Parallel Advisors
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Tech-forward RIA serving the Bay Area
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Claim This Profile →About Parallel Advisors
Parallel Advisors is a San Francisco-based fee-only RIA providing financial planning and investment management to tech professionals, entrepreneurs, and executives in the Bay Area and beyond.
Services & Specialties
Services
Financial Advisor Specialties
Frequently Asked Questions
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Pricing
Fee-Only (AUM & Flat Fee)
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