Concurrent Investment Advisors, LLC

About Concurrent Investment Advisors, LLC

<p>Founded in 2016, Concurrent Investment Advisors, LLC supports financial advisors who work with retirement plan sponsors, individuals, and families. The firm is an SEC Registered Investment Advisor headquartered in Tampa in Florida’s Gulf Coast region.</p> <p>Concurrent works with corporate plans, nonprofit plans, and associations, and reported $15.7B in assets under management (2026). Its retirement plan work includes plan design and plan document construction, investment analysis, participant advice, and compliance support.</p> <p>For sponsors that want a defined fiduciary role, Concurrent offers 3(21) support and provides on-site participant support. The firm also supplies annual executive summaries for plan sponsors and spells out service agreements and fee arrangements in plain terms.</p> <p>What sets Concurrent apart is its focus on backing other advisors with a clear, repeatable process for reporting and fee transparency across the plans they manage.</p> <ul> <li>SEC Registered Investment Advisor</li> <li>Founded in 2016; 65 employees</li> <li>Headquartered in Tampa (serving the greater Tampa Bay area)</li> <li>Services: 3(21), plan design, participant advice, compliance</li> <li>Annual executive summaries and transparent fee/service agreements</li> </ul>

Website: https://poweredbyconcurrent.com/plan-sponsors/

Founded: 2016

Employees: 65