Parallel Advisors, LLC
Parallel Advisors, LLC (CRD# 140800) is a financial advisory firm headquartered in San Francisco, CA. They manage $7,076,381,972 in 19,694 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management7,076MILLION
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Total Number of Accounts19,694ACCOUNTS
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Average Account Value$359,317
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
Ivan Lancaster (CRD# 7445750) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
Bridget McGuire (CRD# 7754105) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Ryan McWeeney (CRD# 7832112) is an Investment Advisor Representative working at Parallel Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Cameron Owen (CRD# 7137571) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Elaina Serotte (CRD# 3249136) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.
Ashley Stephenson (CRD# 7461163) is an Investment Advisor Representative working at Parallel Advisors, LLC in Dallas, TX and has over 2 years of experience in the finance industry.
Spencer Terris (CRD# 7687597) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Kevin Williamson (CRD# 2450728) is an Investment Advisor Representative working at Parallel Advisors, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry.
Austin Witherill (CRD# 7434491) is an Investment Advisor Representative working at Parallel Advisors, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.
Tanner Wraa (CRD# 7791977) is an Investment Advisor Representative working at Parallel Advisors, LLC in Olathe, KS and has 1 year of experience in the finance industry.