Parametric Portfolio Associates
Seattle, WA·SEC-registered · CRD #114310
Parametric Portfolio Associates is an SEC-registered investment advisory firm in Seattle, WA managing $685B across 242k client accounts, with 213 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$685B
Client accounts
242k
Advisory staff
213
Fee model
Fee-based
How Parametric Portfolio Associates is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Parametric Portfolio Associates
How much does Parametric Portfolio Associates manage?
Per its most recent SEC Form ADV filing (04/21/2026), Parametric Portfolio Associates reports $685B in regulatory assets under management across roughly 242k client accounts.
How does Parametric Portfolio Associates charge?
Parametric Portfolio Associates is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Parametric Portfolio Associates a fiduciary?
Yes. Parametric Portfolio Associates is registered with the U.S. Securities and Exchange Commission (CRD #114310), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Parametric Portfolio Associates taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Parametric Portfolio Associates and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Seattle, WA
Profile compiled from Parametric Portfolio Associates's public SEC Form ADV filing (CRD #114310, filed 04/21/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Parametric Portfolio Associates. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Parametric Portfolio Associates? Claim this profile.