Comprehensive wealth management guided by principles of stewardship and care
See full awards disclosures.
Founded in 2006, Parallel is one of the leading RIAs in the country. We are a planning-first firm providing innovative investment solutions with a fiduciary approach. We serve our clients with the highest standards of integrity, professionalism and excellence.
Our clients trust us as partners; we help solve the financial decisions impacting families and institutions. Our dedicated professionals span investments, tax advice, our trust company and family office. Together, we'll work with you to craft innovative investment strategies, transfer wealth, handle stock options, create and review long term financial plans, philanthropic goals and retirement solutions.
Plan for your future. Build your legacy. Start now.
(415) 738-8909
150 Spear Street, Suite 1600
San Francisco, CA 94105
(734) 999-1040
213 West Liberty Street, Suite 110
Ann Arbor, MI 48104
Parallel Trust Company of California
9201 Wilshire Blvd, Suite 205
Beverly Hills, CA 90210
(214) 516-7557
3300 Olympus Blvd, Suite 125
Coppell, TX 75019
(937) 395-7387
10050 Innovation Dr, Suite 350
Dayton, OH 45342
3773 Cherry Creek North Dr
East Tower, Suite 801
Denver, CO 80209
(970) 259-6739
125 E. 32nd Street
Durango, CO 81301
(919) 268-8518
2530 Meridian Pkwy, Suite 300
Durham, NC 27713
(808) 593-1600 / (800) 978-1100
1440 Kapiolani Blvd, Suite 970
Honolulu, HI 96814
(281) 516-5717
3040 Post Oaks Blvd, Fl 18
Houston, TX 77056
(775) 473-3884
1 East Liberty Street, Suite 600
Reno, NV 89501
(480) 348-1800
16427 N Scottsdale Rd #155
Scottsdale, AZ 85254