Concurrent Investment Advisors Acquires Next Retirement Solutions
December 12, 2025
Concurrent Investment Advisors completed the full acquisition of Next Retirement Solutions, a retirement-advisory practice overseeing roughly $10 billion in plan assets and about 150,000 plan participants. The deal brings Next Retirement’s retirement-plan capabilities in-house as Concurrent expands its retirement services and organic growth channels.
- Buyers
- Concurrent Investment Advisors
- Targets
- Next Retirement Solutions
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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