Concurrent Acquires Winstone Wealth Partners in Houston Expansion
Concurrent Investment Advisors has acquired Winstone Wealth Partners based in Houston, adding $425 million to its assets under management and bringing the firm's total AUM/AUA above $23 billion. The acquisition includes five advisors joining Concurrent’s platform as part of a broader expansion strategy that saw 25 advisors join in early 2026 alone. Winstone, led by CEO Jeff Green, will retain its name while leveraging Concurrent’s resources for organic and inorganic growth opportunities. Concurrent's CEO Nate Lenz emphasized the firm’s commitment to supporting independent advisor teams without compromising their distinct identities or client relationships. Concurrent has been actively expanding since breaking away from Raymond James in 2022 by acquiring former RIA teams, with a focus on enhancing its home office capabilities across operations and compliance. The company is majority employee-owned and also makes minority investments in other RIAs.
Topics: Firm expansion Investment advisers Wealth management