Concurrent Investment Advisors, LLC

CRD 323135 · Tampa, FL · $15.7B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 323135
SEC number: 801-126555
Firm type: RIA
Assets under management: $15.7B as of Jun 1, 2026
Website: www.nextretirementsolutions.com ↗
Phone: 813-709-8800
Address: 100 S. Ashley Drive, Tampa, FL, 33602

Advisors at this firm

218 in our index · page 5 of 5

Wesley Blake TurnerCRD 5973050 · Alpharetta, GA

IA RegisteredBroker
Colby John ValentaCRD 6094680 · Westminster, CO

IA RegisteredBroker
Michael Joseph ValentaCRD 1386978 · Westminster, CO

IA RegisteredRegistration inactive

Disclosure event(s) on record
Gabriel Kenneth VeveCRD 6802016 · Greenwood Village, CO

IA RegisteredRegistration inactive
Max Jamison ValentaCRD 7129126 · Westminster, CO

IA RegisteredRegistration inactive
Christopher Nicholas Van HornCRD 5129488 · Tampa, FL

IA RegisteredRegistration inactive
Steven Joseph VannostrandCRD 5448221 · Houston, TX

IA RegisteredRegistration inactive
Michael Paul VoltinCRD 6115457 · Austin, TX

IA RegisteredRegistration inactive

Disclosure event(s) on record
Robert Owen WareingCRD 2964081 · The Woodlands, TX

IA RegisteredRegistration inactive
Ralph Corley WatsonCRD 3233928 · Alpharetta, GA

IA RegisteredBroker

Disclosure event(s) on record
Jonathan Graham WilliamsCRD 2640805 · Dallas, TX

IA RegisteredRegistration inactive
Peter Johnston WrightCRD 2077991 · Pineville, LA

IA Registered
Gary Duwayne WurlCRD 2243508 · Houston, TX

IA RegisteredRegistration inactive
Mitchell Oyer WeeksCRD 8177456 · Bellevue, WA

IA RegisteredRegistration inactive
Matthew Berkley WigrenCRD 5762011 · Bellevue, WA

IA RegisteredBroker
Voselyn D Williams-BarnesCRD 2635901 · Atlanta, GA

IA RegisteredRegistration inactive
Tyisha Marie WolfeCRD 4895073 · Crowley, TX

IA RegisteredBroker

Disclosure event(s) on record
Adam WrightCRD 6218119 · Westminster, CO

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 323135 ↗ FINRA BrokerCheck record for firm CRD 323135 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.