Parallel Advisors
TL;DR
Formed in 2006, it provides fee-only investment management, financial planning, tax preparation and retirement plan services, with trust and family office services, to individuals and families.
$10.3 billion
Regulatory AUM
As of ADV filing 2026-06-29
4,242
Accounts / Clients
4,169 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
137
Team Size
employees, 61 advisory
19 yrs
Years Registered
First registered 2007
About Parallel Advisors
Formed in 2006, it provides fee-only investment management, financial planning, tax preparation and retirement plan services, with trust and family office services, to individuals and families.
Office: 150 Spear Street, Suite 1600, San Francisco, CA 94105.
Best for: Households near $700K and up wanting a fee-only CFP team with tax services
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD140800
RegistrationSEC-registered
First registration2007
Regulatory AUM$10.3 billion
ADV filing date2026-06-29
Accounts4,242
Clients4,169 individual and high-net-worth clients
Employees137
Advisory employees61
Fee modelFee-only per ADV 2A; no broker-dealer registration
Minimum$7,500 minimum annual advisory fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPA, CPWA, ChFC and RICP named on the people page
Source: SEC Investment Adviser Public Disclosure, CRD 140800, as of ADV filing 2026-06-29, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in San Francisco, CA (2026): rank 1 of 10
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