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Parallel Advisors, LLC​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings
Logo
  • Home
  • AI Agent
  • Annotations
  • Files
  • Pricing and plans
  • BlogAboutContact us
    APIMCP
    Terms of servicePrivacy policy

  • Get the full experience

    We save the real magic for signed-in users.

Parallel Advisors, LLC​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings
P

Parallel Advisors, LLC

Ask AI
Doc SearchProfileEntity Structure

Overview

ProfileEntity Structure

Documents

SEC Filings
P

Parallel Advisors, LLC

Ask AI
Doc SearchProfileEntity Structure

Overview

ProfileEntity Structure

Documents

SEC Filings

Parallel Advisors, LLC — Company Profile

Parallel Advisors, LLC is a limited liability company headquartered in SAN FRANCISCO, US. As of January 2026, the firm reported $8.74 billion in regulatory assets under management. The firm employs 64 investment adviser staff, 65 investment adviser representatives. Advisory services include financial planning, portfolio mgmt individuals, portfolio mgmt institutional, pension consulting, and selection other advisers.

Sector
Financials
Industry
Capital Markets
Headquarters
SAN FRANCISCO, CA, US
Employees
126
Website
www.linkedin.com

Key Metrics

Price
$0.00
Market Cap
$0.00
Revenue (TTM)
$0.00
Net Income (TTM)
$0.00
EPS (TTM)
0.00
P/E (TTM)
0.00
P/B (TTM)
0.00
Dividend Yield
0.00%
ROE (TTM)
0.00%
ROA (TTM)
0.00%
Operating Margin
0.00%
Beta
0.00

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(50)

Expand
  • 13F-HRQuarterly report (institutional investment manager holdings)11:51AM
  • N-PXAnnual report of proxy voting record19 Aug
  • 13F-HRQuarterly report (institutional investment manager holdings)5 Aug
  • 13F-HR/AQuarterly report (institutional investment manager holdings, amendment)2 Jun
  • 13F-HRQuarterly report (institutional investment manager holdings)7 May
  • 13F-HRQuarterly report (institutional investment manager holdings)10 Feb
  • 13F-HRQuarterly report (institutional investment manager holdings)12 Nov 2025
  • N-PXAnnual report of proxy voting record18 Jul 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)7 Jul 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)7 Apr 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)10 Feb 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)13 Nov 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)8 Aug 2024
  • N-PXAnnual report of proxy voting record15 Jul 2024
  • 13F-HR/AQuarterly report (institutional investment manager holdings, amendment)20 May 2024
  • 13F-HR/AQuarterly report (institutional investment manager holdings, amendment)20 May 2024
  • 13F-HR/AQuarterly report (institutional investment manager holdings, amendment)20 May 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)6 May 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)9 Feb 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)13 Nov 2023

Mentions in Filings

  • P
    … ment, trading and operations, consulting, and investments — Mr. Canter is a well-rounded leader in the registered investment adviser space. Mr. Canter currently serves on the boards of the Accordant OCDE Index Fund, <strong>Parallel Advisors</strong> LLC, Parallel Trust Company of California and Clearstead Advisors LLC. He previously served as a board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter received a Bache …
    Sagard Private Income Fund Inc.Parallel Advisors, LLC·10-12G - Registration statement (Section 12(g))·Q4 26·28 Oct
  • P
    … ment, trading and operations, consulting, and investments — Mr. Canter is a well-rounded leader in the registered investment adviser space. Mr. Canter currently serves on the boards of the Accordant OCDE Index Fund, <strong>Parallel Advisors</strong> LLC, Parallel Trust Company of California and Clearstead Advisors LLC. He previously served as a board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter received a Bache …
    Sagard Private Income FundParallel Advisors, LLC·DRS - Draft registration statement·Q3 26·1 Sep
  • P
    … he has held positions at several well-respected financial institutions gaining experience in multiple facets of the industry. Mr. Canter currently sits on the Boards of the Accordant Investments mutual fund family, <strong>Parallel Advisors</strong>, Invest in Others, and was a prior Board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter holds a Bachelor of Arts degree in Political Science from the University of Wi …
    Invest Green Acquisition CorpParallel Advisors, LLC·424B4 - PROSPECTUS·Q4 25·25 Nov 2025
  • P
    … he has held positions at several well-respected financial institutions gaining experience in multiple facets of the industry. Mr. Canter currently sits on the Boards of the Accordant Investments mutual fund family, <strong>Parallel Advisors</strong>, Invest in Others, and was a prior Board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter holds a Bachelor of Arts degree in Political Science from the University of Wi …
    Invest Green Acquisition CorpParallel Advisors, LLC·S-1/A - REGISTRATION STATEMENT·Q4 25·4 Nov 2025
  • P
    … he has held positions at several well-respected financial institutions gaining experience in multiple facets of the industry. Mr. Canter currently sits on the Boards of the Accordant Investments mutual fund family, <strong>Parallel Advisors</strong>, Invest in Others, and was a prior Board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter holds a Bachelor of Arts degree in Political Science from the University of Wi …
    Invest Green Acquisition CorpParallel Advisors, LLC·S-1/A - REGISTRATION STATEMENT·Q3 25·26 Sep 2025
  • P
    … he has held positions at several well-respected financial institutions gaining experience in multiple facets of the industry. Mr. Canter currently sits on the Boards of the Accordant Investments mutual fund family, <strong>Parallel Advisors</strong>, Invest in Others, and was a prior Board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter holds a Bachelor of Arts degree in Political Science from the University of Wi …
    Invest Green Acquisition CorpParallel Advisors, LLC·S-1/A - REGISTRATION STATEMENT·Q3 25·26 Sep 2025

Parallel Advisors, LLC — Company Profile

Parallel Advisors, LLC is a limited liability company headquartered in SAN FRANCISCO, US. As of January 2026, the firm reported $8.74 billion in regulatory assets under management. The firm employs 64 investment adviser staff, 65 investment adviser representatives. Advisory services include financial planning, portfolio mgmt individuals, portfolio mgmt institutional, pension consulting, and selection other advisers.

