About Parallel Advisors
Founded in 2006 by C.J. Rendic, Parallel Advisors began with the mission of building an independent, planning-first wealth management firm centered on fiduciary responsibility. From its San Francisco headquarters, the firm set out to help families and institutions make better financial decisions through disciplined advice, transparent stewardship and close collaboration. As an SEC-registered registered investment adviser, Parallel Advisors emphasizes solutions that begin with clients' goals rather than a one-size-fits-all investment product.
Today, Parallel Advisors serves individuals, trusts, institutions, endowments and foundations through asset management, financial planning, family office, trust, tax, retirement and estate-planning services. Its team includes more than 50 investment advisors and other investment, tax, trust and family-office professionals, with a nationwide network of 14 offices. The firm reports more than $12 billion in assets under management and also supports technology executives and startup founders with specialized guidance involving equity compensation, concentrated stock and pre-IPO planning.
FAQs
- When was Parallel Advisors founded?
- Parallel Advisors was founded in 2006.
- Who is the CEO of Parallel Advisors?
- C.J. Rendic is the CEO.
- What industries or markets does Parallel Advisors operate in?
- Parallel Advisors operates in the following markets: Wealth Management, Financial Services, Asset Management, Financial Planning, Family Offices, Trust Services, Tax Service, Retirement Planning, Estate Planning, and Equity Compensation.
- How many employees does Parallel Advisors have?
- Parallel Advisors has 51-200 employees.
- Where does Parallel Advisors have employees?
- Parallel Advisors has employees in United States.
- Is Parallel Advisors hiring?
- Yes, Parallel Advisors has 1 open remote job.
- Does Parallel Advisors support remote work or working from home?
- Yes, Parallel Advisors is a remote-friendly company.
- What employee benefits does Parallel Advisors offer?
- Parallel Advisors provides 1 benefit to their employees.
- Does Parallel Advisors offer a four-day work week?
- No, Parallel Advisors does not offer a four-day work week.
- What is Parallel Advisors's tech stack?
- Parallel Advisors has 1 technology in their tech stack.
- What is Parallel Advisors's website?
- Parallel Advisors's website is paralleladvisors.com.
United States