Headquarters | Serving the Bay Area & Silicon Valley
150 Spear Street, Suite 1600
San Francisco, CA 94105
Monday - Friday
9:00 AM - 5:00 PM
Parallel Advisors' San Francisco headquarters serves as the cornerstone of our national presence, providing comprehensive wealth management and family office services to clients throughout the Bay Area and Silicon Valley. Founded in 2006, our firm has deep roots in the San Francisco financial community and a proven track record of helping clients navigate complex financial landscapes.
As an SEC-registered fiduciary financial advisor in San Francisco, we are legally obligated to act in your best interests at all times. Our team of experienced advisors brings together expertise in investment management, tax planning, estate planning and specialized services for tech industry professionals.
Parallel Advisors provides comprehensive family office services in San Francisco for high-net-worth and ultra-high-net-worth families throughout the Bay Area. Our family office solutions are designed to simplify the complexity of substantial wealth while preserving your family's legacy across generations.
Complete visibility across all assets and accounts
Streamlined financial administration
Legacy preservation for future generations
Comprehensive protection strategies
Our San Francisco team has extensive experience working with technology executives, startup founders, and professionals who have benefited from IPOs and equity compensation. We understand the unique financial challenges and opportunities that come with concentrated stock positions, stock options and RSUs.
Strategic preparation for liquidity events
Optimize ISO and NSO exercise strategies
Diversification without excessive tax burden
Minimize AMT and capital gains impact
Yes. Parallel Advisors' San Francisco headquarters at 150 Spear Street provides comprehensive family office services including consolidated reporting, bill pay, lifestyle management and multi-generational wealth planning for Bay Area families.
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.
Yes. Our San Francisco office specializes in serving tech executives, startup founders and IPO recipients with specialized services including stock option planning, pre-IPO financial planning, concentrated stock strategies and tax-efficient wealth management.
Our San Francisco office serves clients throughout the Bay Area including San Francisco, Silicon Valley, Palo Alto, Menlo Park, Mountain View, San Jose, Oakland, Berkeley, Marin County and the greater Northern California region.
Ready to discuss your financial goals with our San Francisco team? Contact us to schedule a complimentary consultation.
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