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Friday, October 2, 2026The Morning Brief →Sign in
ria

Concurrent Investment Advisors

TAMPA, FL
CRD: 323135
In PWD coverage since August 27, 2026 · 8 stories
$15.7BRegulatory AUMSEC Form ADV · Sep 25
187EmployeesForm ADV
1Deals on our tracker
-21Talent net · 12 months1 in · 22 out
Regulatory AUM · Aug 28 – Sep 25
Talent flow · 12 monthsOn the wire →
Net -21 · 1 arrivals · 22 departures
Advisor
Sep 20 · team liftout
Advisor
Sep 20 · team liftout
Advisor
Sep 20 · team liftout
Arrivals
Jeff Green
Sep 21 · from Raymond James Financial Services
Departures
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
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
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