ria

Concurrent Investment Advisors

TAMPA, FL

CRD: 323135

In PWD coverage since August 27, 2026 · 8 stories

$15.7BRegulatory AUMSEC Form ADV · Sep 26

187EmployeesForm ADV

1Deals on our tracker

+1Talent net · 12 months1 in · 0 out

Regulatory AUM · Aug 29 – Sep 26

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 1 incoming events · 0 outgoing events

Arrivals

Winstone Wealth Partners

Sep 21 · from Raymond James Financial Services

Departures

None tracked.

Deal recordFull tracker →

Sep 30, 26Deal closedSpire Investment Partners · $5 — coverage

PWD coverage

move

Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams

Spire's advisors keep their own brands as independent contractors, and both advisors and employees become eligible for Concurrent equity after a year.

move · Sep 21A $425 million team prices independence against the employee channel

Moves · Sep 21Concurrent's Raymond James alumni pipeline lands a fourth team

the_wrap · Sep 21A $63 million climate fund can't follow its $45 million deal

Moves · Sep 21The breakaway that left Raymond James now buys its teams

RIA · Sep 11Agentic AI's 2027 budget line belongs behind the advisor

The Close · Aug 27The next recruiting grid is the advisor's screen

Moves · Aug 27Concurrent turns breakaway recruiting into an equity play

Concurrent Investment Advisors

Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams

The Morning Brief