Concord Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Abingdon, VA. Its latest Form ADV filing, dated March 14, 2026, reports $1.1B in regulatory assets under management, 20 employees, 6 offices, and 3,273 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
974
2
HNWI
20.3%
258
3
Pension Plans
1.3%
17
4
Corporations
0.9%
11
5
Other Advisers
0.7%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 14, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts3,273
10Y AUM Change+$889M (+492.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee64:1
10Y Employee Change+15 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.