Parallel Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

140800

SEC number

801-68107

Firm type

RIA

Assets under management

$10.3B as of Jun 29, 2026

Website

www.linkedin.com/in/matthew-kennedy-mba-26b9498 ↗

Phone

866-627-6984

Address

150 Spear Street, San Francisco, CA, 94105

Advisors at this firm

66 in our index · page 1 of 2

• Richard Allen AshburnCRD 1590050 · San Francisco, CA
  IA Registered
• Nicole Marie AmoreCRD 6648578 · Wood Dale, IL
  IA RegisteredRegistration inactive
• Amy Elizabeth BarkerCRD 4646830 · Dayton, OH
  IA Registered
• Cara Elizabeth BarrCRD 6278540 · San Francisco, CA
  IA Registered
• William Gilbert BarrettCRD 2772521 · San Francisco, CA
  IA Registered
• Jason Marshall BeccarisCRD 4524388 · San Francisco, CA
  IA Registered
• Christopher Roberts BroderickCRD 6491628 · San Francisco, CA
  IA Registered
• Caroline Harris BurnsCRD 7446965 · San Francisco, CA
  IA Registered
• Matthew Glenn ClementsCRD 5886012 · San Francisco, CA
  IA Registered
• William George ClementsCRD 1248265 · San Francisco, CA
  IA Registered
• Sharon Karraker CohenCRD 2471072 · Scottsdale, AZ
  IA Registered
• Stephanie CooperCRD 6433956 · San Francisco, CA
  IA Registered
• James Richard CrockerCRD 5127548 · Walnut Creek, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Donald Steven CuppyCRD 2979188 · Scottsdale, AZ
  IA Registered
• Daniel Robert D'orazioCRD 4818393 · San Francisco, CA
  IA Registered
• Ashley Charles DaggsCRD 2592728 · San Francisco, CA
  IA RegisteredRegistration inactive
• David Ryan DroppoCRD 4987487 · Walnut Creek, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Douglas Jay EatonCRD 2780814 · Coral Springs, FL
  IA RegisteredRegistration inactive
• Jacalyn Kay FerreiraCRD 1025472 · Coral Springs, FL
  IA Registered
• Mark Andrew FiedlerCRD 4094685 · Scottsdale, AZ
  IA Registered
• Darin Bradley FiersteinCRD 2608446 · San Francisco, CA
  IA Registered
• Bruce Allan FrankelCRD 4700928 · Durham, NC
  IA RegisteredRegistration inactive
• James Kevin GlasheenCRD 5750170 · Denver, CO
  IA RegisteredRegistration inactive
• Kipp Christopher GollCRD 1677304 · Scottsdale, AZ
  IA Registered
• Knud Bang GotterupCRD 2384573 · San Francisco, CA
  IA Registered
• Joshua Holt HallCRD 6272942 · Houston, TX
  IA RegisteredRegistration inactive
• Charles Lucas HatchCRD 4690683 · San Francisco, CA
  IA Registered
• Robert Earl Lee Aaron HenrichCRD 2291902 · Dayton, OH
  IA RegisteredRegistration inactive
• Robert John HigginsCRD 1159861 · San Francisco, CA
  IA Registered
  Disclosure event(s) on record
• Heatherlyn Corey HydeCRD 4956716 · Charleston, SC
  IA Registered
• Evan C JonesCRD 5134573 · San Francisco, CA
  IA Registered
• John KangCRD 4087685 · San Francisco, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Heather Leah KatzensteinCRD 5514735 · San Francisco, CA
  IA Registered
• Matthew James KennedyCRD 4215506 · San Francisco, CA
  IA Registered
• Roy Harvey KissinCRD 3046514 · Portland, OR
  IA Registered
• Steve Tadao KuriyamaCRD 1326708 · Honolulu, HI
  IA Registered
• Brenden Todd KingCRD 6685362 · Fishers, IN
  IA RegisteredRegistration inactive
• Victor Shihchong LiaoCRD 2647776 · San Francisco, CA
  IA Registered
• Frederick Joseph LinknerCRD 1226240 · San Francisco, CA
  IA Registered
• Carl Scott LambCRD 5020667 · Oceanside, CA
  IA RegisteredRegistration inactive
• Michael Paul MaCRD 4475896 · San Francisco, CA
  IA Registered
• Matthew Robert McguireCRD 4092184 · Dallas, TX
  IA Registered
• Mary Frances K M MeyerCRD 2599134 · Honolulu, HI
  IA Registered
• Kenneth Lee MillmanCRD 4687376 · San Francisco, CA
  IA Registered
• James Andrews MillsCRD 5087549 · Denver, CO
  IA Registered
• Frederick John MolfinoCRD 2280316 · San Francisco, CA
  IA RegisteredRegistration inactive
• Karen Joy McmillanCRD 4567056 · San Francisco, CA
  IA RegisteredRegistration inactive
• Ryan John McweeneyCRD 7832112 · Coppell, TX
  IA Registered
• Michael Steven MillmanCRD 2696729 · San Francisco, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ramon Joseph PolinCRD 2212831 · San Francisco, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.