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PARALLEL ADVISORS, LLC

SAN FRANCISCO, CA · CRD 140800 · IAPD ↗ · 866-627-6984

$10.31BRegulatory AUM
61Advisory reps
137Employees
23Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2026 — PARALLEL ADVISORS, LLC added office(s): 19 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — PARALLEL ADVISORS, LLC added office(s): 19 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2025 — PARALLEL ADVISORS, LLC added office(s): 18 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2025 — PARALLEL ADVISORS, LLC added office(s): 17 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — PARALLEL ADVISORS, LLC added office(s): 13 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
April 2025 — PARALLEL ADVISORS, LLC grew from 56 to 64 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — PARALLEL ADVISORS, LLC added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
83
April 2024 — PARALLEL ADVISORS, LLC grew from 43 to 56 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.