PARALLEL ADVISORS, LLC
CRD #140800 SEC #801-68107 SAN FRANCISCO, CA 866-627-6984
SEC Registered
Total AUM
$8.7B
Discretionary
$8.7B
Employees
126
Clients
--
Accounts
14,928
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $8.7B | $8.7B | $3.8M | 126 | 36 |
| Jul 2025 | $8.7B | $8.7B | $3.8M | 126 | 36 |
| May 2025 | $8.7B | $8.7B | $3.8M | 126 | 36 |
| Apr 2025 | $8.7B | $8.7B | $3.8M | 126 | 36 |
| Mar 2025 | $8.7B | $8.7B | $3.8M | 126 | 36 |
| Mar 2025 | $8.7B | $8.7B | $3.8M | 126 | 36 |
| Jul 2024 | $7.1B | $7.1B | $3.6M | 111 | 35 |
| Jun 2024 | $7.1B | $7.1B | $3.6M | 111 | 35 |
| May 2024 | $7.1B | $7.1B | $3.6M | 111 | 35 |
| Mar 2024 | $7.1B | $7.1B | $3.6M | 111 | 35 |
| Mar 2024 | $7.1B | $7.1B | $3.6M | 111 | 35 |
| Sep 2023 | $5.7B | $5.7B | $2.5M | 91 | 33 |
| Apr 2023 | $5.7B | $5.7B | $2.5M | 91 | 33 |
| Mar 2023 | $5.7B | $5.7B | $2.5M | 91 | 33 |
| Mar 2023 | $5.7B | $5.7B | $2.5M | 91 | 33 |
| Jan 2023 | $5.7B | $5.7B | $2.5M | 91 | 28 |
| Dec 2022 | $5.4B | $5.4B | $2.8M | 74 | 28 |
| Nov 2022 | $5.4B | $5.4B | $2.8M | 74 | 28 |
| Aug 2022 | $5.4B | $5.4B | $2.8M | 74 | 28 |
| Jul 2022 | $5.4B | $5.4B | $2.8M | 74 | 28 |
| Apr 2022 | $5.4B | $5.4B | $2.8M | 74 | 28 |
| Apr 2022 | $5.4B | $5.4B | $2.8M | 74 | 28 |
| Mar 2022 | $5.4B | $5.4B | $2.8M | 74 | 28 |
| Mar 2021 | $3.8B | $3.8B | $2.1M | 65 | 34 |
| Mar 2021 | $3.8B | $3.8B | $2.1M | 65 | 34 |
| Mar 2021 | $3.8B | $3.8B | $2.1M | 65 | 34 |
| Jun 2020 | $3.2B | $3.2B | $2.7M | 58 | 17 |
| Mar 2020 | $3.2B | $3.2B | $2.7M | 58 | 17 |
| Oct 2019 | $2.4B | $2.4B | $0 | 55 | 22 |
| Sep 2019 | $2.4B | $2.4B | $0 | 55 | 22 |
| Jun 2019 | $2.4B | $2.4B | $0 | 55 | 22 |
| Mar 2019 | $2.4B | $2.4B | $0 | 54 | 22 |
| Nov 2018 | $1.9B | $1.9B | $0 | 44 | 11 |
| Mar 2018 | $1.9B | $1.9B | $0 | 44 | 11 |
| Feb 2018 | $1.4B | $1.4B | $0 | 43 | 11 |
| Feb 2018 | $1.4B | $1.4B | $0 | 43 | 11 |
| Sep 2017 | $1.4B | $1.4B | $0 | 41 | 1,500 |
| Jul 2017 | $1.4B | $1.4B | $0 | 41 | 1,500 |
| Mar 2017 | $1.4B | $1.4B | $0 | 41 | 1,500 |
| Nov 2016 | $1B | $1B | $6.5M | 31 | 1,100 |
| Sep 2016 | $1B | $1B | $6.5M | 31 | 1,100 |
| Mar 2016 | $1B | $1B | $6.5M | 31 | 1,100 |
| Dec 2015 | $715.4M | $697.4M | $18M | 29 | 900 |
| Sep 2015 | $715.4M | $697.4M | $18M | 29 | 900 |
| Aug 2015 | $715.4M | $697.4M | $18M | 23 | 900 |
| Jul 2015 | $715.4M | $697.4M | $18M | 23 | 900 |
| Feb 2015 | $715.4M | $697.4M | $18M | 23 | 900 |
| Oct 2014 | $504.5M | $504.5M | $0 | 21 | 600 |
| Mar 2014 | $504.5M | $504.5M | $0 | 21 | 600 |
| Mar 2014 | $504.5M | $504.5M | $0 | 21 | 600 |
| Oct 2013 | $300M | $300M | $0 | 15 | 400 |
| Feb 2013 | $300M | $300M | $0 | 15 | 400 |
| Nov 2012 | $224.9M | $201.9M | $23M | 11 | 300 |
| Mar 2012 | $224.9M | $201.9M | $23M | 11 | 300 |
| Dec 2011 | $165.3M | $134.4M | $30.9M | 11 | 101 |
| Aug 2011 | $165.3M | $134.4M | $30.9M | -- | -- |
| Mar 2011 | $165.3M | $134.4M | $30.9M | -- | -- |
| Dec 2010 | $105.9M | $99.7M | $6.2M | 10 | -- |
| Jul 2010 | $105.9M | $99.7M | $6.2M | 10 | -- |
| Jun 2010 | $105.9M | $99.7M | $6.2M | 10 | -- |
| Apr 2010 | $105.9M | $99.7M | $6.2M | 10 | -- |
| Mar 2009 | $59.8M | $57.8M | $2M | 5 | -- |
| Jan 2008 | $73.9M | $73.4M | $537.5K | 5 | -- |
DateAug 2025
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$3.8M
Employees126
Clients36
DateJul 2025
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$3.8M
Employees126
Clients36
DateMay 2025
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$3.8M
Employees126
Clients36
DateApr 2025
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$3.8M
Employees126
Clients36
DateMar 2025
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$3.8M
Employees126
Clients36
DateMar 2025
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$3.8M
Employees126
Clients36
DateJul 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$3.6M
Employees111
Clients35
DateJun 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$3.6M
Employees111
Clients35
DateMay 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$3.6M
Employees111
Clients35
DateMar 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$3.6M
Employees111
Clients35
DateMar 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$3.6M
Employees111
Clients35
DateSep 2023
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$2.5M
Employees91
Clients33
DateApr 2023
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$2.5M
