Parallel Advisors Email Format

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.

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