Concurrent Advisors

Concurrent (concurrentadvisors.com) is an advisor-owned partnership of independent organizations working together to realize a common vision of creating a quality client experience while growing their own practices. Headquartered in San Diego, Concurrent was founded in 2016 and currently serves 130 advisors in 59 offices with $13.5 billion in asset... s under management (AUM) and more than $12 billion under advisement (as of 1/1/2022). Drawing upon their individual and unified strengths, our financial advisors leverage their collective scale to provide an attractive value proposition to both clients and other independent-minded advisors in a highly competitive and constantly evolving wealth management landscape. Concurrent and its network of advisor teams are not registered broker/dealers or registered investment advisers. Concurrent's network of financial advisors are registered representatives of Raymond James Financial Services, Inc.Read More