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

4 World Trade Ctr, Ste 2937 New York NY 10007
822 A1A N, Ste 310 Ponte Vedra Beach FL 32082
8085 S Chester St, Ste 250 Englewood CO 80112
818 A1a N, Ste 100 Ponte Vedra FL 32082
8 Wright St, Ste 121 Westport CT 6880
80 Business Park Dr, Ste 209 Armonk NY 10504
8 Wright St, Ste 107 Westport CT 6880
7875 Montgomery Rd, Unit 52 Cincinnati OH 45236
7200 S Alton Way, Ste A-210 Englewood CO 80112
7200 Center St, Ste 306 Mentor OH 44060
7000 N Mo Pac Expy, Ste 200 Austin TX 78731
623 Main St E Ashland WI 54806
6870 Rote Rd, Ste 101 Rockford IL 61107
600 SE Delaware Ave Bartlesville OK 74003
601 Court St Pueblo CO 81003
6050 N Avondale Ave Chicago IL 60631
5760 Commons Park East Syracuse NY 13057
575 Market St, Fl 7 San Francisco CA 94105
5311 S Sycamore Ave, Ste 102 Sioux Falls SD 57108
5545 E John Carpenter Fwy, Ste 1100 Irving TX 75062
5243 Hickory Park Dr, Ste C Glen Allen VA 23059
5425 Wisconsin Ave, Ste 600 Chevy Chase MD 20815
505 SW Washburn Ave Topeka KS 66606
505 Faulconer Dr, Ste 2C Charlottesville VA 22903
4300 Legendary Dr, Unit 226 Destin FL 32541
4B Inverness Ct E, Ste 250 Englewood CO 80112
4300 Legendary Dr, Ste 226 Destin FL 32541
4080 Cavitt Stallman Rd, Ste 200 Granite Bay CA 95746
4040 Civic Center Dr, Ste 200 San Rafael CA 94903
400 Las Colinas Blvd E Irving TX 75039
39899 Balentine Dr, Ste 200 Newark CA 94560
3700 Embassy Pkwy, Ste 570 Akron OH 44333
3610 Buttonwood Dr, Ste 220 Columbia MO 65201
345 California St, Ste 600 San Francisco CA 94104
3330 University Ave, Ste 120 Madison WI 53705
324 W Superior St, Ste 1405 Duluth MN 55802
324 W Superior St Duluth MN 55802
316 Osuna Rd NE, Bldg 2 Albuquerque NM 87107
316 E McLeod Rd, Ste 105 Bellingham WA 98226
3150 S National Ave Springfield MO 65807
31225 La Baya Dr, Ste 214 Thousand Oaks CA 91362
2900 NW Clearwater Dr, Ste 200 Bend OR 97703
2990 E Moore Ave Searcy AR 72143
2937 E Grand Blvd Detroit MI 48202
28411 Northwestern Hwy, Ste 1150 Southfield MI 48034
270 Elmwood Rd N, Ste H160 Marlton NJ 8053
253 Post Rd W Westport CT 6880
2400 Market St, Ste 200 Philadelphia PA 19103
2200 Garden Dr, Ste 200A Mars PA 16046
2323 Hwy 17 S North Myrtle Beach SC 29582
220 Las Colinas Blvd E, Ste 300 Irving TX 75039
2107 Troop Dr, Ste 104 Sartell MN 56377
1266 Furnace Brook Pkwy Quincy MA 2169
2150 3rd St, Ste 6 Saint Paul MN 55110
208 E Chestnut St Corydon IN 47112
2009 Mackenzie Way, Ste 100 Cranberry Township PA 16066
2000 PGA Blvd, Ste 4440 North Palm Beach FL 33408
175 Highland Ave, Ste 304 Needham Heights MA 2494
20 Walnut St, Ste 202 Wellesley Hills MA 2481
2 Venture, Ste 380 Irvine CA 92618
175 Highland Ave Needham Heights MA 2494
1700 Eureka Rd, Ste 155 Roseville CA 95661
1427 Thomas Dr, Ste 14 Cape Girardeau MO 63701
155 B Ave, Ste 100 Lake Oswego OR 97034
1377 Killington Ct Evergreen CO 80439
1375 7th Ave Marion IA 52302
13475 Atlantic Blvd, Ste 8 Jacksonville FL 32225
1160 S Milledge Ave, Ste 210 Athens GA 30605
115 Wilcox St, Ste 220 Castle Rock CO 80104
11 Ewall St Mount Pleasant SC 29464
1040 Schlipf Rd, Ste 125 Katy TX 77493
1041 Westend Dr, Ste 106 Greensboro GA 30642
10570 Dorchester Rd Summerville SC 29485
1025 Alameda De Las Pulgas, Ste 102 Belmont CA 94002
1025 Westhaven Blvd, Ste 250 Franklin TN 37064
102 Lomo Dr Jefferson City MO 65109

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
1

Success

General Overview of Client Experience

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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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AUM Growth

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Technology

Overview

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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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Acquisition Model

Acquisition Type
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Earnout Availability
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Retention Terms
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Share Ongoing Economics
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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
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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