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Boutique Wealth Management & Financial Advising

Proudly owned and operated in The San Francisco Bay Area

18+

Years in Business

$8+B

Under Management

Parallel Advisors RIA Channel Award Top 50 WEealth Managers 2024
Parallel Advisors USA Today Best Financial Advisory Firms

50+

Investment Advisors

Parallel Advisors Barron's Top 100 RIA Firms
Parallel Advisors FA Magazine RIA Ranking

*disclosures

  • Private Wealth Management

  • Financial Planning

  • Investment Advisory

  • Wealth Strategy

  • Tax Strategy & Planning

  • Family Office Services

  • Private Investment Opportunities

Full-Service Wealth Management

Since 2006, Parallel Advisors has provided comprehensive financial planning, investment management, and advisory services.

  • Private Banking Services

  • Risk Management

  • Divorce Services

  • Estate & Legacy Planning

  • Trust Services

  • Philanthropic Planning

  • Pre-Transaction Planning

Plan better. Invest smarter. Your partner in parallel for life.