Farther Finance Advisors, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 302050
· SEC file 801-116721
· San Francisco, CA
· www.linkedin.com
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ADV data as of Jul 20, 2026
- Regulatory AUM
- $16.0B
- Discretionary
- $16.0B
- Clients
- 14,965
- Avg AUM / client
- $1.1M
- Accounts
- 44,421
- Employees
- 571
AUM over time
$0
$16.0B
May 2019
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Investments (13F portfolio — 5,986 positions, $12,808,511,302)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Core S&P 500 Etf | ETF | $684,446,781 | 913,970 | 5.34% | 4.28% |
| 2 | Vanguard S&P 500 Etf | ETF | $374,660,609 | 545,605 | 2.93% | 2.34% |
| 3 | Apple Inc Com | Stock | $311,062,348 | 1,075,763 | 2.43% | 1.94% |
| 4 | Nvidia Corporation Com | Stock | $269,036,224 | 1,345,788 | 2.1% | 1.68% |
| 5 | Dimensional International Value Etf | ETF | $254,599,184 | 4,713,116 | 1.99% | 1.59% |
| 6 | Vanguard Ftse Developed Markets Etf | ETF | $250,534,210 | 3,516,435 | 1.96% | 1.56% |
| 7 | Schwab U.S. Large Cap Etf | ETF | $174,792,429 | 5,939,378 | 1.36% | 1.09% |
| 8 | Ishares 0 3 Month Treasury Bond Etf | ETF | $157,202,055 | 1,561,558 | 1.23% | 0.98% |
| 9 | Vanguard Value Etf | ETF | $149,700,579 | 686,893 | 1.17% | 0.94% |
| 10 | Invesco Qqq Trust Series I | ETF | $141,779,298 | 192,548 | 1.11% | 0.89% |
| 11 | Ishares Core Msci Emerging Markets Etf | ETF | $130,855,648 | 1,579,899 | 1.02% | 0.82% |
| 12 | Vanguard Short Term Corporate Bond Etf | ETF | $128,687,473 | 1,628,320 | 1.0% | 0.8% |
| 13 | Microsoft Corp Com | Stock | $128,007,717 | 343,272 | 1.0% | 0.8% |
| 14 | Amazon Com Inc Com | Stock | $126,566,708 | 530,949 | 0.99% | 0.79% |
| 15 | Ishares Core Total Usd Bond Market Etf | ETF | $119,755,973 | 2,594,856 | 0.94% | 0.75% |
| 16 | Ishares Core S&P Small Cap Etf | ETF | $117,549,817 | 792,656 | 0.92% | 0.73% |
| 17 | Ishares 0 5 Year Tips Bond Etf | ETF | $114,266,072 | 1,118,491 | 0.89% | 0.71% |
| 18 | State Street Spdr Portfolio Long Term Treasury Etf | ETF | $109,594,311 | 4,177,217 | 0.86% | 0.68% |
| 19 | Alphabet Inc Cap Stk Cl A | Stock | $109,564,550 | 306,682 | 0.86% | 0.68% |
| 20 | State Street Spdr S&P 500 Etf | ETF | $101,258,765 | 135,693 | 0.79% | 0.63% |
| 21 | Ishares Iboxx Investment Grade Corporate Bond Etf | ETF | $99,593,671 | 913,046 | 0.78% | 0.62% |
| 22 | Alphabet Inc Cap Stk Cl C | Stock | $93,568,832 | 264,851 | 0.73% | 0.58% |
| 23 | Avantis U.S. Small Cap Value Etf | ETF | $78,568,968 | 629,767 | 0.61% | 0.49% |
| 24 | Avantis Emerging Markets Equity Etf | ETF | $77,083,698 | 799,019 | 0.6% | 0.48% |
| 25 | Oreilly Automotive Inc Com | Stock | $72,629,797 | 788,763 | 0.57% | 0.45% |
Top 25 of 5,986 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11,130 | $3.7B | 23.1% |
| High net worth individuals | 3,463 | $10.5B | 65.5% |
| Pension and profit sharing plans | 250 | $502M | 3.13% |
| Charitable organizations | 23 | $24.8M | 0.16% |
| Corporations and other businesses | 99 | $1.3B | 8.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Waveny Life Care Network 403(b) Plan Waveny Care Center | 2024 | |
| Blur Studio Inc 401(k) Plan Blur Studio Inc | 2024 | |
| Makino 401(k) Savings Plan Makino, Inc. | 2024 | |
| Rbr Management Llc 401(k) Profit Sharing Plan & Trust Rbr Management Llc | 2024 | |
| The Tsg Pep Pentegra Retirement Services | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (323)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Taylor Matthews | Managing Member | Apr 2019 (7y) | Less than 5% | |
| Genser, Bradley, Philip | Founder | Jun 2019 (7y) | Less than 5% | |
| Christopher Cother Powers | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Roy Charles Satterthwaite | Registered representative | Sep 2020 (6y) | ||
| Bryan C Dalessandro | Registered representative | May 2021 (5y) | ||
| Ryan David Koenig | Registered representative | May 2021 (5y) | ||
| Daniel Robert Gilham | Registered representative | CFP | Sep 2021 (5y) | |
| Robert William Casale | Registered representative | Sep 2021 (5y) | ||
