Concurrent has acquired Spire Investment Partners, according to a Wealth Solutions Report WSRIA Roundup cited in a LinkedIn post dated November 3, 2026. The purchase price was not disclosed in the source.
Spire Investment Partners is led by David Blisk. The acquisition adds approximately $5.4 billion in assets and more than 30 advisor teams to Concurrent, the source states.
The roundup lists the transaction among other wealth management deals reported in the same period, including Wealth Enhancement's agreement to acquire RWA Wealth Partners and Beacon Pointe Advisors' acquisition of three RIAs. The source does not give terms, advisers or a closing date for the Concurrent deal beyond the asset and team figures above.