Concurrent Investment Advisors Acquires Spire Investment Partners
October 3, 2026
Concurrent Investment Advisors acquired Spire Investment Partners, adding approximately $5.4 billion in assets and more than 30 advisor teams to its wealth management platform. The acquisition expands Concurrent’s footprint to 33 states and gives Spire advisors access to additional technology, centralized services, growth capital, and succession resources while preserving their practice ownership and independence.
- Buyers
- Concurrent Investment Advisors
- Targets
- Spire Investment Partners
- Industry
- Wealth Management
- Location
- Virginia, United States
- Transaction Type
- Buyout
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