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Friday, October 2, 2026The Morning Brief →Sign in
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Nate Lenz

In PWD coverage since August 27, 2026 · 6 stories
PWD coverage
M&A

Concurrent acquires Spire Investment Partners, its first RIA platform purchase

The asset purchase adds more than 30 advisor teams and about $5.4 billion in assets, lifting Concurrent's total to $28.6 billion; no purchase price was disclosed.
move · Oct 1Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams
move · Sep 21A $425 million team prices independence against the employee channel
Moves · Sep 21Concurrent's Raymond James alumni pipeline lands a fourth team
Moves · Sep 21The breakaway that left Raymond James now buys its teams
Moves · Aug 27Concurrent turns breakaway recruiting into an equity play
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