FARTHER

Legal name: FARTHER FINANCE ADVISORS, LLC

CRD 302050File 801-116721

APPROVED

Retail clients

Disclosure events

Filing as of Aug 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$16.01B

Top 10% of cohort (national)

Discretionary AUM

$15.99B

Non-discretionary $16.1M

Clients

14,965

44,421 accounts

Employees

571

Top 10% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jul 19, 2019
Principal office: 345 CALIFORNIA STREET, SUITE 600, SAN FRANCISCO, CA, 94104
Phone: 628-246-8004
Website: https://www.linkedin.com/in/garycorderman-wealth-advisor/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $16.01B
Discretionary AUM: $15.99B
Non-discretionary AUM: $16.1M
Discretionary accounts: 44,352
Non-discretionary accounts: 69
Total accounts: 44,421
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	99	$1.30B
Charitable organizations	23	$24.8M
High net worth individuals	3,463	$10.48B
Pension and profit sharing plans	250	$501.8M
Individuals (other than high net worth individuals)	11,130	$3.71B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.