Concurrent Investment Advisors is a multi-custodial, hybrid registered investment adviser (RIA) that empowers advisors to enhance their clients’ financial futures. By offering bespoke client solutions, curated resources, and robust technology, Concurrent supports advisors in delivering personalized wealth management services. The firm provides a comprehensive platform that includes compliance, operational support, investment due diligence, and access to leading custodians and broker-dealers. This infrastructure enables advisors to operate independently while leveraging best-in-class technology and solutions.