Concurrent Adds Fehrman Investment Group and Three Other Advisors

The partnerships bring over $450 million in combined assets, raising Concurrent's total AUM to $17 billion.

Published on Mar. 2, 2026

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Concurrent Investment Advisors, a leading independent registered investment adviser (RIA) platform, reported significant growth at the start of 2026 with the addition of Fehrman Investment Group and three other advisors to its network. The partnerships bring over $450 million in combined assets, raising Concurrent's total AUM to $17 billion.

Why it matters

Concurrent's growth highlights the increasing trend of independent advisors seeking to join larger RIA platforms to gain access to expanded resources, technology, and institutional-grade support to better serve their clients.

The details

Fehrman Investment Group, a family-owned firm led by President Jeff Fehrman, CFP®, joined Concurrent with over $300 million in managed assets. The team cited their decision to join Concurrent was centered on enhancing the client experience by gaining access to Goldman Sachs Custody Solutions, an expanded range of investment resources, top-tier technology, and institutional-grade planning support. Additionally, three other advisors joined firms already established under the Concurrent platform, bringing more than $150 million in AUM collectively.

  • Concurrent reported the growth at the start of 2026.

The players

Concurrent Investment Advisors, LLC

A leading independent registered investment adviser (RIA) platform providing capital, consulting services, and comprehensive support to independent-minded financial professionals.

Fehrman Investment Group

A family-owned firm led by President Jeff Fehrman, CFP®, that serves clients through strategic investment management, comprehensive financial planning, and corporate retirement planning.

Jeff Fehrman

The President of Fehrman Investment Group, a CFP® professional committed to providing personalized, reliable advice to clients.

Katie Fehrman Edmonds

A financial advisor at Fehrman Investment Group and the daughter of Jeff Fehrman.

Charles Sacco

An advisor who joined Ciliberti & Associates, an established firm under the Concurrent platform.

Dave Coleman

An advisor who affiliated with Lindamood Financial Group in Virginia, an established firm under the Concurrent platform.

Amanda Adams

An advisor who was welcomed to The Wealth Stewards team, an established firm under the Concurrent platform.

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What they’re saying

“My entire career has been anchored by a commitment to providing clients with personalized, reliable advice. With Concurrent as our partner, we can continue executing on that commitment with access to a top custodian, expanded investment options and practice management support.”

— Jeff Fehrman, President, Fehrman Investment Group (Business Wire)

“Our team will be even more efficient, as we continue to deliver the holistic advice our clients have come to expect from us.”

— Katie Fehrman Edmonds, Financial Advisor, Fehrman Investment Group (Business Wire)

“Welcoming a firm of Fehrman's caliber while continuing to grow alongside our partner firms underscores how our platform supports advisors at every stage of their career. Our goal is to provide the infrastructure and partnership entrepreneurial advisors need to build and scale sustainable practices with complete ownership.”

— Joe Mooney, Managing Director and Head of Business Development, Concurrent (Business Wire)

The takeaway

Concurrent's continued growth by adding established advisory firms like Fehrman Investment Group demonstrates the appeal of RIA platforms that can provide independent-minded advisors with the resources, technology, and institutional-grade support needed to scale their businesses and enhance the client experience.