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Parallel Advisors, LLC Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Parallel Advisors is a registered, independent wealth management firm that emphasizes active financial planning, thoughtful portfolio construction, and mindful asset allocation to help individuals, families, and trusts reach their financial goals. Based in San Francisco, the firm operates across multiple offices in Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, reflecting a mid-sized presence within the financial services sector.

Its independent mindset comes with fiduciary responsibilities, allowing the team to select investments and resources that best meet client objectives rather than relying solely on an in-house lineup. A team-based approach coordinates with clients’ accountants, estate planning lawyers, and other professionals to ensure that finances stay aligned with goals. In 2025, Parallel Advisors announced a partnership with Montlake Financial Services, LLC, signaling continued collaboration to expand its capabilities.

Find Parallel Advisors, LLC employees' phone numbers or email addresses

Parallel Advisors, LLC Global Highlights

Location
Employees

North America
143

Minus sign iconPlus sign icon
  • United States Of America
    143

Parallel Advisors, LLC's Leadership

  • Tax Director at Parallel Advisors, LLC
    M. P.
    Tax Director
    Mobile Phone
  • Wealth Planning Director at Parallel Advisors, LLC
    J. S.
    Wealth Planning Director
    Mobile Phone
  • Wealth Manager at Parallel Advisors, LLC
    R. A.
    Wealth Manager
    Mobile Phone
  • Wealth Manager at Parallel Advisors, LLC
    R. P.
    Wealth Manager
    Mobile Phone
  • Firm Development Principal at Parallel Advisors, LLC
    M. C.
    Firm Development Principal
    Mobile Phone
  • Principal And Wealth Advisor at Parallel Advisors, LLC
    A. B.
    Principal And Wealth Advisor
    Mobile Phone
  • Senior Wealth Strategist at Parallel Advisors, LLC
    M. W. T.
    Senior Wealth Strategist
    Mobile Phone
  • Principal, Cfp® at Parallel Advisors, LLC
    M. M.
    Principal, Cfp®
    Mobile Phone

Parallel Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Analytics
  • Entrepreneurship
  • Other
  • Consultant
  • Human Resources
  • Legal

Contact profiles from Parallel Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Wealth Strategist at Parallel Advisors, LLC
    A. W.
    Wealth Strategist
    Mobile Phone
    Sep 01, 2026
  • Wealth Advisor at Parallel Advisors, LLC
    E. J.
    Wealth Advisor
    Mobile Phone
    Bay
    Sep 08, 2026
  • Summer Intern at Parallel Advisors, LLC
    A. J.
    Summer Intern
    Mobile Phone
    Oct 17, 2024
  • Wealth Advisor at Parallel Advisors, LLC
    A. D.
    Wealth Advisor
    Mobile Phone
    Oct 17, 2024
  • Wealth Advisor at Parallel Advisors, LLC
    C. B.
    Wealth Advisor
    Mobile Phone
    Jun 08, 2026
  • Parallel Advisors at Parallel Advisors, LLC
    D. P.
    Parallel Advisors
    Mobile Phone
    Oct 18, 2024
  • Intern To The Coo at Parallel Advisors, LLC
    J. B.
    Intern To The Coo
    Mobile Phone
    Oct 12, 2025
  • Wealth Advisor at Parallel Advisors, LLC
    K. S. C.
    Wealth Advisor
    Mobile Phone
    Oct 21, 2024
  • Wealth Advisor at Parallel Advisors, LLC
    L. W.
    Wealth Advisor
    Mobile Phone
    Jun 08, 2025
  • Client Service Associate at Parallel Advisors, LLC
    S. Y.
    Client Service Associate
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Parallel Advisors, LLC known for?

Minus sign iconPlus sign iconParallel Advisors, LLC was founded in 2006 and operates in the Financial Services industry. You can contact Parallel Advisors, LLC's main corporate office by phone at
+1-415-839-****
. Explore Parallel Advisors, LLC's company overview page for more information.

What is Parallel Advisors, LLC's most common email format?

Minus sign iconPlus sign iconParallel Advisors, LLC employees' email format typically follows the pattern of First.Last@paralleladvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Parallel Advisors, LLC email formats with LeadIQ.

How many employees does Parallel Advisors, LLC have currently?

Minus sign iconPlus sign iconParallel Advisors, LLC has approximately 134 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Parallel Advisors, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Parallel Advisors, LLC's key employees include:

  • Tax Director: M. P.
  • Wealth Planning Director: J. S.
  • Wealth Manager: R. A.
  • Wealth Manager: R. P.
  • Firm Development Principal: M. C.

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