For Advisors
Join a growing RIA with a national presence. We are known for our collaborative culture, our technology leadership and consistent growth rates year over year.
Join a growing RIA with a national presence. We are known for our collaborative culture, our technology leadership and consistent growth rates year over year.
Gain the flexibility to serve clients your way while leveraging the resources and infrastructure of an established firm.
Join a collegial culture where collaboration and knowledge sharing drive success for everyone.
Benefit from competitive compensation including upfront cash, equity awards, transition capital and attractive revenue sharing arrangements.
Find your long-term home with equity ownership opportunities and built-in continuity solutions. Build lasting value while focusing on what you do best—serving clients.
Ready to realize the value you've built while maintaining your client relationships? We offer liquidity events, operational support and succession solutions through traditional M&A and partnership models.
Are you ready for true independence in your client relationships? We provide the freedom to build your business your way, with control over your practice direction while benefiting from institutional support.
Dedicated project management for seamless transitions. Our experienced team guides you through every step, from planning to day-one and beyond.
Access to best-in-class technology including portfolio management, financial planning, CRM and reporting tools - all integrated and supported.
Access to institutional investment research, alternative investments and a robust platform of investment solutions for your clients' diverse needs.
Transparent, advisor-friendly compensation structures that reward your hard work. Keep more of what you earn while accessing enterprise-level resources.
Business consulting, growth strategies and succession planning support. We're invested in your long-term success and the future of your practice.
Full compliance support including supervision, regulatory filings and audit preparation. Stay focused on clients while we handle the regulatory complexity.
Parallel Advisors offers comprehensive services including asset management, wealth planning, retirement plan services, tax services, risk management, divorce services, estate & wealth transfer, endowment/foundation services, family office services, equity compensation and concentrated positions management. Our team includes professionals holding JD, CPA, CFP®, CFA, LLM, ChFC, MSFS, AIF, CDFA and MBA designations.
Contact: firmdevelopment@paralleladvisors.com | 866.627.6984
Let's start a confidential conversation about your practice, your goals and how Parallel Advisors can support your next chapter.
Schedule An Introductory Call