Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Lakewood Ranch, FL

Every SEC-registered investment adviser representative at a Concurrent Investment Advisors, LLC office in Lakewood Ranch, A to Z.

The short answer

2 registered advisors work at Concurrent Investment Advisors, LLC in Lakewood Ranch, out of 310 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Lakewood Ranch, A to Z

Every Concurrent Investment Advisors, LLC advisor →

Concurrent Investment Advisors, LLC advisors in every city and state →Concurrent Investment Advisors, LLC: assets, clients and custodians →Concurrent news and advisor moves →Advisor Moves: who changed firms this week →

Concurrent Investment Advisors, LLC advisors in other cities

Tampa, FL 125Houston, TX 14McLean, VA 14Dallas, TX 13San Diego, CA 8Alpharetta, GA 5Ashton, MD 5Bradenton, FL 5The Woodlands, TX 4Atlanta, GA 3Charlotte, NC 3Chicago, IL 3Colorado Springs, CO 3Fort Lauderdale, FL 3Greenwood Village, CO 3

Other firms in Lakewood Ranch

All Lakewood Ranch advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Raymond James & Associates, Inc. 14Ameriprise Financial Services, LLC 11Edward Jones 10Cetera Investment Advisers LLC 9Strategic Advisers LLC 9LPL Financial LLC 8Base Wealth Management 5Horizon Wealth Advisors 5Dow Family Office Advisory, LLC 3Equitable Advisors, LLC 3Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Concurrent Investment Advisors, LLC have in Lakewood Ranch?

2 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Lakewood Ranch, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 310 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Concurrent Investment Advisors, LLC one of the largest advisor employers in Lakewood Ranch?

Concurrent Investment Advisors, LLC ranks number 10 in Lakewood Ranch by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.

How do I check a Concurrent Investment Advisors, LLC advisor in Lakewood Ranch?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Concurrent Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.