Concurrent Information

Concurrent is a national, advisor-first RIA platform built to empower independent financial professionals with the freedom to grow on their own terms. We partner with advisors through a hands-on approach—providing the infrastructure, operational support, resources, and community needed to deliver exceptional client outcomes while scaling an independent business with confidence. With a focus on flexibility, autonomy, and long-term partnership, Concurrent helps advisors spend more time where it matters most: serving clients, building their practice, and shaping their future. As one of the largest and fastest-growing registered investment advisors in the country, we are proud to support a community of like-minded professionals committed to excellence, independence, and purpose-driven growth. Learn more at www.poweredbyconcurrent.com