Parallel Advisors Review


Trust Score 97%
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Last updated: June 11th, 2019. Data source: SEC filings.

Parallel Advisors, federally registered in 2007, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 30 advisors. Parallel Advisors manages $2.4 billion and provides investment advisory services for 2,050 clients (1:69 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $1,164,307
Hybrid Advisor No
Disciplinary History No
Total AUM $2.4 billion
Advisor / Client Ratio 1:69
Headquarters San Francisco, CA
SEC Filings Forms and Brochures    (CRD # 140800)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY


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