Careers

 Firm Snapshot

Number of Advisors

40+

AUM (approx.)

$6B+

Founded

2006

 

Key Capabilities

  • Asset Management

  • Wealth Planning

  • Retirement Plan Services

  • Tax Services

  • Risk Management

  • Divorce Services

  • Estate & Wealth Transfer

  • Endowment, Foundation & TEO

  • Family Office Services

  • Equity Compensation

  • Concentrated Positions

 

National Footprint

  • California

  • Colorado

  • Hawaii

  • Ohio

  • Oklahoma

  • Texas

  • …and expanding to new regions

Designations

JD, CPA, CFP, CFA, LLM, ChFC, MSFS, AIF, CDFA & MBA

Interested in becoming a Parallel person?

Check out our current job openings.

 

ARE you an advisor looking to align your values with your professional passions and aspirations?

 

Autonomy

• Flexibility in working with clients

• Leverage firm investment strategies and resources

• Drive your business and control your destiny

Relationships

• Collegial and supportive culture

• Collaboration with other advisors and team members

• Stronger client relationships through tools and resources

Economics

• Upfront cash

• Equity award

• Attractive ongoing revenue share

 

Who We Want

Wirehouse and Bank Advisors

“I feel like this isn’t the environment for me to best serve my clients – too many conflicts of interest, and I know this isn’t my forever home. I’ve even considered launching my own firm but that seems daunting and don’t want the headaches and risk of running a business.”

RIA Advisors

“The founders have built a great firm, but they don’t have a clear succession plan or the economic resources to transition the firm to us G2. I’d like to find a long-term home with the ability to be an equity owner, work with great people, with a greater economic upside than I currently have.”

RIA Firms

“I’m buried with the business of running the business and barely have time to service clients let alone grow. I’d like to lighten my workload, get some liquidity, focus on my clients, and have a stronger succession plan for when I’m ready to retire.”

Contact

joan.schriger@paralleladvisors.com mark.baker@paralleladvisors.com michael.murray@paralleladvisors.com