Austin
Witherill

Parallel Advisors, LLC

CRD#7434491
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Austin Witherill is a financial advisor based out of Scottsdale, Arizona. Witherill currently works for Parallel Advisors, LLC. The advisor has gained experience at Arizona State University, Waste Management, Autus Asset Management, Parallel Advisors, LLC, Scottsdale Unified School District and Highland High School. Witherill has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Arizona. Parallel Advisors, LLC is a company headquartered in San Francisco, CA. The investment advisory business has offices in 10 locations and a total of 91 financial advisors. It has $6 billion in assets among its 12,629 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 12,629 accounts, 32% are held by high-net-worth clients who have more than $1 million in assets available to invest. Parallel Advisors, LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on the financial services provided. Fee types billed by Parallel Advisors, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16435 N Scottsdale Rd
Scottsdale, AZ 85254

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Parallel Advisors, LLC Brokerage Details

Total Assets Under Management

$5,708,131,871

AZ Average: $7,578,581,321
Total Number of Employees

91

AZ Average: 43
Total Number of Accounts

12,629

AZ Average: 3,727
Average Account Size

$451,986

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Austin Witherill Work History

Austin has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Parallel Advisors, LLC

2022 - 2022 (< 1 year)

Scottsdale Unified School District

2021 - 2022 (1 year)

Autus Asset Management

2018 - 2021 (3 years)

Waste Management

2014 - 2018 (4 years)

Arizona State University

2013 - 2014 (1 year)

Highland High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Austin Witherill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Parallel Advisors, LLC

Matthew Clements
San Francisco, CA
Heatherlyn Hyde
San Francisco, CA
Gray Jaggers
San Francisco, CA
Lia Whisler
San Francisco, CA
Spencer Terris
San Francisco, CA
Stephanie Cooper
San Francisco, CA
Austin Witherill
Scottsdale, AZ
Teresa Milner
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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