Investment adviser · CRD 302050
FARTHER
Investment adviser filing (IA)
FARTHER FINANCE ADVISORS, LLC
SAN FRANCISCO, CA, United States · Form ADV filed Aug 24, 2026
- Regulatory AUM
- $16B Form ADV · Item 5.F
- Client accounts
- 44,421 Accounts, not individual clients
- Employees
- 571 Reported in this filing
- Advisory professionals
- 252 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 3,463 | $10,481,260,950 | 65.5% |
| Individuals | 11,130 | $3,705,949,607 | 23.1% |
| Corporations & businesses | 99 | $1,296,253,605 | 8.1% |
| Retirement plans | 250 | $501,822,931 | 3.1% |
| Charities | 23 | $24,825,059 | 0.2% |
Filing source
Form ADV 2127688 · Aug 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
345 CALIFORNIA STREET, SUITE 600SAN FRANCISCO, CA, 94104, United States
CRD 302050
Filing source
Form ADV 2127688 · Aug 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.