Opportunities for established advisors

Concurrent Advisors is an advisor-owned, full service partnership, bringing together elite independent offices with a common vision of transforming the client experience and driving growth. Leveraging a collaborative approach, Concurrent offloads the non-differentiating aspects of running an independent business while investing in the human capital, infrastructure and technology necessary to compete in the evolving wealth management landscape.

"Coming together is a beginning; keeping together is progress; working together is success."

- Henry Ford

The Concurrent Advantage

Founded in 2017, Concurrent Advisors represents the partnership of 8 like-minded firms, operating under a national brand, and collaborating to enhance the value proposition for clients and advisors alike. Thwarting the inherent conflicts that accompany traditional aggregator models, our partner firms maintain complete operational autonomy, contributing to shared resources, while gaining access to infrastructure and support not otherwise attainable.

Explore the benefits of partnering with Concurrent below:

A Commitment to Best Practices

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Fortified Back Office

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Succession Planning, Acquisition, and Recruiting

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Institutional Expertise

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