Founded in 2006, Parallel manages approximately $4.8 billion in assets under management for high-net-worth individuals and pension/profit sharing plans Emigrant Partners has exited both Parallel and ...

California RIAs Falcon Wealth and Parallel Advisors are mired in a lawsuit stemming from allegations that former Falcon employee Nicole Amore misappropriated sensitive business information amid her ...

After nearly doubling in size in less than three years, a major registered investment advisor has a new private equity backer and a new asset management arm. San Francisco-based Parallel Advisors ...

NEW YORK CITY, NEW YORK / ACCESS Newswire / February 27, 2025 / Parallel Advisors, LLC, a premier independent wealth management firm, today announced that Steve Fernelis has joined the firm as a ...