Cities › San Francisco, CA › Services & Business

Parallel Advisors

Financial Advising

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

Agents: this record as JSON → /api/v1/us/ca/san-francisco/parallel-advisors.json

Is this your business? Correct or add your services and prices — free.

Sources: meta (CDLA-Permissive-2.0); business website read 2026-10-14. About our data.