Parallel Advisors, LLC

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Parallel Advisors | Independent Wealth Management & Financial Planning Preserving Wealth. Building Legacies. Comprehensive wealth management guided by principles of stewardship and care $11 B + Assets Under Management * *As of 5/7/2026 20+ Years in Business 50+ Investment Advisors 2006 Year Founded Barron's 2025 Top 100 RIA Firms Ranked #64 RIA Channel Top 50 Wealth Managers of 2024 Ranked #20 USA Today 2024 Best Financial Advisor Firms Barron's 2023 Top 100 RIA Firms Ranked #74 FA Magazine 2023 RIA Ranking #83 out of #521 See full awards disclosures . Financial Excellence 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 standard. 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. PRIVATE CLIENT FAMILY OFFICE TRUST SERVICES TAX SERVICES First Name * Last Name * Email Address * Investable Assets * Select range $500K - $3 million $3 million - $10 million $10 million - $20 million

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