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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-04-2006
- Office Locations
- 26
Office Locations
About Parallel Advisors, LLC
Parallel Advisors is a full-service wealth management firm (est. 2006) providing financial planning, investment management and advisory, and tax and family-office services, including estate/trust, risk, and philanthropic planning. The team builds tax-efficient portfolios and sources institutional-quality private market investment opportunities. Serves retail and institutional clients, with custody commonly at Schwab or Fidelity, and is recognized in Barron’s and USA Today RIA rankings.
Reported data analysis
What the numbers show
Between August 7, 2025 and June 29, 2026, reported AUM increased 18.0%, from $8.7B to $10.3B.
Across 5 reported observations, AUM increased 89.4% between December 19, 2022 and June 29, 2026, from $5.4B to $10.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 61 advisory representatives and 4,263 clients, or 69.9 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 26 reported office locations and 20 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Parallel Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DIANE DELUCA GABIANELLI
Chief Financial Officer, President, Principal | Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
DANIEL JONATHAN HASPEL
Managing Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Jennifer Akers
Wealth Strategy Associate
- CRD
- --
Nicky Amore
Wealth Advisor
- CRD
- --
Showing 2 of 90 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,303,921,867 | $2,430,170 |
| Non-Discretionary | $3,623,714 | $1,811,857 |
| Total | $10,307,545,581 | $2,429,879 |
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Separately Managed Accounts
SMA allocation detail is available
Parallel Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Parallel Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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