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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2004
- Office Locations
- 5
Office Locations
About Concord Wealth Partners
Concord Wealth Partners provides goal-driven wealth management for high-net-worth individuals and growth-minded business owners, combining financial and retirement planning with estate, tax and accounting strategy, and investment management. Portfolios are built by an in-house asset management team and commonly use ETFs and mutual funds, with ESG/risk-aligned positioning when appropriate. Tech-enabled, multi-office firm serving clients nationwide via its B.E.S.T. onboarding process.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
GARY NEIL AIKEN
Chief Investment Officer
- CRD
- #5966206
- Ownership
- Less than 5%
JONATHAN ROBERT WEATHERLY
Chief Compliance Officer
- CRD
- #4811385
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRYAN CODY ANDERSON
--
- CRD
- #7063690
REBECCA MICHELLE BLEVINS
Wealth Advisor
- CRD
- #6191164
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,069,864,356 | $326,876 |
| Non-Discretionary | $0 | -- |
| Total | $1,069,864,356 | $326,876 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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