Insights

RIA Advocacy Concentus is a Registered Investment Advisor focused on fiduciary care and independent guidance, highlighting an opportunity to position services that reinforce fee transparency, conflict-free advisory, and compliance-driven financial planning to mid-market clients seeking trust and clarity.

Family‑Focused Growth With a family-first branding and leadership by the Strid family, there is potential to expand high‑net‑worth families and business owners in the Philadelphia region who value legacy planning, wealth transfer, and tailored advisory services.

Regional Expertise Originally serving the Philadelphia area since 2014, Concentus can be a gateway for local CPA firms, attorneys, and RIA partners to collaborate on holistic financial solutions for clients in need of integrated retirement, estate, and tax‑efficient strategies.

Recognition & Credibility Forbes top RIA firm recognitions in 2023 and a strong ranking within Pennsylvania bolster credibility for outreach to prospective clients seeking proven performance and reputable stewardship.

Tech‑Enabled Engagement Existing tech stack including Salesforce Marketing Cloud, Gravity Forms, and Open Graph indicates readiness for digital marketing, client portals, and automated engagement workflows—a pathway to scale lead generation and onboarding for new client segments.

Similar companies to Concentus Wealth Advisors

Concentus Wealth Advisors Tech Stack

Concentus Wealth Advisors uses 8 technology products and services including C3.js, Amazon Web Services, UPS, and more. Explore Concentus Wealth Advisors's tech stack below.

C3.js
Charting
Amazon Web Services
Cloud Hosting
UPS
Logistics
Salesforce Marketing Cloud Account Engagement
Marketing Automation
Priority Hints
Performance
Jetpack
Web Platform Extensions
Akismet
Web Platform Extensions
Apache
Web Servers

Media & News

Concentus Wealth Advisors's Email Address Formats

Concentus Wealth Advisors uses at least 2 format(s):

Concentus Wealth Advisors Email Formats	Example	Percentage
First@concentus.com	John@concentus.com	100%
First.Last@concentuswealth.com	John.Doe@concentuswealth.com	52%
First@concentuswealth.com	John@concentuswealth.com	24%
Last@concentuswealth.com	Doe@concentuswealth.com	19%
FLast@concentuswealth.com	JDoe@concentuswealth.com	5%

Frequently Asked Questions

What is Concentus Wealth Advisors's phone number?

You can contact Concentus Wealth Advisors's main corporate office by phone at

+1-610-994-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Concentus Wealth Advisors's official website and social media links?

Concentus Wealth Advisors's official website is concentus.com and has social profiles on LinkedIn.

How much revenue does Concentus Wealth Advisors generate?

As of July 2026, Concentus Wealth Advisors's annual revenue is estimated to be $10M - $25M.

What is Concentus Wealth Advisors's NAICS code?

Concentus Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Concentus Wealth Advisors have currently?

As of July 2026, Concentus Wealth Advisors has approximately 15 employees across 1 continents, including North America. Key team members include Managing Director At Concentus Wealth Advisors: T. J. G.Director Of Operations: A. B.Director Of New Client Engagement: C. C. K.. Explore Concentus Wealth Advisors's employee directory with LeadIQ.

What industry does Concentus Wealth Advisors belong to?

Concentus Wealth Advisors operates in the Financial Services industry.

What technology does Concentus Wealth Advisors use?

Concentus Wealth Advisors's tech stack includes C3.jsAmazon Web ServicesUPSSalesforce Marketing Cloud Account EngagementPriority HintsJetpackAkismetApache.

What is Concentus Wealth Advisors's email format?

Concentus Wealth Advisors's email format typically follows the pattern of First@concentus.com. Find more Concentus Wealth Advisors email formats with LeadIQ.

When was Concentus Wealth Advisors founded?

Concentus Wealth Advisors was founded in 2014.

Concentus Wealth Advisors

Q: How many employees does Concentus Wealth Advisors have currently?

Concentus Wealth Advisors has approximately 15 employees.

Q: What technology does Concentus Wealth Advisors use?

Concentus Wealth Advisors's tech stack includes Amazon Web Services, JSON-LD, Facebook, Microsoft 365, Apache.

Q: What is Concentus Wealth Advisors's NAICS code?

Concentus Wealth Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesPennsylvania, United States11-50 Employees

Concentus Wealth Advisors is a registered investment adviser and wealth management firm serving families in the Philadelphia region since 2014. Based in Newtown Square, Pennsylvania, the practice operates with an independent model intended to minimize conflicts common to larger brokerages. Led by the Strid family, the team combines more than two centuries of experience to deliver fiduciary-focused guidance and reliable client service.

The firm emphasizes education and aims to help clients protect and grow their wealth while pursuing meaningful financial legacies. In 2023, Forbes recognized Concentus as a Top RIA Firm, ranking it #17 in Pennsylvania.