What departments does Parallel Advisors have?

Parallel Advisors has employees across 5 departments including Operations, Administrative, Engineering, Finance, Analytics.

What is the largest department at Parallel Advisors?

The largest department at Parallel Advisors is Operations with 5 employees.

Where are Parallel Advisors employees located globally?

Parallel Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Parallel Advisors's team size changed over time?

Parallel Advisors's team has decreased from approximately 115 to 110 employees based on available data.

Parallel Advisors 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.

Parallel Advisors Global Highlights

North America
145

United States Of America
145

Parallel Advisors's Leadership

J. B.
Intern To The Coo
Mobile Phone
Email
S. M.
Director Of Private Market Investments
Mobile Phone
Email
M. P.
Tax Director
Mobile Phone
Email
J. S.
Wealth Planning Director
Mobile Phone
Email
S. C.
Senior Operations Manager Alternative Investments
Mobile Phone
Email
P. S.
Manager, Wealth Planning
Mobile Phone
Email
K. W.
Trading Manager
Mobile Phone
Email
S. S.
Office Manager/Operations Associate
Mobile Phone
Email

Parallel Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Analytics
Entrepreneurship
Other
Consultant
Human Resources
Legal

Contact profiles from Parallel Advisors

Name

Title

Contact Info

Location

Last Update

K. C.
Wealth Advisor & Shareholder
Mobile Phone
Email
United States
Feb 23, 2026
N. T.
Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Apr 15, 2026
S. C.
Wealth Advisor
Mobile Phone
Email
United StatesArizona
Mar 25, 2026
S. F.
Wealth Advisor
Mobile Phone
Email
United StatesNew York
Feb 23, 2026
W. J.
Affiliate
Mobile Phone
Email
United StatesArizona
Jun 01, 2026
E. J.
Wealth Advisor
Mobile Phone
Email
Bay
Jun 08, 2026
D. J.
Operations & Client Service Associate, Analyst
Mobile Phone
Email
United States
May 31, 2026
J. A.
Wealth Strategist
Mobile Phone
Email
United StatesSouth Carolina
Oct 24, 2025
L. D.
Tax Associate
Mobile Phone
Email
United StatesArkansas
Oct 19, 2025
A. J.
Summer Intern
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Parallel Advisors known for?

Parallel Advisors was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 150 Spear Street Suite 950 San Francisco, California 94105 United States; you can contact the main corporate office by phone at

+1-415-839-****

. Explore Parallel Advisors's company overview page for more information.

What is Parallel Advisors's most common email format?

Parallel Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Parallel Advisors email formats with LeadIQ.

How many employees does Parallel Advisors have currently?

Parallel Advisors has approximately 134 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Parallel Advisors's key employees and leadership?

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

Intern To The Coo: J. B.
Director Of Private Market Investments: S. M.
Tax Director: M. P.
Wealth Planning Director: J. S.
Senior Operations Manager Alternative Investments: S. C.

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Parallel Advisors Employee Directory

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