Founded in 2006 in San Francisco, Parallel Advisors is a registered investment advisor (RIA) that operates on a fiduciary-first model, emphasizing objective guidance and personalized financial planning. The firm serves high-net-worth individuals, families, and institutions across the United States, offering a comprehensive suite of services including investment management, retirement planning, estate planning, and tax strategies. They have grown significantly since their inception, expanding their presence nationally through a combination of organic growth and strategic partnerships.

Founded in

United States