Farther - Investment Advisers

About Farther

Farther Finance Advisors is an investment adviser headquartered in San Francisco, California, managing $16.01B in regulatory assets with a team of 571 employees. Founded in 2008 by investment professionals from major financial institutions, the firm was established to provide an alternative approach to wealth management and client service. The company emphasizes building personal relationships with clients, developing tailored financial strategies, and offering straightforward, candid advice across its portfolio management and financial planning services. The firm assesses compatibility with prospective clients before establishing relationships, reflecting its belief that not every client represents a suitable fit. Rather than operating under sales-driven compensation structures, the company focuses on matching individuals with appropriate solutions and managing portfolios in a disciplined, thoughtful manner. This approach distinguishes Farther among investment advisers in California, reflecting the founders' commitment to personalized service and transparent guidance.

Key Facts

Assets Under Management

$16.01B

Employees

571

SEC File Number

801-116721