Concurrent Investment Advisors Adds Fehrman Investment Group and Three Advisors to RIA Platform

Concurrent Investment Advisors Onboards The Wealth Stewards

May 20, 2024

Financial Services

Concurrent Investment Advisors welcomed The Wealth Stewards — a merged, Arizona-based advisory team of nine professionals with over $500 million AUM — to its multi-custodial RIA platform. Concurrent will provide operational support, legal/transition assistance, and growth capital to help the firm expand services for high-net-worth and business-owner clients.

Concurrent Investment Advisors Acquires Next Retirement Solutions

December 12, 2025

Wealth Management

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.

MAI Capital Management Acquires Halpern Financial

October 7, 2024

Wealth Management

MAI Capital Management has acquired Halpern Financial, a fee-only RIA with approximately $1.2 billion in client AUM and offices in Ashburn, Virginia and Rockville, Maryland (with a presence in Naples, Florida). Terms were not disclosed; Halpern's founder Ted Halpern will become a regional president and the firm will adopt MAI's branding and internal infrastructure to support growth and expand MAI's regional footprint.

Wealth Enhancement Group Adds The Financial Advisory Group (Houston RIA)

June 9, 2024

Financial Services

Wealth Enhancement Group has added The Financial Advisory Group, LLC, a Houston-based independent RIA led by Richard J. Alphonso, bringing a team of seven advisors and 14 support staff managing over $1.22 billion in client assets. The move expands Wealth Enhancement Group's presence in Texas (its third location in the state) and broadens its tax planning, family office and niche advisory capabilities.

MAI Capital Management Acquires Concentric Wealth Management

December 31, 2024

Financial Services

Cleveland-based MAI Capital Management has acquired Concentric Wealth Management, a Lafayette, California RIA with six employees and $662 million in client assets, effective December 31, 2024. Concentric's founders, Eric Flett and Stewart McGuire, will adopt MAI branding and join as regional presidents as the firm integrates MAI's operations, HR and marketing resources.

&Partners Adds Mannen Financial Group as 100th Advisor Practice

October 27, 2025

Wealth Management

&Partners, an advisor- and employee-owned wealth management platform, announced that Mannen Financial Group has joined as its 100th advisor practice. The affiliation expands &Partners' footprint while preserving an ownership model that makes advisors owners; the firm now reports approximately $50 billion in pre-hire assets and $350 million in revenue.