Concurrent Investment Advisors, a hybrid registered investment adviser, has launched RIA Capital Partners, a strategic minority investment initiative designed to provide growth capital, succession planning solutions, and partial monetization opportunities for independent wealth management firms, following a period of significant asset growth.Concurrent reported a strong first quarter, adding over $2 billion in new client assets, and continued this momentum into Q2 with an additional $500 million in affiliated assets. The firm’s new program, RIA Capital Partners, formally debuted to extend its support to independent registered investment advisors (RIAs) seeking strategic capital partnerships.Among the initial firms to align with Concurrent’s platform is Alden Capital Management, based in Bellevue, Washington, which manages $390 million in assets under management (AUM). Alden Capital Management cited Concurrent’s advisor-first culture, flexible architecture, and integrated operational support as key factors in their decision. Joe Mooney, Head of Business Development at Concurrent, stated, “These teams represent exactly the type of growth-minded, independent advisors our platform is built to support. They’re client-centric, entrepreneurial, and understand the long-term benefits of aligning with a partner—not a consolidator.”RIA Capital Partners aims to offer minority investments to RIAs seeking capital for business growth, succession strategies, or partial owner liquidity. The first investments made under this new initiative include Post Oak Wealth Partners of Houston, Texas, with $250 million in AUM, led by Rob Wyrick, and Oliver Capital Management from Seattle, Washington, which manages $450 million in AUM, led by Mark Oliver. Nate Lenz, CEO of Concurrent, commented on the program’s timely introduction: “With capital becoming more accessible, we’re seeing increased demand from RIAs looking to de-risk, scale, or transition their businesses. We’re uniquely positioned to serve as a capital partner because we’ve been through this journey ourselves and can offer more than just funding—we bring experience, infrastructure, and a community of support.”Beyond capital infusion, RIA Capital Partners provides RIAs with comprehensive strategic and operational consulting. Liz Lenz, Managing Director of Practice Synergies and Enterprise Consulting, emphasized, “RIAs want more than just an investor—they want a thought partner. We start with a consultative discovery process to evaluate the firm’s structure, client experience, and growth trajectory. From there, we deliver tailored coaching, workshops, and enterprise-level support across leadership, advisors, and staff.” Through the program, firms gain access to Concurrent’s full suite of capabilities, including asset management, recruiting, M&A, marketing, and technology, designed to facilitate intentional and purposeful scaling. Liz Lenz added, “With experts who’ve built and grown firms before, we help our partners design better service models, improve operational infrastructure, and enhance long-term enterprise value.”Headquartered in Tampa, Florida, Concurrent Investment Advisors was established in 2017 by former advisors, business owners, and industry leaders. The firm operates as a multi-custodial, hybrid registered investment adviser, supporting independent wealth managers nationwide. Through its partnership with Merchant, Concurrent offers its advisors growth capital, full operational support, and opportunities for shared equity ownership, fostering an ethos of independence and collaboration among its network.Concurrent anticipates announcing additional investments through RIA Capital Partners in the coming months.