| Robert Joseph Kelly | Registered representative | CFA | Dec 2021 (5y) | |
| David Michael Darby | Registered representative | CFA | Jan 2022 (5y) | |
| Jordan Harry Soclof | Registered representative | Feb 2022 (4y) | ||
| Parker James O'sullivan | Registered representative | Feb 2022 (4y) | ||
| Raymond Gin | Registered representative | Apr 2022 (4y) | ||
| Frank Lynn Baldwin | Registered representative | CFP Chartered Financial Consultant | May 2022 (4y) | |
| William Frank Woodruff | Registered representative | Jul 2022 (4y) | ||
| Brie Anne Valant | Registered representative | Jul 2022 (4y) | ||
| Margie Campbell Carpenter | Registered representative | CFP | Jul 2022 (4y) | |
| Michael Chun Lee | Registered representative | Sep 2022 (4y) | ||
| John C Paolini | Registered representative | Oct 2022 (4y) | ||
| Richard Keith Sauls | Registered representative | CFA | Oct 2022 (4y) | |
| Andrew Hall | Registered representative | CFP | Nov 2022 (4y) | |
| Steven Mark Boblis | Registered representative | Nov 2022 (4y) | ||
| Michael James Whitmore | Registered representative | Jan 2023 (4y) | ||
| Christian Pierce | Registered representative | Feb 2023 (3y) | ||
| Christine Renee Thibodeaux | Registered representative | CFP | Mar 2023 (3y) | |
| James Matthew Bauman | Registered representative | CFP | Mar 2023 (3y) | |
| Sameer Syed Sarmast | Registered representative | Mar 2023 (3y) | ||
| Kevin Jamali | Registered representative | Mar 2023 (3y) | ||
| Darren N Ting | Registered representative | Apr 2023 (3y) | ||
| William Fraser Gilmore | Registered representative | Apr 2023 (3y) | ||
| Ryan Scott Mallow | Registered representative | Jun 2023 (3y) | ||
| Yuliya Brown | Registered representative | CFP | Jun 2023 (3y) | |
| Eric Michael Farr | Registered representative | Aug 2023 (3y) | ||
| Erik Jens Larsen | Registered representative | Aug 2023 (3y) | ||
| Rod Joseph Russell | Registered representative | Aug 2023 (3y) | ||
| Janet Kohrmann | Registered representative | CFP | Sep 2023 (3y) | |
| Gary Lee Corderman | Registered representative | Sep 2023 (3y) | ||
| Eleanor Wilson Ray | Registered representative | Oct 2023 (3y) | ||
| Robert Styles Davenport | Registered representative | Oct 2023 (3y) | ||
| Jeffrey Hawkins | Registered representative | Oct 2023 (3y) | ||
| Jeffery Kernodle | Registered representative | Oct 2023 (3y) | ||
| Jonathan A Doshier | Registered representative | Oct 2023 (3y) | ||
| Jonathon Lamb | Registered representative | Oct 2023 (3y) | ||
| Mitchell Dean Simkins | Registered representative | Nov 2023 (3y) | ||
| Anthony William Price | Registered representative | Jan 2024 (3y) | ||
| Chad Michael Rishel | Registered representative | CFP | Jan 2024 (3y) | |
| Terence Edward Gallagher | Registered representative | Feb 2024 (2y) | ||
| Daniel Paul Kellar | Registered representative | Apr 2024 (2y) | ||
| Jacqueline Laura Klauberg | Registered representative | CFP | Apr 2024 (2y) | |
| Jonathon D Mason | Registered representative | Apr 2024 (2y) | ||
| Christopher James Tarkowski | Registered representative | CFP | Apr 2024 (2y) | |
| Rian Dana Waterman | Registered representative | Apr 2024 (2y) | ||
| Daniel Herrera | Registered representative | Apr 2024 (2y) | ||
| Mario Battistini | Registered representative | CFA | Apr 2024 (2y) | |
| Aaron Phillip Sheklin | Registered representative | Apr 2024 (2y) | ||
| Edward Garfield Jenkins | Registered representative | May 2024 (2y) | ||
| Thomas Hanna | Registered representative | CFA | May 2024 (2y) | |
| Jonathan Andrew Fauver | Registered representative | CFP | May 2024 (2y) | |
| Nathan Leroy Bosek | Registered representative | CFP | May 2024 (2y) | |
| Louis Blyth Llanes | Registered representative | CFA | May 2024 (2y) | |
| Anthony Michael Thomas | Registered representative | May 2024 (2y) | ||
| Brian Patrick Fleming | Registered representative | Chartered Financial Consultant | Jun 2024 (2y) | |
| Michael Lee Hudson | Registered representative | Jun 2024 (2y) | ||
| Amanda Rochelle Wihebrink | Registered representative | Jun 2024 (2y) | ||
