Opportunities for established advisors
Concurrent Advisors is an advisor-owned, full-service partnership bringing together professional independent offices with a common vision of transforming the client experience and driving growth. Leveraging a collaborative approach, Concurrent offloads the non-differentiating aspects of running an independent business while investing in the human capital, infrastructure and technology necessary to compete in the evolving wealth management landscape.
The Concurrent advantage
Founded in 2016, Concurrent Advisors represents the partnership of like-minded firms, operating under a national brand, and collaborating to enhance the value proposition for clients and advisors alike. Thwarting the inherent conflicts that accompany traditional aggregator models, our partner firms maintain complete operational autonomy, contributing to shared resources while gaining access to infrastructure and support not otherwise attainable.
Explore the benefits of partnering with Concurrent below:
A commitment to best practices
Fortified back office
Succession planning, acquisition and recruiting
Concurrent Advisors are not registered broker/dealers and are independent of Raymond James Financial Services.