Parallel Advisors, LLC
● SEC registered since 2007CRD 140800SEC# 801-68107San Francisco, CA
Reg. AUM
$10.31B
Employees
137
Accounts
4,242
Location
San Francisco, CA
Parallel Advisors, LLC assets under management
Parallel Advisors, LLC is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2007. It reports $10.3 billion in regulatory assets under management and employs 137 people.
Parallel Advisors, LLC owners & executives
28 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Jonathan Haspel Control | Elected Manager | Under 5% | 2022 |
| Diane Deluca Gabianelli Control | Chief Financial Officer | Under 5% | 2022 |
| Jacob Frederick Schutt Control | Chief Wealth Officer | Under 5% | 2026 |
See all 28 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Parallel Advisors, LLC manage?
Parallel Advisors, LLC reports $10.3 billion in regulatory assets under management on its Form ADV.
How many employees does Parallel Advisors, LLC have?
Parallel Advisors, LLC reports 137 employees.
Where is Parallel Advisors, LLC located?
Parallel Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2007.
Does Parallel Advisors, LLC disclose fund performance?
Parallel Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 Spear Street, Suite 1600, San Francisco, CA 94105 |
| Phone | 866-627-6984 |
| Fax | 415-520-9659 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1690010 |
| Discloses disciplinary history | No |
Regulatory AUM
$10.31B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$10.31Bregulatory AUM
Discretionary $10.3BNon-discretionary $3.6M