Parallel Advisors, LLC

Parallel Advisors, LLC (CRD# 140800) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,037,171,600 in 4,214 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,037
    MILLION
  • Total Number of Accounts
    4,214
    ACCOUNTS
  • Average Account Value
    $246,125
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, DE, FL, HI, IL, MA, MD, MN, NH, NJ, NV, NY, OH, OR, PA, TX, WA

Financial Advisors at Parallel Advisors, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Sandra K. Pierce
CRD#: 2485488
70 Birch Alley. Suite 240, Beavercreek, OH 45440
96
Wealthminder
score

Sandra Pierce (CRD# 2485488) is an Investment Advisor Representative working at Parallel Advisors, LLC in Beavercreek, OH 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.

2
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.

3
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 8 years of experience in the finance industry.

4
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.

5
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.

6
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.

7
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.

8
Victor S. Liao
CRD#: 2647776
150 Spear Street, Suite 950, San Francisco, CA 94105
93
Wealthminder
score

Victor Liao (CRD# 2647776) 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.

9
Michael P. Ma
CRD#: 4475896
150 Spear Street, Suite 950, San Francisco, CA 94105
93
Wealthminder
score

Michael Ma (CRD# 4475896) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

10
James A. Mills
CRD#: 5087549
7887 E. Belleview Ave., Suite 1100, Englewood, CO 80111
93
Wealthminder
score

James Mills (CRD# 5087549) is an Investment Advisor Representative working at Parallel Advisors, LLC in Englewood, CO and has over 11 years of experience in the finance industry.

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