What Next Retirement Solutions does

Next Retirement Solutions is a San Diego-based retirement planning advisory firm operating as a "doing business as" brand of Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor. The firm delivers a vertically-segmented suite of retirement advisory services across five primary client categories: corporate plan sponsors (401(k) and pension programs), nonprofit plan sponsors (universities, hospitals, municipalities), professional and trade associations, private equity firms, and individual/family clients. Underlying capabilities include retirement program design, fiduciary and compliance support, investment management, estate planning, tax strategy, and insurance advisory, supported by an educational resource layer (articles, calculators, video library, glossary, tax resources) used for client engagement and lead nurturing.

The firm carries no proprietary technology stack of note; its core platform is the team's collective retirement planning expertise combined with the marketing/informational infrastructure provided through the FMG Suite template (which is industry-standard content delivery, not custom technology). Brokerage execution and clearing are routed through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC, an unaffiliated third-party broker-dealer. There is no mobile application, no public API, and no documented AI/ML components. The value proposition is human-advisor-led, with the parent brand (Concurrent Investment Advisors) and the multi-vertical expertise cited as the primary differentiators.

Go-to-market is sales-led and direct: consultations are initiated via phone, email, in-person at the San Diego office, or via the website contact form. Revenue mechanics are professional-services in nature, generated through advisory fees tied to assets under management or service agreements via Concurrent Investment Advisors, LLC; pricing is not publicly disclosed. The firm was acquired by Concurrent Investment Advisors in 2025 as part of the parent's expansion strategy, contributing to Concurrent's reported 50% AUM growth that year (from $10B to over $15B). Customer segments are diversified across institutional and individual channels, but the firm has no publicly named logos, and brand-level revenue is not separately disclosed.

Name

Next Retirement Solutions

Legal name

Concurrent Investment Advisors, LLC d/b/a NEXT Retirement Solutions

Website

https://nextretirementsolutions.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Next Retirement Solutions is a San Diego-based retirement planning advisory firm (DBA of Concurrent Investment Advisors, LLC) serving corporate and nonprofit plan sponsors, associations, private equity firms, and individuals and families across California with human-advisor-led fiduciary, investment, and estate planning services.

Ownership category

akta.pro rank

Product category

Retirement Planning Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Insurance and Employee Benefit Funds (5251)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

akta.pro secondary industries

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

Keywords

• Retirement planning services
• Financial advisory services
• 401(k) plan management
• Wealth management advisory
• Investment advisory services

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: The firm generates revenue through advisory services provided by Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor. Brokerage services are offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Next Retirement Solutions is a retirement planning advisory firm that designs and manages retirement programs for corporate plan sponsors, nonprofit organizations, associations, and private equity firms, while also providing personalized retirement, estate, investment, insurance, and tax planning for individuals and families. Advisory services are delivered under Concurrent Investment Advisors, LLC (an SEC Registered Investment Advisor), with brokerage execution routed through Purshe Kaplan Sterling Investments (Member FINRA/SIPC). Clients engage advisors in person at the San Diego office, by phone, or via online consultation requests.

Product overview

NEXT Retirement Solutions is a retirement planning advisory firm operating as a d/b/a of Concurrent Investment Advisors, an SEC Registered Investment Advisor. The firm offers a comprehensive suite of retirement planning services delivered through its independent platform model. Core offerings include Corporate Retirement Plans, Nonprofit Retirement Plans, Individual & Family Retirement Services, Associations Retirement Services, Corporate Plan Sponsors Services, and Private Equity Retirement Solutions. The firm also provides supplementary tools and resources including Financial Calculators, a Resource Center with educational content, Educational Videos, Tax Resources, and a Glossary. The integrated platform combines personalized advisory services with technology-enabled planning tools to support advisors and their clients across various retirement planning needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Retirement Plans / Corporate Plan Sponsor Services Retirement planning services and comprehensive retirement program design and management for corporate employers, including 401(k) plans and pension management, delivered by a dedicated retirement planning team.
• Nonprofit Retirement Plans Retirement planning services for universities, hospitals, municipalities, and other nonprofit organizations, helping them meet compliance regulations and fiduciary responsibilities for employee retirement programs.
• Individual & Family Retirement Services Personalized retirement planning for individuals and families, helping clients prepare for life's major milestones through coordinated investment management, estate planning, insurance, and tax strategies.
• Associations Retirement Services Specialized retirement planning solutions for professional and trade associations and their members, covering retirement benefit design and ongoing administration.
• Private Equity Retirement Solutions Retirement planning services tailored for private equity firms and their employees, addressing complex planning needs for high-net-worth individuals alongside firm-wide retirement benefit programs.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Concurrent Investment AdvisorscoreStrategic or Co-development PartnerConcurrent Investment Advisors acquired Next Retirement Solutions as part of its expansion strategy. Next Retirement Solutions operates under Concurrent Investment Advisors' independent platform model, which supports advisors' growth and maintains their autonomy.
• Purshe Kaplan Sterling Investments (PKS)coreChannel Partner/ Reseller/ DistributorBrokerage services are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a NEXT Retirement Solutions are not affiliated companies.

Scale indicators2 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Empower Retirement: One of the largest U.S. retirement plan recordkeepers and advisory providers — competes with Next for corporate plan sponsor mandates while serving a much broader participant base.
• Edelman Financial Engines: Large independent advisor combining retirement plan participant advice with individual wealth management — overlaps with Next's individual retirement planning and participant-facing services.
• Fidelity Workplace Investing: Fidelity's retirement plan business offers 401(k) recordkeeping, plan sponsor advisory, and participant advice — overlapping with Next's corporate plan sponsor offering as a large incumbent.
• Ascensus: Large retirement plan services provider focused especially on nonprofit, government, and small-business 401(k)/403(b) markets — overlaps directly with Next's nonprofit plan sponsor vertical.
• Charles Schwab Retirement Plan Services: Schwab's retirement plan division provides recordkeeping and advisory to corporate plan sponsors — directly competitive with Next in the corporate retirement plan sponsor segment.
• Vanguard Retirement Plan Services: Vanguard's institutional retirement plan business competes for corporate plan sponsor mandates with deep low-cost fund offerings — a benchmark incumbent in Next's core corporate plan vertical.
• Goldman Sachs Personalized Retirement Strategies: Goldman Sachs' wealth management arm (incorporating the former Ayco and NFP retirement advisory businesses) provides individual retirement and corporate plan advisory services competing with Next's individual and corporate verticals.

Direct peers

• CAPTRUST: Large independent RIA specializing in corporate and nonprofit retirement plan advisory as well as individual wealth management — directly comparable to Next Retirement Solutions' multi-vertical retirement advisory model.
• SageView Advisory Group: Independent retirement plan advisory firm serving corporate, nonprofit, and government plan sponsors with fiduciary support and participant advice — closely aligned with Next's corporate and nonprofit retirement plan business.
• OneDigital: National benefits and retirement advisory firm combining corporate plan advisory, individual wealth, and insurance services — a directly comparable scaled version of Next's multi-vertical model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/NEXTRetirement

Revenue estimate

Valuation estimate

Number of profiles

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 Next Retirement Solutions