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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-04-2006
- Office Locations
- 35
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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DIANE DELUCA GABIANELLI
Chief Financial Officer, President
- 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 93 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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