Concentus Wealth Advisors

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.

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

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

• Wealth management services
• Financial planning advisory
• Investment management firm
• Retirement income planning
• Estate planning services

Headquarters

HQ city

Newtown Square

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. 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

Core 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

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Partnerships

Seven partnerships are on record, tiered core.

• National Advisors Trust Company (NATC)coreStrategic or Co-development PartnerConcentus 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)coreStrategic or Co-development PartnerPartnership with NATSD enables Concentus to provide integrated trustee and investment management solutions for clients seeking corporate trustee services.
• Charles SchwabcoreTechnology or IntegrationCustodian for client assets; clients can access Schwab accounts through Concentus portal for account management and trading.
• AddeparcoreTechnology or IntegrationWealthTrak Portfolio platform for tracking portfolio performance, asset allocation, returns, progress, and fee reporting.
• RightCapitalcoreTechnology or IntegrationWealthTrak Organizer platform for organizing and aggregating family financial information and tracking Total Net Worth in real time.
• BoxcoreTechnology or IntegrationWealthTrak Documents platform for secure document sharing between clients and advisory team.
• FynancialcoreTechnology or IntegrationMobile 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

Direct 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

• YouTubeyoutube.com/channel/UCE3ZNeBKKC0JQLoRC6cz07g/videos?view_as=subscriber
• Facebookfacebook.com/concentuswealth
• LinkedInin.linkedin.com/company/concentus-wealth-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Concentus Wealth Advisors