Concentus Wealth Advisors
Concentus Wealth Advisors is a privately held, SEC-registered independent Registered Investment Adviser in Newtown Square, Pennsylvania, providing fee-based fiduciary wealth management, financial planning, and trust services to high-net-worth individuals and families, with approximately $1 billion in assets under advisement.
- Company typePrivate
- Founded2014
- HeadquartersNewtown Square, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Concentus Wealth Advisors does
Concentus Wealth Advisors is a privately held, SEC-registered independent Registered Investment Adviser (RIA) headquartered in Newtown Square, Pennsylvania. The firm was formed in its current independent form in February 2014 by the Strid founding principals who departed Wells Fargo Advisors; its lineage traces back to 1967 through G.D. Strid and Associates at Merrill Lynch and later Wells Fargo. The firm serves high-net-worth individuals and families, with explicit segmentation around the "Maturing" (ages 44-66) and "Exploring" (post-66) life stages, delivering comprehensive wealth management, financial planning, investment management, and estate/trust services. As of July 2025, the firm reached $1 billion in assets under advisement, up from $500M in 2017 and $750M in 2021.
The firm's service model is delivered by a team of 14+ employees (200+ years of combined experience, including multiple CFP®, ChFC®, and MBA-credentialed advisors) through a high-touch, fiduciary advisory relationship. The differentiated planning methodology centers on the proprietary Riverkeeper Navigator process, the River of Wealth framework, the WealthTrak Navigator checklist, and a written Wealth Policy Statement. The technology stack is a curated set of third-party wealthtech integrations rather than a proprietary platform: Addepar for portfolio reporting (WealthTrak Portfolio), RightCapital for financial aggregation (WealthTrak Organizer), Box for secure document sharing (WealthTrak Documents), Fynancial for the Concentus mobile app, and Charles Schwab as primary custodian. Trust services are delivered through a partnership with National Advisors Trust Company under the Concentus Private Trust brand.
The business model is a recurring, fee-based advisory model charging a percentage of assets under advisement, supplemented by trust services revenue. The firm has no external institutional investors or private equity backing, having grown organically to $1B AUA. GTM is sales-led and relationship-based, with referrals from existing clients, CPAs, and professional networks serving as the primary acquisition channel. The firm markets through multi-channel content (blog, YouTube, newsletters, LinkedIn, Facebook) and earned media (Forbes Best-In-State 2021-2026, Financial Times Top 300, Citywire Future 50, WSJ, Philadelphia Inquirer, CNBC), serving the Northeast US market from a single office at Ellis Preserve.
Concentus Wealth Advisors firmographics
Firmographics- Name
- Concentus Wealth Advisors
- Legal name
- Concentus Wealth Advisors
- Website
- https://concentus.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Concentus Wealth Advisors is a privately held, SEC-registered independent Registered Investment Adviser in Newtown Square, Pennsylvania, providing fee-based fiduciary wealth management, financial planning, and trust services to high-net-worth individuals and families, with approximately $1 billion in assets under advisement.
- Ownership category
- akta.pro rank
Concentus Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Directed Trust & Trust Advisory Services (FSAAANAK), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Concentus Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Newtown Square
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Concentus Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Advisory Fee - Assets Under Management: Fee-based advisory services where the firm charges a percentage of assets under advisement. As an independent Registered Investment Advisor, the firm operates as a fiduciary.
- Trust Services: Concentus Private Trust services through National Advisors Trust Company, providing corporate trustee and estate planning services for client families.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Concentus Wealth Advisors product offering
Product offeringCore offering
Concentus Wealth Advisors is an SEC-registered, independent Registered Investment Advisor that delivers fee-based wealth management, financial planning, and investment advisory services to high-net-worth individuals and families. Services are delivered through fiduciary advisory relationships supported by proprietary processes (Riverkeeper Navigator, WealthTrak Navigator), a mobile and web client portal, and trust and estate services offered through Concentus Private Trust.
Product overview
Concentus Wealth Advisors operates as a single unified wealth advisory service rather than a modular software platform. The core offering centers on comprehensive fiduciary wealth planning delivered through an advisory relationship, supported by proprietary tools including the Riverkeeper Navigator process for financial planning, the WealthTrak Navigator checklist for ensuring complete planning coverage, and the Concentus mobile app for client access. Additional services include Concentus Private Trust for estate and trust management, and three WealthTrak portals (Documents, Organizer, Portfolio) for document sharing, financial aggregation, and portfolio reporting. All offerings are integrated within a single client-advisor relationship.
Differentiator
Problem solved
Functional benefit
Brands
- Concentus Private Trust: A trust services brand providing corporate trustee and estate planning services, operating as a Trust Representative Office of National Advisors Trust Company and National Advisors Trust of South Dakota.
Products and services
- Wealth Management Advisory Services Fee-based, fiduciary wealth management and investment advisory services for high-net-worth individuals and families, delivered as a percentage of assets under advisement.
