Concurrent Supports the Launch of Another Billion-Dollar Firm, TAVO Wealth

Concurrent Investment Advisors, LLC ("Concurrent") has partnered with TAVO Wealth ("TAVO"), providing strategic transition guidance and support as the team launched its independent practice. TAVO ...
Financial Advisor

Concurrent Network Adds 3 Advisors With Combined $450M AUM

Fehrman Investment Group, a family-owned practice in Augusta, Ga., and three other advisors have joined the Concurrent Investment Advisors network, adding more than $450 million in client assets. The ...
InvestmentNews

TAVO Wealth breakaway debuts RIA with Concurrent investment after Raymond James exit

An advisor team managing $1.2 billion in client assets has left Raymond James to go independent with Florida-based RIA Concurrent, which will take a minority stake in the newly formed TAVO Wealth TAVO ...
Business Wire

Concurrent Maintains Growth Momentum, Adding Fehrman Investment Group and Three Other Advisors

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a leading independent registered investment adviser (RIA) platform, reported significant growth at the start of 2026 ...
Business Wire

The Wealth Stewards Aligns with Concurrent

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial ...