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| Happy Holidays!! thanks for using AUM13F!! |
| Parallel Advisors LLC
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| CRD # | 140800 |
| SEC # | 801-68107 |
| CIK # | 0001690010 |
| AUM | $8.7 B (2025-07-18) |
| Employees | 126 (51% Investors, 0% Brokers) |
| Phone | 866-627-6984 |
| Address | 150 Spear Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001690010 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Corcept Therapeutics Inc | 0.3 | ||
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| CVB Financial Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Netflix Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| VISA Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,756 | 2.7 |
| (b) Individuals (high net worth individuals) | 1,044 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 0.8 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 14,928 | 8.7 |
| By Discretionary | ||
| Discretionary | 14,925 | 8.7 |
| Non-Discretionary | 3 | 0.0 |
| Total | 14,928 | 8.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 8.7 | |
| Total | 14,928 | 8.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001690010] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Conrad Siegel Investment Advisors Inc
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|
PA | 9.0 |
|
Forum Financial Management LP
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|
IL | 9.0 |
|
Ferguson Wellman Capital Management Inc
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OR | 9.0 |
|
Perigon Wealth Management LLC
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CA | 8.7 |
|
Capital Analysts LLC
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|
PA | 8.7 |
|
Advisory Services Network LLC
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|
GA | 8.6 |
|
DF Dent and Company Inc
✚
|
MD | 8.6 |
|
Crawford Investment Counsel Inc
✚
|
GA | 8.5 |
|
Mariner Independent Advisor Network LLC
✚
|
KS | 8.5 |
|
Saturna Capital Corporation
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|
WA | 8.4 |