Potomac Financial Group Partners with Concurrent to Launch Independent RIA

Concurrent Investment Advisors, LLC ("Concurrent"), a multi-custodial, hybrid registered investment adviser, announced its partnership with Potomac Financial Group ("Potomac"), supporting the firm's ...
Business Wire

Concurrent Achieves 50% Growth in 2025, Increasing AUM from $10B to Over $15B

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, closes out 2025 with an impressive 50% growth trajectory. The ...
Business Wire

Concurrent Reports Significant Growth Adding Six Advisory Teams in The First Quarter

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, continues to attract advisors across the industry, adding six ...