- Concentus Private Trust
Quantifiable outcome
- Reached $1 Billion assets under advisement milestone in July 2025
- +1 more outcomes
Companies that use Concentus Wealth Advisors
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Concentus Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature4 records
Concentus Wealth Advisors partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core.
- National Advisors Trust Company (NATC)coreConcentus Wealth Advisors is a Trust Representative Office of National Advisors Trust Company and National Advisors Trust of South Dakota, Inc., doing business as Concentus Private Trust. NATC is the largest federally-chartered trust company in the U.S. created by Registered Investment Advisors for the benefit of their clients.
- National Advisors Trust of South Dakota, Inc. (NATSD)corePartnership with NATSD enables Concentus to provide integrated trustee and investment management solutions for clients seeking corporate trustee services.
- Charles SchwabcoreCustodian for client assets; clients can access Schwab accounts through Concentus portal for account management and trading.
- AddeparcoreWealthTrak Portfolio platform for tracking portfolio performance, asset allocation, returns, progress, and fee reporting.
- RightCapitalcoreWealthTrak Organizer platform for organizing and aggregating family financial information and tracking Total Net Worth in real time.
- BoxcoreWealthTrak Documents platform for secure document sharing between clients and advisory team.
- FynancialcoreMobile app platform powering the Concentus client mobile application with Face ID and SMS security for portfolio overview, messaging, scheduling, and resources.
Scale indicators6 records
Recent moves8 records
Expansion highlights5 records
Concentus Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Moneta Group: Independent, employee-owned RIA delivering comprehensive financial planning and investment management to HNW individuals and families. Similar size and fiduciary, planning-led positioning to Concentus.
- Hightower Advisors: RIA platform supporting breakaway advisors from wirehouses, providing wealth management to HNW clients. Highly comparable in terms of fiduciary positioning and breakaway-wirehouse heritage.
- Mercer Advisors: National independent RIA providing wealth management, financial planning, estate planning, and tax services to HNW households. Comparable fiduciary model with similar trust and estate-adjacent offerings.
- Buckingham Wealth Partners: Independent, fee-only RIA serving HNW individuals and families with financial planning, investment management, and tax strategy. Direct comparable in client segment and planning-led service model.
- Edelman Financial Engines: Large independent RIA offering wealth planning, investment management, and retirement-plan services to HNW individuals. Comparable fiduciary, fee-based model with similar focus on financial planning as the core deliverable.
- Mariner Wealth Advisors: Independent RIA providing comprehensive wealth advisory, financial planning, and investment management to HNW families nationally. Closely comparable fiduciary, fee-based model with proprietary planning frameworks.
- Carson Group: RIA support platform and wealth management firm serving HNW households through financial advisors. Comparable in client segment, planning emphasis, and use of integrated technology stack.
- Creative Planning: Large independent, fee-only RIA offering comprehensive wealth management, financial planning, and investment advisory services to HNW individuals and families. Highly comparable business model to Concentus, though at significantly greater scale.
- Sanctuary Wealth: Independent RIA platform supporting breakaway and established advisors serving HNW clients. Comparable in breakaway heritage, fiduciary positioning, and HNW family-client focus.
Others
- National Advisors Trust Company: Federally-chartered trust company that powers Concentus Private Trust. Listed as a core strategic partner rather than a competitor, but ecosystem-relevant given shared RIA client base.
Market position
Strengths5 records
Weaknesses2 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
Concentus Wealth Advisors social profiles
Digital presenceConcentus Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Concentus Wealth Advisors leadership team
Management profileNumber of profiles
Profiles13 records
Concentus Wealth Advisors subsidiaries and ownership
Company hierarchySubsidiaries1 record
Concentus Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Concentus Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Concentus Wealth Advisors
What does Concentus Wealth Advisors do?
Concentus Wealth Advisors is an SEC-registered, independent Registered Investment Advisor that delivers fee-based wealth management, financial planning, and investment advisory services to high-net-worth individuals and families. Services are delivered through fiduciary advisory relationships supported by proprietary processes (Riverkeeper Navigator, WealthTrak Navigator), a mobile and web client portal, and trust and estate services offered through Concentus Private Trust.
Is Concentus Wealth Advisors a public or private company?
Concentus Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Concentus Wealth Advisors founded?
Concentus Wealth Advisors was founded in 2014. It employs 11 to 50 people.
Where is Concentus Wealth Advisors based?
Concentus Wealth Advisors is headquartered in Newtown Square, United States, in the North America region.
How does Concentus Wealth Advisors make money?
Two revenue lines are on record. Advisory Fee - Assets Under Management is the primary driver. The others are trust Services.
Who are Concentus Wealth Advisors's main competitors?
Direct peers on record are Moneta Group, Hightower Advisors, Mercer Advisors, Buckingham Wealth Partners, Edelman Financial Engines, Mariner Wealth Advisors, Carson Group, Creative Planning and Sanctuary Wealth. National Advisors Trust Company is listed as an others.
Does Concentus Wealth Advisors have an API?
No public API is recorded for Concentus Wealth Advisors.
What industry is Concentus Wealth Advisors in?
Concentus Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.