SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Farther
San Francisco, CA
Farther Finance Advisors, LLC, CRD 302050
Firm filing updated August 24, 2026 ·
- $16BAssets
- 14,965Clients
- 252Advisory staff
- 44,421Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals11,130
- High net worth individuals3,463
- Pension and profit sharing plans250
- Corporations or other businesses99
- Charities23
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 11,130 | $3.7 billion |
| High net worth individuals | 3,463 | $10.5 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 250 | $501.8 million |
| Charitable organizations | 23 | $24.8 million |
| Corporations or other businesses not listed above | 99 | $1.3 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Publication of periodicals or newsletters
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Assets and accounts
- Regulatory assets$16.0 billion
- Accounts44,421
- Discretionary$16.0 billion · 44,352 accounts
- Non-discretionary$16.1 million · 69 accounts
People
- Employees571
- Advisory staff252
- Broker-dealer reps0
- Licensed insurance agents128
- Planning clients1,500
Advisors
209 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Farther Finance Advisors, LLC SEC-registered investment advisor. CRD 302050, SEC file 801-116721.
- Registered with the SEC as an investment advisor (status date on record: July 19, 2019).
Is Farther a fiduciary?
Short answer: Farther is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
128 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.