions for centralized wealth management.

Wealth Advisory Services

This department oversees and coordinates various operational functions to enhance organizational efficiency and effectiveness.

Operations Management

This department focuses on creating growth opportunities and strategic partnerships to enhance the organization’s market presence.

Business Development

This department oversees the overall strategic direction and management of the organization.

Executive Leadership

This department focuses on overseeing and optimizing investment strategies and implementations.

This department oversees adherence to laws, regulations, and policies to ensure organizational integrity and risk management.

Compliance Department

This department focuses on managing and developing private wealth and retirement plan services for clients.

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Other teams

Operations Management

Business Development

Executive Leadership

Investment Management

Compliance Department

Wealth and Retirement Services