Transform your practice into a business

Concurrent streamlines the launch, accelerates the growth, and unlocks the value of an independent financial advisory practice.

Who We Are

Concurrent arose from the belief held by a group of elite financial advisors that independence was the way of the future.

What We Do

We streamline the path to independence for entrepreneurial advisors.

Join Us

Enjoy the freedom and flexibility to manage your practice your way, with the backing and infrastructure of Concurrent.

© 2023 Concurrent’s network of financial advisors are registered representatives of and offer securities through Raymond James Financial Services, Inc., member FINRA/SIPC and investment adviser representatives and provide investment advice on behalf of Raymond James Financial Services Advisors, Inc. Concurrent is not a registered broker/dealer or investment adviser and is independent of Raymond James. Raymond James is not responsible for the content of this website; this is not an offer of brokerage or investment advisory services. Raymond James Financial Services, Inc. and the respective business conducted under Concurrent Advisors is not affiliated with Concurrent Investment Advisors, LLC, an independent Registered Investment Advisor commencing operations in November 2022.