Parnassus Investments, LLC
San Francisco, CA·SEC-registered · CRD #316904
Parnassus Investments, LLC is an SEC-registered investment advisory firm in San Francisco, CA managing $41B across 30 client accounts, with 28 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$41B
Client accounts
30
Advisory staff
28
Fee model
Fee-only
How Parnassus Investments, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Parnassus Investments, LLC
How much does Parnassus Investments, LLC manage?
Per its most recent SEC Form ADV filing (03/12/2026), Parnassus Investments, LLC reports $41B in regulatory assets under management across roughly 30 client accounts.
How does Parnassus Investments, LLC charge?
Parnassus Investments, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Parnassus Investments, LLC a fiduciary?
Yes. Parnassus Investments, LLC is registered with the U.S. Securities and Exchange Commission (CRD #316904), 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 Parnassus Investments, LLC 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 Parnassus Investments, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Parnassus Investments, LLC's public SEC Form ADV filing (CRD #316904, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Parnassus Investments, LLC. 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 Parnassus Investments, LLC? Claim this profile.