This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 20, 2025 and March 14, 2026, reported AUM increased 13.1%, from $946.0M to $1.1B.
Across 5 reported observations, AUM increased 38.9% between December 8, 2022 and March 14, 2026, from $770.1M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 1,280 clients, or 128 clients per representative. That equates to $835.8K in reported AUM per client.
The profile lists 5 reported office locations and 22 years in operation. The source data was last updated on March 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Concord Wealth Partners's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Concord Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GARY NEIL AIKEN
Chief Investment Officer
- CRD
- #5966206
- Ownership
- Less than 5%
JONATHAN ROBERT WEATHERLY
Partner, Wealth Advisor, Chief Compliance Officer
- CRD
- #4811385
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Concord Wealth Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Concord Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.