{"id":"12b06442-fb56-4bf6-b5e9-9484796aa8ae","name":"Parallel Advisors","url":"https://citybotmagic.com/us/ca/san-francisco/parallel-advisors/","api":"https://citybotmagic.com/api/v1/us/ca/san-francisco/parallel-advisors.json","category":"financial_advising","categoryLabel":"Financial Advising","group":"services_and_business","groupLabel":"Services & Business","address":"150 Spear St #1600","city":"San Francisco","state":"CA","postcode":"94105","lat":37.79191357,"lon":-122.39340819,"phone":"+14157388909","phoneDisplay":"(415) 738-8909","website":"http://www.paralleladvisors.com/","email":"info@paralleladvisors.com","socials":["https://www.facebook.com/30063731639"],"description":"SEC-registered independent wealth management firm providing comprehensive financial planning, investment advisory, family office and trust services since 2006. Managing $12B+ in assets with 50+ advisors across 14 U.S. offices.","services":["Wealth Management Services","Asset Management","Family Office Services","Wealth Planning","Trust Services","Tax Planning & Optimization","Estate & Wealth Transfer","Consolidated Financial Reporting","Bill Pay & Cash Management","Generational Wealth Transfer","Tax Strategy & Optimization","Family Governance","Cash Forecasting","Bookkeeping Services","Professional Stewardship for Your Legacy","Our Approach","A Fiduciary Partner Built for California Trusts","A Deliberate Choice for Long-Term Stewardship","Fidelity to Grantor Intent","Transparent, Defensible Reporting","Institutional Expertise with Personalized Service","Continuity Beyond the Individual","Regulatory Oversight and Risk Management","Transparent Fees and Singular Fiduciary Focus","The Case for a Corporate Trustee","Driving Better Outcomes for Plan Sponsors","Three Things Our Clients All Benefit From","Investment Solutions & Risk Management","Participant Engagement & Education","Vendor Coordination & Administration Oversight"],"websiteChecked":"2026-10-14","sources":[{"dataset":"meta","license":"CDLA-Permissive-2.0","updated":"2026-09-14"}]}