What departments does Parallel Advisors, LLC have?

Parallel Advisors, LLC has employees across 6 departments including Operations, Accounting, Engineering, Finance, Consultant.

What is the largest department at Parallel Advisors, LLC?

The largest department at Parallel Advisors, LLC is Consultant with 5 employees.

Where are Parallel Advisors, LLC employees located globally?

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

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

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

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.

Parallel Advisors, LLC Global Highlights

North America
144

United States Of America
144

Parallel Advisors, LLC's Leadership

J. B.
Intern To The Coo
Mobile Phone
Email
M. P.
Tax Director
Mobile Phone
Email
J. S.
Wealth Planning Director
Mobile Phone
Email
R. A.
Wealth Manager
Mobile Phone
Email
R. P.
Wealth Manager
Mobile Phone
Email
M. C.
Firm Development Principal
Mobile Phone
Email
A. B.
Principal And Wealth Advisor
Mobile Phone
Email
M. W. T.
Senior Wealth Strategist
Mobile Phone
Email

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 Info

Location

Last Update

M. M. C.
Principal
Mobile Phone
Email
Oct 17, 2024
R. M.
Principal
Mobile Phone
Email
Oct 22, 2024
A. W.
Wealth Strategist
Mobile Phone
Email
Jun 30, 2026
E. J.
Wealth Advisor
Mobile Phone
Email
Bay
Jun 24, 2026
A. J.
Summer Intern
Mobile Phone
Email
Oct 17, 2024
A. R.
Wealth Management Intern
Mobile Phone
Email
Oct 17, 2024
A. D.
Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
C. B.
Wealth Advisor
Mobile Phone
Email
Jun 08, 2026
D. P.
Parallel Advisors
Mobile Phone
Email
Oct 18, 2024
J. H.
Wealth Management Advisor
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Parallel Advisors, LLC known for?

Parallel Advisors, LLC was founded in 2006 operates in the Financial Services industry; you can contact the 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?

Parallel Advisors, LLC employees' email format typically follows the pattern of . 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?

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

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

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

Intern To The Coo: J. B.
Tax Director: M. P.
Wealth Planning Director: J. S.
Wealth Manager: R. A.
Wealth Manager: R. P.

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Parallel Advisors, LLC Employee Directory

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Parallel Advisors, LLC Global Highlights

North America
144

Parallel Advisors, LLC's Leadership

Parallel Advisors, LLC Employee Metrics

Contact profiles from Parallel Advisors, LLC

Frequently Asked Questions

What is Parallel Advisors, LLC known for?

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

How many employees does Parallel Advisors, LLC have currently?

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

Everything for prospecting,
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What you can expect from LeadIQ:

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Parallel Advisors, LLC Employee Directory

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

Name search is limited — try advanced search instead

Parallel Advisors, LLC Global Highlights

North America144

Parallel Advisors, LLC's Leadership

Parallel Advisors, LLC Employee Metrics

Contact profiles from Parallel Advisors, LLC

Frequently Asked Questions

What is Parallel Advisors, LLC known for?

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

How many employees does Parallel Advisors, LLC have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
144

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