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Thursday, October 1, 2026The Morning Brief →Sign in
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Spire Investment Partners

In PWD coverage since October 1, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal closedConcurrent Investment Advisors · $5 — coverage
PWD coverage
move

Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams

Spire's advisors keep their own brands as independent contractors, and both advisors and employees become eligible for Concurrent equity after a year.
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