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FARTHER
Legal name: FARTHER FINANCE ADVISORS, LLC
CRD 302050File 801-116721
APPROVED
Retail clients
Disclosure events
Filing as of Aug 24, 2026
Feed vintage Oct 1, 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.farther.com/
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 275 | 571 | increased by296 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 8,142 | 14,965 | increased by6,823 |
| Apr 1, 2026 | AUM | $7,523,810,877 | $16,010,112,152 | increased by$8,486,301,275 |
| Apr 1, 2026 | Accounts | 24,245 | 44,421 | increased by20,176 |
| Feb 1, 2026 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 6,729 | 8,142 | increased by1,413 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $5,881,146,607 | $7,523,810,877 | increased by$1,642,664,270 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 20,037 | 24,245 | increased by4,208 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 275 | increased by254 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 375 | 6,729 | increased by6,354 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $142,897,678 | $5,881,146,607 | increased by$5,738,248,929 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 812 | 20,037 | increased by19,225 |
| Apr 1, 2022 | Employees | 12 | 21 | increased by9 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FARTHER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FARTHER” may also match similarly-named firms). Confirm identity against each filing.
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.