SAN FRANCISCO, CACRD 140800Latest ADV March 28, 2026
Parallel Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 28, 2026, reports $10.3B in regulatory assets under management, 137 employees, 19 offices, and 4,242 accounts.
Assets Under Management
$10.3B
Employees
137
Offices
19 offices
Total Clients
4,240
Primary office
SAN FRANCISCO, CA
150 SPEAR STREET, SUITE 1600, SAN FRANCISCO, CA, United States
Top client segmentIndividuals represent 74.4% of total clients.
Top client categories% of clientsClients
1
Individuals
74.4%
3,156
2
HNWI
23.9%
1,013
3
Pension Plans
0.9%
39
4
Corporations
0.6%
24
5
Charitable
0.2%
8
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.3Bas of March 28, 2026
Discretionary100.0%
$10.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$4M
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10.3B
Total Accounts4,242
10Y AUM Change+$8.9B (+648.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees137
Clients per Employee31:1
10Y Employee Change+96 (+234.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.