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About Parallel Advisors
Parallel Advisors is an SEC-registered, independent wealth management firm with a collaborative ethos. Committed to serving as fiduciaries, they prioritize clients' interests above all else, considering it not just a duty but a calling. Their approach emphasizes inclusivity and transparency, leveraging diverse expertise to offer tailored financial solutions. By flipping the traditional broker-dealer model, they ensure flexibility and innovation in portfolio construction and due diligence. Parallel's commitment to independence is evident in their selection of industry partners, reinforcing their dedication to client-centric service. With a focus on active financial planning and mindful asset allocation, Parallel Advisors provides comprehensive solutions to help clients achieve their financial goals.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
- Investment Manager Due Diligence
- Retirement Planning Analysis
- Philanthropic Planning and Evaluation
- Institutional Style Bond and Cash Management
- Portfolio Analysis and Comparison
- Tax Planning and Preparation
More about Parallel Advisors
| Designations | Minimum asset threshold |
| Registered Investment Advisor | 240,000 |
| Firm CRD Number | Number of advisors |
| 140800 | 43 |
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Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Parallel Advisors.