Parallel Advisors

San Francisco, California, United Statesparalleladvisors.com1expert edge

SEC-registered independent wealth management firm managing $11 billion in assets across 14 offices, offering fiduciary investment management, family office, trust, and estate planning services.

Why interesting to a deal team

Established independent RIA with multi-office footprint, specialty family office capabilities, and 50+ credentialed advisors; proven scaling model attractive to consolidation platforms.

Experts connected to this company

Christopher C. FriedenRepresented company in its recapitalization

Christopher C. Frieden

Partner and Chair of Partners Committee

Alston & Bird LLP

LawyerAtlanta

Atlanta's go-to RIA M&A lawyer, having steered 175+ wealth management deals worth $7B+ since 2020 — a direct line into active RIA consolidation activity.

Sources

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Strongest evidencePage title2 public sourcesHow the grades work