Our Locations

With 12 offices across the United States, Parallel Advisors provides personalized wealth management and family office services wherever you are.

Founded in San Francisco in 2006, Parallel Advisors has grown to serve clients nationwide through 12 strategically located offices. As an SEC-registered fiduciary wealth management firm managing over $11 billion in assets, we combine national resources with local expertise to deliver comprehensive financial planning, investment advisory and family office services tailored to your unique needs.

West Coast Offices

Parallel Advisors offers wealth management and family office services on the West Coast through our offices in San Francisco, Beverly Hills, and Reno. Beverly Hills is home to Parallel Trust Company of California (PTCOCA), our state-regulated corporate trustee. Whether you're in Silicon Valley, Beverly Hills, or Lake Tahoe, our West Coast team provides comprehensive financial planning, investment advisory, trust, and family office services.

Texas Offices

Our Dallas and Houston offices serve clients throughout Texas, with particular expertise in the energy sector and serving business owners. We provide comprehensive wealth management and family office services across the Lone Star State.

Mountain West & Southwest Offices

Our Denver, Durango, Reno, and Scottsdale offices serve clients across Colorado, Nevada, and Arizona, providing comprehensive wealth management and family office services to families throughout the Mountain West and Southwest regions.

Additional Offices

Parallel Advisors extends our reach with offices in Hawaii, North Carolina, Ohio, and Michigan, ensuring clients across diverse regions have access to our comprehensive wealth management and family office services.

Find Your Local Advisor

Ready to discuss your financial goals? Contact our team to schedule a consultation at the office nearest you.

Schedule a Consultation