Sector
Financials
Industry
Capital Markets
Headquarters
SAN FRANCISCO, CA, US
Employees
126
Website
www.linkedin.com

Key Metrics

Price
$0.00
Market Cap
$0.00
Revenue (TTM)
$0.00
Net Income (TTM)
$0.00
EPS (TTM)
0.00
P/E (TTM)
0.00
P/B (TTM)
0.00
Dividend Yield
0.00%
ROE (TTM)
0.00%
ROA (TTM)
0.00%
Operating Margin
0.00%
Beta
0.00

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(50)

Expand
  • 13F-HRQuarterly report (institutional investment manager holdings)11:51AM
  • N-PXAnnual report of proxy voting record19 Aug
  • 13F-HRQuarterly report (institutional investment manager holdings)5 Aug
  • 13F-HR/AQuarterly report (institutional investment manager holdings, amendment)2 Jun
  • 13F-HRQuarterly report (institutional investment manager holdings)7 May
  • 13F-HRQuarterly report (institutional investment manager holdings)10 Feb
  • 13F-HRQuarterly report (institutional investment manager holdings)12 Nov 2025
  • N-PXAnnual report of proxy voting record18 Jul 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)7 Jul 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)7 Apr 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)10 Feb 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)13 Nov 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)8 Aug 2024
  • N-PXAnnual report of proxy voting record15 Jul 2024
  • 13F-HR/AQuarterly report (institutional investment manager holdings, amendment)20 May 2024
  • 13F-HR/AQuarterly report (institutional investment manager holdings, amendment)20 May 2024
  • 13F-HR/AQuarterly report (institutional investment manager holdings, amendment)20 May 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)6 May 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)9 Feb 2024
  • 13F-HRQuarterly report (institutional investment manager holdings)13 Nov 2023

Mentions in Filings

  • P
    … ment, trading and operations, consulting, and investments — Mr. Canter is a well-rounded leader in the registered investment adviser space. Mr. Canter currently serves on the boards of the Accordant OCDE Index Fund, <strong>Parallel Advisors</strong> LLC, Parallel Trust Company of California and Clearstead Advisors LLC. He previously served as a board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter received a Bache …
    Sagard Private Income Fund Inc.Parallel Advisors, LLC·10-12G - Registration statement (Section 12(g))·Q4 26·28 Oct
  • P
    … ment, trading and operations, consulting, and investments — Mr. Canter is a well-rounded leader in the registered investment adviser space. Mr. Canter currently serves on the boards of the Accordant OCDE Index Fund, <strong>Parallel Advisors</strong> LLC, Parallel Trust Company of California and Clearstead Advisors LLC. He previously served as a board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter received a Bache …
    Sagard Private Income FundParallel Advisors, LLC·DRS - Draft registration statement·Q3 26·1 Sep
  • P
    … he has held positions at several well-respected financial institutions gaining experience in multiple facets of the industry. Mr. Canter currently sits on the Boards of the Accordant Investments mutual fund family, <strong>Parallel Advisors</strong>, Invest in Others, and was a prior Board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter holds a Bachelor of Arts degree in Political Science from the University of Wi …
    Invest Green Acquisition CorpParallel Advisors, LLC·424B4 - PROSPECTUS·Q4 25·25 Nov 2025
  • P
    … he has held positions at several well-respected financial institutions gaining experience in multiple facets of the industry. Mr. Canter currently sits on the Boards of the Accordant Investments mutual fund family, <strong>Parallel Advisors</strong>, Invest in Others, and was a prior Board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter holds a Bachelor of Arts degree in Political Science from the University of Wi …
    Invest Green Acquisition CorpParallel Advisors, LLC·S-1/A - REGISTRATION STATEMENT·Q4 25·4 Nov 2025
  • P
    … he has held positions at several well-respected financial institutions gaining experience in multiple facets of the industry. Mr. Canter currently sits on the Boards of the Accordant Investments mutual fund family, <strong>Parallel Advisors</strong>, Invest in Others, and was a prior Board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter holds a Bachelor of Arts degree in Political Science from the University of Wi …
    Invest Green Acquisition CorpParallel Advisors, LLC·S-1/A - REGISTRATION STATEMENT·Q3 25·26 Sep 2025
  • P
    … he has held positions at several well-respected financial institutions gaining experience in multiple facets of the industry. Mr. Canter currently sits on the Boards of the Accordant Investments mutual fund family, <strong>Parallel Advisors</strong>, Invest in Others, and was a prior Board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. Mr. Canter holds a Bachelor of Arts degree in Political Science from the University of Wi …
    Invest Green Acquisition CorpParallel Advisors, LLC·S-1/A - REGISTRATION STATEMENT·Q3 25·26 Sep 2025