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Farther

San Francisco, CA
Website:
https://www.farther.com/
San Francisco, CA
Website:
https://www.farther.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$5,881,146,607
Fee model
Hybrid Flexible
Number of employees
225
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.

Locations

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Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Qualified / Non Qualified Plans
Retirement / Income Planning

Recent News

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Acquisitions

Number of Acqusitions

Success

General Overview of Client Experience

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Match confidence
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
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AUM Growth

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Data Currently Unavailable

Technology

Overview

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Match confidence
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
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Acquisition Model

Acquisition Type
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Data Room

Investment Management
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Match confidence
N/a
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Farther's Ideal Partner

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Hybrid Flexible
Pershing
Schwab
Full Acquisition
Financial Planning
Portfolio Management
Estate Planning
Qualified / Non Qualified Plans
Retirement / Income Planning