We streamline the path to independence for entrepreneurial advisors. Advisors in the Concurrent network control their own destiny, secure in the knowledge that they have access to the robust, open-architecture platform of Raymond James, a full-service custodian, broker/dealer and SEC-registered investment adviser.

Concurrent delivers a dedicated transition and business consulting team, providing project management and onsite support to assist our advisors through every step of the process. While our advisors focus on working with clients, our business consulting team supports them in locating and negotiating real estate, forming their business entity structure, establishing their chart of accounts, and securing payroll services and benefits for their teams. The result: A business established on a solid foundation and superior retention of client assets. Since most advisors change broker/dealers or clearing companies once or twice in their career, they feel at ease knowing they can leverage our experience and proven process.

We take on the “non-differentiating” back-office functions, so advisors can focus on what matters most – serving their clients and building their business. We help you with such responsibilities as compliance, supervision, and client operations by working with the Raymond James home office. We offer concierge support to eliminate minor annoyances and to create connectivity within the network.

Furthermore, Concurrent works with each advisor to craft their business plan and has resources in place, such as our virtual admin team and small accounts team, to help bridge the gap between hires, saving time and money without sacrificing service. When an advisor partners with the Concurrent network, they gain the freedom to focus on their highest and best use.

Collaboration is in our DNA, allowing each advisor to bring their own operational expertise to the network as we work together on ideas and strategies to achieve better outcomes for our teams and their clients.

Our exclusive in-house practice management experts and enterprise consultants have helped countless advisors seamlessly transform their practice within the independent model. To put it simply, we meet our advisors where they are and take them to where they want to be.

If inorganic growth fits their business plan, our M&A and experienced advisor recruiting teams work tirelessly to create and close upon opportunities, allowing them to leverage their existing infrastructure to create an attractive value proposition for prospective joins.

We know what it takes to thrive in the independent space because our founding partners have all faced and conquered those challenges in their own businesses. We’ve learned from our mistakes and have built out our team so you don’t have to. Our goal is to help you to create sustainable, defensible, and transferable enterprise value and deliver a superior client experience.