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PARALLEL ADVISORS, LLC
CRD 140800File 801-68107
APPROVED
Retail clients
Custody
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.31B
Top 10% of cohort (national)
Discretionary AUM
$10.30B
Non-discretionary $3.6M
Clients
4,240
4,242 accounts
Employees
137
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 26, 2007
- Principal office
- 150 SPEAR STREET, SUITE 1600, SAN FRANCISCO, CA, 94105
- Phone
- 866-627-6984
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.31B
- Discretionary AUM
- $10.30B
- Non-discretionary AUM
- $3.6M
- Discretionary accounts
- 4,240
- Non-discretionary accounts
- 2
- Total accounts
- 4,242
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $100.2M |
| Charitable organizations | 8 | $24.9M |
| Other investment advisers | Fewer than 5 | $3.0M |
| High net worth individuals | 1,013 | $5.44B |
| Pension and profit sharing plans | 39 | $909.7M |
| Individuals (other than high net worth individuals) | 3,156 | $3.83B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.