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Parallel Advisors

San Francisco, California
Website:
https://www.paralleladvisors.com/
140800
San Francisco, California
Website:
https://www.paralleladvisors.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$8,289,742,208
Fee model
Fee Only Strict
Number of employees
114
Custodians

Schwab

Fidelity

Pershing

Description

Parallel Advisors ("Parallel") was founded in 2006 by CEO, C.J. Rendic. At Parallel, collaboration forms the bedrock of their success. They work closely with both advisors and clients, fostering partnerships that yield superior outcomes. Operating on a fee-only basis, Parallel adheres to a fiduciary culture and a planning-focused approach. Known for their deep client relationships, Parallel extends beyond traditional financial advising, often acting as a "life coach" to provide holistic, personalized guidance. Their dedication to client satisfaction is driven by the principle of enhancing their clients' and advisors' positions, making Parallel a leader in delivering comprehensive financial and life solutions.

Locations

1800 E 3rd Ave Ste 103 Durango CO 81301
7887 E Belleview Ave Ste 1100 Englewood CO 80111
5910 N Central Expy Ste 1875 Dallas TX 75206
150 Spear St Ste 1600 San Francisco CA 94105
16435 N Scottsdale Rd Scottsdale AZ 85254
150 Spear St Ste 950 San Francisco CA 94105
1440 Kapiolani Blvd Ste 970 Honolulu HI 96814
10050 Innovation Dr Miamisburg OH 45342
11628 S Lewis Dr Olathe KS 66061
10050 Innovation Dr Ste 350 Miamisburg OH 45342
1000 W Wilshire Blvd Ste 320 Oklahoma City OK 73116

Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Retirement / Income Planning
Tax Preparation
Family Office Services
Corporate Trustee Services

Recent News

Parallel Advisors Partners with Golden Gate Capital on Recapitalization
Parallel Advisors, LLC (“Parallel”), a registered, independent wealth management firm, today announced a recapitalization of the firm led by Parallel’s existing management and Golden Gate Capital, a leading private equity investment firm.
Parallel Advisors Partners with Scottsdale-Based Montlake Financial
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Acquisitions

Number of Acqusitions
5

Success

General Overview of Client Experience

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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
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00:53
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AUM Growth

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Technology

Overview

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Match confidence
N/a
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
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Acquisition Model

Acquisition Type
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Data Room

Investment Management
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Match confidence
N/a
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Parallel Advisors's Ideal Partner

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Show your interest

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Fee Only Strict
Schwab
Fidelity
Pershing
Full Acquisition
Financial Planning
Portfolio Management
Estate Planning
Retirement / Income Planning
Tax Preparation
Family Office Services
Corporate Trustee Services