Farther

Website:
https://www.farther.com/
Website:
https://www.farther.com/
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Buyer Profile Statistics

Total Page Views
1,100
-12,8%
Number of interested sellers
75
-12,8%
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Company Details

Approximate AUM
$5,881,146,607
Fee model
Hybrid Flexible
Capital Source
Number of completed Acquisitions
Custodians
Pershing
Schwab
Description

Farther stands out from other Registered Investment Advisors (RIAs) by prioritizing technology as the foundation of its business model. Unlike traditional firms, Farther began with a vision to build a more efficient, technology-driven infrastructure for operations, administration, and trading. The goal was clear: to provide its team with tools that would enable them to work more efficiently, ultimately giving advisors more time to focus on what they do best—building and nurturing client relationships. This efficiency also allows the firm to pass on more revenue to its advisors without compromising financial stability. Launched in 2020, amidst the challenges of the pandemic, Farther was built on a strong technological backbone developed over the course of a year of intense coding and innovation. Since its inception, the company has sharpened its technological edge, cultivated a cohesive firm culture, and continuously enhanced its support platform. Today, Farther has grown into a thriving team of 150 advisors and 80 support staff, collectively managing over $5 billion in assets and expanding at an impressive 5x year-over-year growth rate.

Retail market position
Investment program

Locations

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Match confidence
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video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!

Farther's Ideal Partner

Company Videos

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video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

Acquisition Model

Acquisition Structure
Equity offered
Earn out offered
Deal Terms
Post Acquisition sharing of growth incentives
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

Mandatory Points of Alignment

Brand Adoption
Centralized Operations
Financial decision making
Client Experience
Client Service Model
Investment management autonomy
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

Advisor Value Proposition

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Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

AUM Growth

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Recent News

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Awards and Industry Recognition

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N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Company Share Price history
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Employee Benefits
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Technology Stack
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Compliance Overview
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