Parallel Advisors, LLC

Parallel Advisors, LLC (CRD# 140800) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,377,402,531 in 5,212 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,377
    MILLION
  • Total Number of Accounts
    5,212
    ACCOUNTS
  • Average Account Value
    $264,275
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KY, LA, MA, MD, MI, MN, NC, NH, NV, NY, OH, OK, OR, PA, TX, VT, WA

Financial Advisors at Parallel Advisors, LLC
Showing 1 - 10 of 26 top financial advisors.
1
Steve T. Kuriyama
CRD#: 1326708
1440 Kapiolani Blvd., Suite 970, Honolulu, HI 96814
96
Wealthminder
score

Steve Kuriyama (CRD# 1326708) is an Investment Advisor Representative working at Parallel Advisors, LLC in Honolulu, HI and has over 33 years of experience in the finance industry. Steve Kuriyama has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sandra K. Pierce
CRD#: 2485488
150 Spear Street, Suite 950, San Francisco, CA 94105
96
Wealthminder
score

Sandra Pierce (CRD# 2485488) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 23 years of experience in the finance industry. Sandra Pierce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jason M. Beccaris
CRD#: 4524388
150 Spear Street, Suite 950, San Francisco, CA 94105
93
Wealthminder
score

Jason Beccaris (CRD# 4524388) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

4
Kurt W. Beyer
CRD#: 5643468
150 Spear Street, Suite 950, San Francisco, CA 94105
93
Wealthminder
score

Kurt Beyer (CRD# 5643468) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

5
Matthew G. Clements
CRD#: 5886012
150 Spear Street, Suite 950, San Francisco, CA 94105
93
Wealthminder
score

Matthew Clements (CRD# 5886012) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

6
William G. Clements
CRD#: 1248265
150 Spear Street, Suite 950, San Francisco, CA 94105
93
Wealthminder
score

William Clements (CRD# 1248265) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 33 years of experience in the finance industry.

7
Joseph M. Fukumoto
CRD#: 4572705
1440 Kapiolani Blvd., Suite 970, Honolulu, HI 96814
93
Wealthminder
score

Joseph Fukumoto (CRD# 4572705) is an Investment Advisor Representative working at Parallel Advisors, LLC in Honolulu, HI and has over 16 years of experience in the finance industry.

8
Charles L. Hatch
CRD#: 4690683
150 Spear Street, Suite 950, San Francisco, CA 94105
93
Wealthminder
score

Charles Hatch (CRD# 4690683) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

9
Corey Hyde
CRD#: 4956716
150 Spear Street, Suite 950, San Francisco, CA 94105
93
Wealthminder
score

Corey Hyde (CRD# 4956716) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

10
Matthew J. Kennedy
CRD#: 4215506
150 Spear Street, Suite 950, San Francisco, CA 94105
93
Wealthminder
score

Matthew Kennedy (CRD# 4215506) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

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