Parallel Advisors
San Francisco, California, United States · Consulting, Finance, Financial Services
Parallel Advisors, LLC is a financial advisory firm focused on providing tailored investment solutions to clients. With a team of experienced advisors, they aim to enhance clients' financial portfolios through personalized strategies. The firm emphasizes a client-centric approach and innovative financial planning. They serve both individual and institutional investors.
Key facts
- Headquarters
- San Francisco, California, United States
- Employees
- 131
- Industries
- Consulting, Finance, Financial Services
- Status
- Private
- Website
- paralleladvisors.com
- Company page
Recent activity at Parallel Advisors
Leadership
- Heather Katzenstein, Trust Services Director
Verified email and direct lines for Parallel Advisors’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.
Employee benefit plans
Parallel Advisors files 3 employee benefit plans with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.
Parallel Advisors in the news
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About Parallel Advisors: questions and answers
What does Parallel Advisors do?
Parallel Advisors, LLC is a financial advisory firm focused on providing tailored investment solutions to clients. With a team of experienced advisors, they aim to enhance clients' financial portfolios through personalized strategies. The firm emphasizes a client-centric approach and innovative financial planning. They serve both individual and institutional investors.
Where is Parallel Advisors headquartered?
Parallel Advisors is headquartered in San Francisco, California, United States.
How many employees does Parallel Advisors have?
Parallel Advisors has about 131 employees.
What is the latest news on Parallel Advisors?
On Jul 07, 2026, Parallel Advisors acquires Eaton Financial Group
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy