Find answers to common questions about our wealth management services, fiduciary standard, and how we can help you.
Parallel Advisors is an SEC-registered independent Registered Investment Advisor (RIA) providing comprehensive wealth management services. Founded in 2006, the firm manages over $11 billion in assets and employs more than 50 investment advisors across 11 U.S. offices.
Yes. As an SEC-registered investment advisor, Parallel Advisors operates as a fiduciary, meaning we are legally obligated to act in our clients' best interests at all times. This fiduciary duty applies to all our services including investment management, financial planning and advisory services.
Parallel Advisors has 11 offices across the United States: San Francisco (headquarters), Los Angeles, Reno, Dallas, Houston, Denver, Durango, Honolulu, Durham, Dayton and Scottsdale. We serve clients nationwide from these locations.
Yes. While we have 11 physical office locations, we serve clients throughout the United States. Many client relationships are conducted through virtual meetings, phone calls and secure digital communication. Contact us to discuss how we can serve your needs regardless of your location.
Parallel Advisors provides comprehensive wealth management services including investment management, financial planning, tax strategy, estate planning, trust services, retirement planning, family office services and access to private investments. We take a holistic approach to managing all aspects of our clients' financial lives.
Yes. Parallel Advisors provides comprehensive family office services at all 11 office locations. Services include consolidated financial reporting, bill pay and cash management, lifestyle management, multi-generational wealth planning, tax coordination, estate planning support and private investment access.
Yes. Parallel Advisors offers comprehensive family office services on the West Coast through offices in San Francisco, Los Angeles (Beverly Hills) and Reno. These offices provide full family office services for California and Nevada families.
Family office services provide comprehensive wealth management for high-net-worth families. Services typically include consolidated financial reporting across all accounts and assets, bill pay and cash management, lifestyle management, multi-generational wealth planning, tax coordination, estate planning support, private investment access and risk management. A family office acts as the central hub for all financial matters, coordinating between various advisors and service providers.
Yes. Parallel Advisors provides access to institutional-quality private market investments that are typically unavailable to individual investors, including private equity, private credit, real estate and other alternative investments. Our platform gives clients access to opportunities previously reserved for large institutions.
A financial planner typically focuses on comprehensive financial planning including retirement planning, tax planning and estate planning. An investment advisor focuses specifically on managing investment portfolios. Parallel Advisors provides both services, offering comprehensive financial planning alongside professional investment management, so clients benefit from a fully integrated approach.
Investment minimums vary by service level and client situation. We offer different service tiers to accommodate various levels of wealth and complexity. Contact us directly at 866-627-6984 to discuss your specific needs and learn about the appropriate service level for your situation.
Parallel Advisors is a fee-based advisor. We typically charge fees based on assets under management, though fee structures may vary based on the services provided. As a fiduciary, we maintain full transparency about all fees and compensation. Specific fee structures are disclosed in our Form ADV and discussed during client consultations.
Getting started is simple. Contact us by phone at 866-627-6984, email at info@paralleladvisors.com, or through our website to schedule an initial consultation. During this meeting, we'll learn about your financial situation, goals and concerns and explain how our services might help you work toward your objectives.
The initial consultation is a no-obligation conversation to understand your financial situation, goals and concerns. We'll discuss your current assets, liabilities, income and expenses, as well as your short-term and long-term objectives. We'll explain our services and approach, and you'll have the opportunity to ask questions and determine if we're a good fit for your needs.
Yes. Parallel Advisors is an SEC-registered investment advisor (RIA). Our SEC CRD number is 140800. You can verify our registration and review our disclosure documents on the SEC's Investment Adviser Public Disclosure (IAPD) website.
Our Form CRS (Client Relationship Summary) and Form ADV are available on the SEC's Investment Adviser Public Disclosure website and on our disclosure page. These documents provide important information about our services, fees, conflicts of interest and disciplinary history.
Our team is here to help. Contact us to discuss your financial goals.
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