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CONCURRENT INVESTMENT ADVISORS LLC

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served88+31 YoYRank #229 of mapped providers
Assets under administration$10.8B0.0%Market share · rank #1108
Fees received$3MMedian $27,693/planSum across Schedule C direct + indirect
Net wins YoY+2935 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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