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PARALLEL ADVISORS, LLC
CRD 140800 · SEC 801-68107
150 SPEAR STREET, SUITE 1600, SAN FRANCISCO, CA, 94105, United States
Phone
866-627-6984
Fax
415-520-9659
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.31B
Discretionary AUM
$10.30B
Team
137 total employees; 61 advisory reps; 23 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3156 | $3.83B |
| High net worth individuals | 1013 | $5.44B |
| Pension/profit sharing plans | 39 | $909.7M |
| Charitable organizations | 8 | $24.9M |
| Corporations/business entities | 24 | $100.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/in/matthew-kennedy-mba-26b9498/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PARALLEL-ADVISORS
- https://www.linkedin.com/in/mark-baker-34aa861/
- https://www.linkedin.com/in/amy-barker-cfa-cfp-cdfa-1b1bb81/
- https://www.linkedin.com/in/michael-murray-2955b42/
- https://www.linkedin.com/in/william-clements-4741546/
- https://www.linkedin.com/in/namore/
- HTTPS://WWW.FACEBOOK.COM/PARALLEL-ADVISORS-LLC-30063731639/
- https://www.linkedin.com/in/sangeetha-srinivasan-0a8714/
- https://www.linkedin.com/in/jason-richards-cfa-52640b8/
- https://www.linkedin.com/in/ryan-mcweeney-2764b7183/
- https://www.linkedin.com/in/shannonstone3/
- https://www.linkedin.com/in/sharon-cohen-02459a1a/
- https://www.linkedin.com/in/lucashatch/
- https://www.linkedin.com/in/bob-higgins-78055617/
- https://www.linkedin.com/in/james-mills-b5166/
- https://www.linkedin.com/in/jasonbeccaris/
- https://www.linkedin.com/in/michaelwstephens/
- https://www.linkedin.com/in/matt-clements-01126317/
- https://www.linkedin.com/in/coreyhyde/
- https://www.linkedin.com/in/diane-gabianelli-95884213/
- https://www.linkedin.com/in/danieldorazio28/
- https://www.linkedin.com/in/michael-s-millman-cfp-chfc-clu-aep-casl-ricp-chsnc-a743276/
- https://www.linkedin.com/in/spencer-terris-59406b53/
- https://www.linkedin.com/in/joan-schriger-7092648/
- https://www.linkedin.com/in/heather-katzenstein-39b04449/
- https://www.linkedin.com/in/fritz-linkner-cfa-0b87575/
- https://www.linkedin.com/in/brenden-king/
- https://www.linkedin.com/in/michaelpma/
- https://www.linkedin.com/in/elainaserotte/
- https://www.linkedin.com/in/rickashburn/
- https://www.linkedin.com/in/c-j-rendic-4a91817/
- https://www.linkedin.com/in/steve-kuriyama-msfs-cfp%C2%AE-chfc-clu-casl-48311a84/
- https://www.linkedin.com/in/tanner-wraa-219285107/
- HTTPS://WWW.PARALLELADVISORS.COM
- https://www.linkedin.com/in/jakeschutt/
- https://www.linkedin.com/in/stephanie-cooper-cfp%C2%AE-1b03834b/
- https://www.linkedin.com/in/bridgetmcguire/
- https://www.linkedin.com/in/liawhislerseara/
- https://www.linkedin.com/in/salil-mehta-9320a5246/
- https://www.linkedin.com/in/ramon-j-polin-jd-aif-3ab5671/
- https://www.linkedin.com/in/knud-gotterup-aams%C2%AE-aif%C2%AE-31b1bb/
- https://www.linkedin.com/in/rob-henrich-cfa-cfp-3bab8915b/
- https://www.linkedin.com/in/robertroesener/
- https://www.linkedin.com/in/donald-cuppy-0b7714a/
- https://www.linkedin.com/in/john-stull-6396437/
- https://www.linkedin.com/in/kylecaouette/
- https://www.linkedin.com/in/mark-fiedler-97bb471b/
- https://www.linkedin.com/in/caraelizabethbarr/
- https://www.linkedin.com/in/carolinehburns/
- https://www.linkedin.com/in/evancarterjones/
- https://www.linkedin.com/in/kristin-atchison-b6341322/
- https://www.linkedin.com/in/stephen-weatherby-b9a9295/
- https://www.linkedin.com/in/darin-fierstein-51059648/
- HTTPS://X.COM/PARALLELADV?LANG=EN
- https://www.linkedin.com/in/ashley-stephenson-cfp%C2%AE-66102571/
- https://www.linkedin.com/in/austin-witherill/
- https://www.linkedin.com/in/ash-daggs-cfp%C2%AE-6045934/
- https://www.linkedin.com/in/victor-liao-82936a1/
- https://www.linkedin.com/in/roykissin/
- https://www.linkedin.com/in/christopher-broderick-95179056/
- https://www.linkedin.com/in/fredmolfinojr/
- https://www.linkedin.com/in/matt-mcguire-cfp%C2%AE-9131195/
Official SEC filing: View on IAPD