Parallel Advisors, LLC

Parallel Advisors, LLC (CRD# 140800) is a financial advisory firm headquartered in San Francisco, CA. They manage $5,443,156,513 in 10,244 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,443
    MILLION
  • Total Number of Accounts
    10,244
    ACCOUNTS
  • Average Account Value
    $531,351
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Parallel Advisors, LLC
Showing 1 - 10 of 36 top financial advisors.
1
Richard A. Ashburn
CRD#: 1590050
150 Spear Street, Suite 950, San Francisco, CA 94105

Richard Ashburn (CRD# 1590050) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

2
Anne W. Atkinson
CRD#: 1866664
150 Spear Street, Suite 950, San Francisco, CA 94105

Anne Atkinson (CRD# 1866664) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

3
Amy E. Barker
CRD#: 4646830
150 Spear Street, Suite 950, San Francisco, CA 94105

Amy Barker (CRD# 4646830) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Amy Barker 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.

4
Jason M. Beccaris
CRD#: 4524388
150 Spear Street, Suite 950, San Francisco, CA 94105

Jason Beccaris (CRD# 4524388) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

5
Christopher R. Broderick
CRD#: 6491628
150 Spear Street, Suite 950, San Francisco, CA 94105

Christopher Broderick (CRD# 6491628) 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
Matthew G. Clements
CRD#: 5886012
150 Spear Street, Suite 950, San Francisco, CA 94105

Matthew Clements (CRD# 5886012) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

7
William G. Clements
CRD#: 1248265
150 Spear Street, Suite 950, San Francisco, CA 94105

William Clements (CRD# 1248265) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 38 years of experience in the finance industry.

8
Stephanie Cooper
CRD#: 6433956
150 Spear Street, Suite 950, San Francisco, CA 94105

Stephanie Cooper (CRD# 6433956) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 7 years of experience in the finance industry. Stephanie Cooper 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.

9
Joseph M. Fukumoto
CRD#: 4572705
1440 Kapiolani Blvd., Suite 970, Honolulu, HI 96814

Joseph Fukumoto (CRD# 4572705) is an Investment Advisor Representative working at Parallel Advisors, LLC in Honolulu, HI and has over 21 years of experience in the finance industry.

10
Knud B. Gotterup
CRD#: 2384573
150 Spear Street, Suite 950, San Francisco, CA 94105

Knud Gotterup (CRD# 2384573) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 28 years of experience in the finance industry.

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