ria
Parallel Advisors
SAN FRANCISCO, CA
CRD: 140800
In PWD coverage since August 14, 2026 · 1 story
$10.3BRegulatory AUMSEC Form ADV · Aug 21
137EmployeesForm ADV
-16Talent net · 12 months1 in · 17 out
Regulatory AUM · Aug 15 – Aug 21
Talent flow · 12 monthsOn the wire →
Net -16 · 1 arrivals · 17 departures
Advisor
Aug 16 · advisor move
Kyle Caouette
Apr 16 · team liftout
Arrivals
Advisor
Aug 20
Departures
Advisor
Aug 22 · destination pending
Advisor
Aug 22 · destination pending
Advisor
Aug 22 · destination pending
Advisor
Aug 22 · destination pending
Advisor
Aug 21 · destination pending
Advisor
Aug 21 · destination pending
PWD coverage
Family Office
Integrated Partners Hires Team, Debuts SIGIL Family Office
A $25bn RIA has launched a virtual family office for ultra-rich business owners and families.