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Private Wealth Daily
ria

Concurrent Investment Advisors

TAMPA, FL
CRD: 323135
In network coverage since August 27, 2026 · 12 stories
$15.7BRegulatory AUMSEC Form ADV · Oct 24
187EmployeesForm ADV
3Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Aug 29 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Winstone Wealth Partners
Sep 21 · from Raymond James Financial Services
Departures
None tracked.
Deal recordFull tracker →
Oct 2, 26Deal announcedSpire Investment Partners · $5 — coverage
Oct 2, 26Deal announcedSpire Investment Partners · $5.4K — coverage
Sep 30, 26Deal closedSpire Investment Partners · $5 — coverage
Network coverage
Recruiting & transitions

Eight Raymond James brokers register $1.4B RIA, keep custody at firm

Seven of the eight advisors are keeping brokerage licenses through Kingswood Capital Partners while the new firm will continue to custody with the St. Petersburg, Florida-based firm.
Deals & PE · Oct 4Concurrent announces $5.4B Spire purchase and $3B–$10B platform target
Deals & PE · Oct 3Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed
M&A · Oct 3Concurrent to add Spire's $5.4B and 30-plus advisor teams in first platform purchase
Recruiting & transitions · Oct 1Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams
Recruiting & transitions · Sep 21A $425 million team prices independence against the employee channel
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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