Employees91
Clients33
DateMar 2023
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$2.5M
Employees91
Clients33
DateMar 2023
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$2.5M
Employees91
Clients33
DateJan 2023
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$2.5M
Employees91
Clients28
DateDec 2022
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$2.8M
Employees74
Clients28
DateNov 2022
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$2.8M
Employees74
Clients28
DateAug 2022
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$2.8M
Employees74
Clients28
DateJul 2022
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$2.8M
Employees74
Clients28
DateApr 2022
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$2.8M
Employees74
Clients28
DateApr 2022
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$2.8M
Employees74
Clients28
DateMar 2022
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$2.8M
Employees74
Clients28
DateMar 2021
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$2.1M
Employees65
Clients34
DateMar 2021
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$2.1M
Employees65
Clients34
DateMar 2021
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$2.1M
Employees65
Clients34
DateJun 2020
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$2.7M
Employees58
Clients17
DateMar 2020
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$2.7M
Employees58
Clients17
DateOct 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees55
Clients22
DateSep 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees55
Clients22
DateJun 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees55
Clients22
DateMar 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees54
Clients22
DateNov 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees44
Clients11
DateMar 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees44
Clients11
DateFeb 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees43
Clients11
DateFeb 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees43
Clients11
DateSep 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees41
Clients1,500
DateJul 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees41
Clients1,500
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees41
Clients1,500
DateNov 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$6.5M
Employees31
Clients1,100
DateSep 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$6.5M
Employees31
Clients1,100
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$6.5M
Employees31
Clients1,100
DateDec 2015
Total AUM$715.4M
Discretionary$697.4M
Non-Disc.$18M
Employees29
Clients900
DateSep 2015
Total AUM$715.4M
Discretionary$697.4M
Non-Disc.$18M
Employees29
Clients900
DateAug 2015
Total AUM$715.4M
Discretionary$697.4M
Non-Disc.$18M
Employees23
Clients900
DateJul 2015
Total AUM$715.4M
Discretionary$697.4M
Non-Disc.$18M
Employees23
Clients900
DateFeb 2015
Total AUM$715.4M
Discretionary$697.4M
Non-Disc.$18M
Employees23
Clients900
DateOct 2014
Total AUM$504.5M
Discretionary$504.5M
Non-Disc.$0
Employees21
Clients600
DateMar 2014
Total AUM$504.5M
Discretionary$504.5M
Non-Disc.$0
Employees21
Clients600
DateMar 2014
Total AUM$504.5M
Discretionary$504.5M
Non-Disc.$0
Employees21
Clients600
DateOct 2013
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees15
Clients400
DateFeb 2013
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees15
Clients400
DateNov 2012
Total AUM$224.9M
Discretionary$201.9M
Non-Disc.$23M
Employees11
Clients300
DateMar 2012
Total AUM$224.9M
Discretionary$201.9M
Non-Disc.$23M
Employees11
Clients300
DateDec 2011
Total AUM$165.3M
Discretionary$134.4M
Non-Disc.$30.9M
Employees11
Clients101
DateAug 2011
Total AUM$165.3M
Discretionary$134.4M
Non-Disc.$30.9M
Employees--
Clients--
DateMar 2011
Total AUM$165.3M
Discretionary$134.4M
Non-Disc.$30.9M
Employees--
Clients--
DateDec 2010
Total AUM$105.9M
Discretionary$99.7M
Non-Disc.$6.2M
Employees10
Clients--
DateJul 2010
Total AUM$105.9M
Discretionary$99.7M
Non-Disc.$6.2M
Employees10
Clients--
DateJun 2010
Total AUM$105.9M
Discretionary$99.7M
Non-Disc.$6.2M
Employees10
Clients--
DateApr 2010
Total AUM$105.9M
Discretionary$99.7M
Non-Disc.$6.2M
Employees10
Clients--
DateMar 2009
Total AUM$59.8M
Discretionary$57.8M
Non-Disc.$2M
Employees5
Clients--
DateJan 2008
Total AUM$73.9M
Discretionary$73.4M
Non-Disc.$537.5K
Employees5
Clients--