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 ...

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”). Advancing on its ...

Last September, Tampa-based Concurrent announced it would restructure as a multi-custodial, hybrid RIA to create more flexibility and give advisor affiliates access to a broader range of investment ...

United Capital is accusing Concurrent Investment Advisors of helping a former employee breach confidentiality agreements after she left United Capital following its acquisition by Creative Planning.