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Monday, September 21, 2026The Morning Brief →Sign in
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Concurrent Investment Advisors

TAMPA, FL
CRD: 323135
In PWD coverage since August 27, 2026 · 7 stories
$15.7BRegulatory AUMSEC Form ADV · Sep 18
187EmployeesForm ADV
-22Talent net · 12 months0 in · 22 out
Regulatory AUM · Aug 28 – Sep 18
Talent flow · 12 monthsOn the wire →
Net -22 · 0 arrivals · 22 departures
Advisor
Sep 20 · team liftout
Advisor
Sep 20 · team liftout
Advisor
Sep 20 · team liftout
Arrivals
None tracked.
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
PWD coverage
move

A $425 million team prices independence against the employee channel

Winstone's exit gives advisors weighing independence a benchmark: platform equity and a license to buy, set against what the employee-channel seat pays.
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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