Parallel Advisors, LLC

Parallel Advisors, LLC (CRD# 140800) is a financial advisory firm headquartered in San Francisco, CA. They manage $5,708,131,871 in 12,629 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,708
    MILLION
  • Total Number of Accounts
    12,629
    ACCOUNTS
  • Average Account Value
    $451,986
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
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 11 - 20 of 49 top financial advisors.
11
Mark A. Fiedler
CRD#: 4094685
16435 N Scottsdale Rd, Scottsdale, AZ 85254

Mark Fiedler (CRD# 4094685) is an Investment Advisor Representative working at Parallel Advisors, LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry.

12
Kipp C. Goll
CRD#: 1677304
150 Spear Street, Suite 1600, San Francisco, CA 94105

Kipp Goll (CRD# 1677304) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

13
Knud B. Gotterup
CRD#: 2384573
150 Spear Street, Suite 1600, 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 30 years of experience in the finance industry.

14
Charles L. Hatch
CRD#: 4690683
150 Spear Street, Suite 1600, San Francisco, CA 94105

Charles Hatch (CRD# 4690683) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

15
Robert E. Henrich
CRD#: 2291902
10050 Innovation Drive, Dayton, OH 45342

Robert Henrich (CRD# 2291902) is an Investment Advisor Representative working at Parallel Advisors, LLC in Dayton, OH and has over 31 years of experience in the finance industry.

16
Robert J. Higgins
CRD#: 1159861
150 Spear Street, Suite 1600, San Francisco, CA 94105

Robert Higgins (CRD# 1159861) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 40 years of experience in the finance industry.

17
Heatherlyn C. Hyde
CRD#: 4956716
150 Spear Street, Suite 1600, San Francisco, CA 94105

Heatherlyn Hyde (CRD# 4956716) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

18
Gray S. Jaggers
CRD#: 6072919
150 Spear Street, Suite 1600, San Francisco, CA 94105

Gray Jaggers (CRD# 6072919) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

19
Matthew J. Kennedy
CRD#: 4215506
150 Spear Street, Suite 1600, San Francisco, CA 94105

Matthew Kennedy (CRD# 4215506) 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.

20
Roy H. Kissin
CRD#: 3046514
150 Spear Street, Suite 1600, San Francisco, CA 94105

Roy Kissin (CRD# 3046514) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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