Concurrent Advisors
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
12651 High Bluff Dr Ste 250, San Diego, ...Phone Number
(858) 634-9665Website
www.concurrentadvisors.comRevenue
$21.2 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About 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 assets 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.Explore more
Popular SearchesConcurrent AdvisorsConcurrent Advisors LLCRaymond James Financial Services IncConcurrentadvisorsConcurrentSIC Code 62,628NAICS Code 52,523Show moreConcurrent Advisors Org Chart
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Concurrent Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Concurrent Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Concurrent Advisors.
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Concurrent Advisors News & Media
Concurrent Supports Launch of Columbia-Based Vision Wealth Advisors
COLUMBIA, S.C. & TAMPA, Fla.--(BUSINESS WIRE)--To give their clients in the Columbia community a higher caliber of independent financial advice, a team of four financial professionals broke away from the wirehouse channel to found Vision Wealth Advisors, simultaneously joining Concurrent and Raymond James. Mark P. Sullivan, Michael L. Schulz, E. Steelman Ketchum, and C. Shawn Roberts, who managed a collective $630 million in client assets, worked together for nearly 20 years in the wirehouse woConcurrent Supports Advisor Affiliates With $953M of New Business in Q1 2022
SAN DIEGO--(BUSINESS WIRE)--Concurrent Advisors supports its independent advisor affiliates by attracting new talent representing nearly $1B in managed assets.Concurrent Reaches 5-Year Milestone As Its Advisors Double Pre-Pandemic Assets
SAN DIEGO--(BUSINESS WIRE)--Concurrent Advisors, a partnership of independent wealth managers affiliated with Raymond James Financial Services, Inc. (RJFS), looks ahead to 2022 after a year in which the firm welcomed 26 new advisor teams across 10 states with its suite of services and growth capital options tailored for newly-independent advisors. The new teams represent $3.5 billion in added managed assets. In total, the AUM of all Concurrent-affiliated advisors rose to $13.5 billion in manageFueled By A Family’s Love, Adalan Private Wealth Joins Concurrent
WASHINGTON & SAN DIEGO--(BUSINESS WIRE)--After 20 years at Morgan Stanley, Anthony David wanted to give his clients superior service, and he wanted to show his three children the value of bold action. Anthony and his team founded Adalan Private Wealth, simultaneously joining with Concurrent and Raymond James. Named for Anthony’s three children, Adam, Alex, and Anthony Jr., Adalan Private Wealth offers comprehensive financial planning and wealth management services to clients in the Washington D
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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... Read More
