{
  "crd_number": 302050,
  "slug": "farther-san-francisco-ca-302050",
  "primary_business_name": "FARTHER",
  "legal_name": "FARTHER FINANCE ADVISORS, LLC",
  "dbas": [
    "C.H. DOUGLAS & GRAY WEALTH MANAGEMENT",
    "CROOKED TREE CAPITAL ADVISORS",
    "FORTRESS WEALTH MANAGEMENT, INC.",
    "GUILD INVESTMENT MANAGEMENT",
    "MTP PRIVATE WEALTH",
    "NORTH SISTER WEALTH",
    "PLEASANT STREET WEALTH",
    "SIGNALPOINT ASSET MANAGEMENT"
  ],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-07-19",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": 16010112152.0,
  "raum_discretionary": 15994013819.0,
  "raum_non_discretionary": 16098333.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 571,
  "advisory_employees": 252,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 24825059.0,
      "count": 23
    },
    "individuals": {
      "raum": 3705949607.0,
      "count": 11130
    },
    "pension_profit_sharing": {
      "raum": 501822931.0,
      "count": 250
    },
    "high_net_worth_individuals": {
      "raum": 10481260950.0,
      "count": 3463
    },
    "corporations_other_businesses": {
      "raum": 1296253605.0,
      "count": 99
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/fartherfinance",
    "https://farther.com",
    "https://guildinvestment.com",
    "https://instagram.com/fartherfinance",
    "https://linkedin.com/company/fartherfinance",
    "https://linkedin.com/in/andrea-stackland-winterer-41ab59389",
    "https://linkedin.com/in/anthonydanaher",
    "https://linkedin.com/in/barry-bigelow-02815132",
    "https://linkedin.com/in/benjamintegel",
    "https://linkedin.com/in/beyondfinancialplanning",
    "https://linkedin.com/in/brian-fleming-chfc-clu-aif-08162218",
    "https://linkedin.com/in/chris-tarkowski-cfp%C2%AE-a62b5062",
    "https://linkedin.com/in/davidscoles",
    "https://linkedin.com/in/derieckhodges",
    "https://linkedin.com/in/doug-lindsey-065b7427",
    "https://linkedin.com/in/garycorderman-wealth-advisor",
    "https://linkedin.com/in/jlevinn",
    "https://linkedin.com/in/jon-timson",
    "https://linkedin.com/in/jonaldrich",
    "https://linkedin.com/in/lynchfinancialadvisors",
    "https://linkedin.com/in/mark-manetti-4a32b7a6",
    "https://linkedin.com/in/matthew-coakley-22636396",
    "https://linkedin.com/in/michael-chun-lee",
    "https://linkedin.com/in/mitch-simkins-6666a110",
    "https://linkedin.com/in/robertdavenport7",
    "https://linkedin.com/in/ryan-mallow-4aa6a7271",
    "https://linkedin.com/in/samcwilkerson",
    "https://linkedin.com/in/scottsanford",
    "https://linkedin.com/in/taylornissi",
    "https://linkedin.com/in/torrence",
    "https://linkedin.com/in/will-hullinger-cfp-0690a54",
    "https://pleasantstreetwealth.com",
    "https://reddit.com/r/FartherFinance",
    "https://signalpointinvest.com",
    "https://x.com/fartherfinance",
    "https://youtube.com/channel/UC-lq9vF1gwNQlRvdkTDah5w"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/302050",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/farther-san-francisco-ca-302050",
  "display_name": "Farther",
  "summary": "Farther is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 24, 2026.",
  "citation": "AdvisorCensus. Farther (CRD 302050): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Farther compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Farther reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Farther located?",
      "a": "Farther's principal office is in San Francisco, CA, according to its Form ADV; the September 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Farther registered with the SEC or a state?",
      "a": "Farther is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 302050."
    },
    {
      "q": "How much does Farther manage?",
      "a": "Farther reports $16,010,112,152 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Farther's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Farther: Regulatory assets under management: $19,523,989 in the October 2021 data and $16,010,112,152 in the October 2026 data, up 81902%. Total employees: 12 in October 2021 and 571 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Farther serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11,130); high net worth individuals (3,463); pension and profit sharing plans (but not the plan participants or government pension plans) (250)."
    },
    {
      "q": "Which custodians does Farther use?",
      "a": "Farther's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Farther report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/302050"
    },
    {
      "q": "What changed in Farther's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 19523989.0,
      "total_employees": 12,
      "filing_date": "2021-08-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 142897678.0,
      "total_employees": 21,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 675735981.0,
      "total_employees": 78,
      "filing_date": "2023-06-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2181821779.0,
      "total_employees": 154,
      "filing_date": "2024-08-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7523810877.0,
      "total_employees": 275,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 16010112152.0,
      "total_employees": 571,
      "filing_date": "2026-08-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added the business name MTP Private Wealth.",
        "No longer lists the business name Masso Torrence Wealth Management Inc..",
        "Changed its office addresses in New York, NY.",
        "Added an office in Philadelphia, PA.",
        "Added an office in Ponte Vedra, FL.",
        "No longer lists an office in Irving, TX.",
        "No longer lists an office in Lake Oswego, OR.",
        "No longer lists an office in Los Angeles, CA.",
        "No longer lists an office in Madison, WI.",
        "No longer lists an office in Medfield, MA.",
        "No longer lists an office in Reno, NV.",
        "No longer lists an office in San Francisco, CA.",
        "No longer lists an office in Sandy, UT.",
        "No longer lists an office in Southlake, TX.",
        "No longer lists an office in Tampa, FL.",
        "No longer lists an office in Westport, CT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $7,523,810,877 to $16,010,112,152 (+113%).",
        "Employees performing advisory functions went from 250 to 252.",
        "Added the business name C.H. Douglas & Gray Wealth Management.",
        "No longer lists the business name Bellingham Capital Management.",
        "No longer lists the business name Onesource Wealth Management Powered by Farther.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Added the business name Fortress Wealth Management, Inc..",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added the business name Crooked Tree Capital Advisors."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Added the business name Bellingham Capital Management.",
        "Added the business name North Sister Wealth."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Item 11 disclosure answers changed: 2 yes answers, previously 1 (now yes: 11.D(4))."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added the business name Masso Torrence Wealth Management Inc..",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/farther-san-francisco-ca-302050.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11130,
      "fewer_than_5": false,
      "raum": 3705949607.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3463,
      "fewer_than_5": false,
      "raum": 10481260950.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 250,
      "fewer_than_5": false,
      "raum": 501822931.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 23,
      "fewer_than_5": false,
      "raum": 24825059.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 99,
      "fewer_than_5": false,
      "raum": 1296253605.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/302050",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}