RIA · Independent channel
Concurrent
Includes the history of Spire Investment Partners (acquired October 2026)
Operate an advisory practice under the host firm’s RIA registration, using its supervision and practice resources.
- Website
- poweredbyconcurrent.com
- Regulator record
- CONCURRENT INVESTMENT ADVISORS, LLC (SEC)
Recorded arrivals
4
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$7.7B
Reported practice assets · 4 of 4 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Arrivals 4
Teams joining Concurrent in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 1 | Acquisition | Spire Investment PartnersMcLean, VA | Spire Investment PartnersRIAacquired by Concurrent, Oct 2026 | $5.4B | Press Release |
| Jul 8 | Lateral | Todd M. WikeAshton, MD | Raymond James Financial ServicesIndependent Broker-Dealer | $750M | AdvisorHub |
| May 12 | Breakaway | David B. AhlquistHouston, TX | Raymond James & AssociatesWirehouses, Banks & BDs | $1.2B | AdvisorHub |
| Feb 27 | Lateral | Fehrman Investment GroupAugusta, GA | Raymond James Financial ServicesIndependent Broker-Dealer | $300M | Wealth Management |
Departures 0
Teams leaving Concurrent in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.