Concurrent Investment Advisors, LLC
Tampa, FL·SEC-registered · CRD #323135
Concurrent Investment Advisors, LLC is an SEC-registered investment advisory firm in Tampa, FL managing $16B across 50k client accounts, with 161 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$16B
Client accounts
50k
Advisory staff
161
Fee model
Fee-based
How Concurrent Investment Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL CONCURRENT INVESTMENT ADVISORS, LLC
See how Concurrent compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Concurrent Investment Advisors, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Concurrent Investment Advisors, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Concurrent Investment Advisors, LLC
How much does Concurrent Investment Advisors, LLC manage?
Per its most recent SEC Form ADV filing (06/01/2026), Concurrent Investment Advisors, LLC reports $16B in regulatory assets under management across roughly 50k client accounts.
How does Concurrent Investment Advisors, LLC charge?
Concurrent Investment Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Concurrent Investment Advisors, LLC a fiduciary?
Yes. Concurrent Investment Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #323135), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Concurrent Investment Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Concurrent Investment Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Tampa, FL
Profile compiled from Concurrent Investment Advisors, LLC's public SEC Form ADV filing (CRD #323135, filed 06/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Concurrent Investment Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Concurrent Investment Advisors, LLC? Claim this profile.