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PARAMETRIC PORTFOLIO ASSOCIATES

SEATTLE, WA · CRD 114310 · IAPD ↗ · platform.parametricportfolio.com · 206-694-5500

$684.78BRegulatory AUM
213Advisory reps
1109Employees
19Clients
0Planning clients
12Private funds
53States
10Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — PARAMETRIC PORTFOLIO ASSOCIATES grew from 198 to 213 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
77
April 2025 — PARAMETRIC PORTFOLIO ASSOCIATES grew from 191 to 198 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.