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Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: • Financial planning • Investment management • Investment manager due diligence • Retirement planning analysis • Philanthropic planning and evaluation • Institutional style bond and cash management • Portfolio analysis and comparison of investments and/or managers • Tax planning and preparation • Risk, insurance and annuity analysis • Research services • Intergenerational wealth transfer strategies

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Revenue $27 million
Employees 119 (119 on RocketReach)
Founded 2006
Address 150 Spear Street Suite 950, San Francisco, California 94105, US
Phone (866) 627-6984
Fax (415) 520-9659
JavaScript, HTML, Twitter +22 more (view full list)
Category Financial Services, Investment Banking, Wealth Management, Finance, FinTech, Financial Planning, Real Estate, Investing, Investment Management, Independent, Registered Investment Advisor, Fiduciary, Financial Advisor, Governance
Web Rank 14 Million
Keywords parallel advisors, parallel wealth advisors, reed minuth, roy kissin, parallel advisors llc
Competitors BGA Insurance, Classic Financial, M.K. Byrne & Co, Old North Advisors LLC, Sara-Bay Financial Corp
SIC 628, 62
NAICS 523, 52, 5239, 52392, 523920

Parallel Advisors, LLC Questions

The Parallel Advisors, LLC annual revenue was $27 million in 2023.

Joan Schriger is the Firm Development Director of Parallel Advisors, LLC.

119 people are employed at Parallel Advisors, LLC.

Parallel Advisors, LLC is based in San Francisco, California.

The NAICS codes for Parallel Advisors, LLC are [523, 52, 5239, 52392, 523920].

The SIC codes for Parallel Advisors, LLC are [628, 62].

Top Parallel Advisors, LLC Employees

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