Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients.

Independent Mindset:
As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives.

Inclusive Implementation:
Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals.

Innovative Approach:
We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency.

 Our Key Capabilities:
•	Financial planning
•	Investment management
•	Investment manager due diligence
•	Retirement planning analysis
•	Philanthropic planning and evaluation
•	Institutional style bond and cash management
•	Portfolio analysis and comparison of investments and/or managers
•	Tax planning and preparation
•	Risk, insurance and annuity analysis
•	Research services
•	Intergenerational wealth transfer strategies

Investment Management

Parallel Advisors, LLC

CJ Rendic

Yifan Gong (He/Him/His)

Conner Grams

Tanner Wraa

Matthew Kuriyama

Cfp® Michael Ma, Msfs, Chfc

Marielle Woods Thompson

Kyte Crigger

Bridget McGuire

Austin Witherill

Jennifer Akers

Michael Murray

Kevin Williamson

Ankit Kundaria

Michael Aldrich

Dashiell Thompson Cpa, Cgma

Sangeetha Srinivasan Mba

Stacey Blalock

The Operations Team at Parallel Advisors, LLC plays a crucial role in enhancing the efficiency and effectiveness of the firm's wealth management services. They ensure seamless coordination between advisors and external partners by managing operational processes, overseeing client service functions, and supporting alternative investments. This team is dedicated to optimizing workflows, maintaining compliance, and ensuring that all operational aspects align with the firm’s commitment to delivering exceptional client experiences.

Operations Team

Leadership Team

Wealth Management

Operations Team

About

Team members

Other teams at Parallel Advisors, LLC

Leadership Team

Wealth Management