| Hugues Gaston Rivard | Registered representative | CFP | Jun 2024 (2y) | |
| Jeremy David Levinn | Registered representative | CFP | Jun 2024 (2y) | |
| Joseph Chuo Ju Kuo | Registered representative | CFP | Jun 2024 (2y) | |
| Olga Leka Raykhelson | Registered representative | CFP | Jun 2024 (2y) | |
| Mollie Sebak | Registered representative | CFP | Jun 2024 (2y) | |
| Nathan William Dean Brown | Registered representative | CFP Chartered Financial Consultant | Jul 2024 (2y) | |
| Cole Matthew Fleming | Registered representative | Jul 2024 (2y) | ||
| Lewis D Baker | Registered representative | CFP | Jul 2024 (2y) | |
| Brett Justin Tushingham | Registered representative | CFP | Jul 2024 (2y) | |
| James Philip Funk | Registered representative | CFP | Aug 2024 (2y) | |
| Michael Leviel Smith | Registered representative | Aug 2024 (2y) | ||
| Leonard Scott Sanford | Registered representative | CFP Chartered Financial Consultant | Sep 2024 (2y) | |
| Roger Lawrence Pierce | Registered representative | Sep 2024 (2y) | ||
| Sherri Lyn Gilligan | Registered representative | Sep 2024 (2y) | ||
| Mitzie Yvonne Wilson | Registered representative | CFP | Oct 2024 (2y) | |
| Jared Dean Rand | Registered representative | Oct 2024 (2y) | ||
| Timothy James Mcneely | Registered representative | CFP | Oct 2024 (2y) | |
| Herbert Dwayne Kyles | Registered representative | CFP | Nov 2024 (2y) | |
| Anthony Rutherford Danaher | Registered representative | Nov 2024 (2y) | ||
| Alan Lloyd Ford | Registered representative | Nov 2024 (2y) | ||
| Alex Seth Paul | Registered representative | CFA | Nov 2024 (2y) | |
| George Carpenter Timson | Registered representative | Dec 2024 (2y) | ||
| John Wendland Handy | Registered representative | Dec 2024 (2y) | ||
| Steven Carl Schoenberger | Registered representative | CFP | Dec 2024 (2y) | |
| David Sheldon Coles | Registered representative | Dec 2024 (2y) | ||
| Mark Angelo Manetti | Registered representative | CFP | Dec 2024 (2y) | |
| Michael James Orzel | Registered representative | Dec 2024 (2y) | ||
| David Scott Coles | Registered representative | Chartered Financial Consultant | Dec 2024 (2y) | |
| Bobbie Isabelle Torres | Registered representative | Jan 2025 (2y) | ||
| James Nelson Bradshaw | Registered representative | Jan 2025 (2y) | ||
| Vishal Nmn Saluja | Registered representative | Jan 2025 (2y) | ||
| Andrea L Batey | Registered representative | Jan 2025 (2y) | ||
| Carolyn Massie Hoffman | Registered representative | Jan 2025 (2y) | ||
| Barry David Bigelow | Registered representative | Jan 2025 (2y) | ||
| Jonathan Craig Timson | Registered representative | Jan 2025 (2y) | ||
| Jacob Anton Barr | Registered representative | CFP | Jan 2025 (2y) | |
| Myles Caleb Jackson | Registered representative | Jan 2025 (2y) | ||
| Michael Scott Lynch | Registered representative | Jan 2025 (2y) | ||
| Douglas Eugene Lindsey | Registered representative | CFP | Jan 2025 (2y) | |
| John Emerson Carey | Registered representative | Jan 2025 (2y) | ||
| Phillip Back Weinstein | Registered representative | Jan 2025 (2y) | ||
| Kevin Peter Roche | Registered representative | CFP | Jan 2025 (2y) | |
| Manbir Singh Chohan | Registered representative | CFP | Jan 2025 (2y) | |
| Christopher Jay Veneto | Registered representative | Jan 2025 (2y) | ||
| Sam Austin Schwartz | Registered representative | CFP | Feb 2025 (1y) | |
| Spiridoula Courouklis | Registered representative | Feb 2025 (1y) | ||
| William Charles Hullinger | Registered representative | CFP | Feb 2025 (1y) | |
| Joshua Richard Volgarino | Registered representative | CFP | Feb 2025 (1y) | |
| Bradley B Sim | Registered representative | Feb 2025 (1y) | ||
| Jon Derieck Hodges | Registered representative | CFP | Feb 2025 (1y) | |
| Sam Charles Wilkerson | Registered representative | CFP | Mar 2025 (1y) | |
| Derek Anthony Eckert | Registered representative | CFP | Mar 2025 (1y) | |
| Timothy Allen Bohnett | Registered representative | Mar 2025 (1y) | ||
| Amanda Tucker | Registered representative | Mar 2025 (1y) | ||
| Michael Brendan Flatley | Registered representative | Mar 2025 (1y) | ||
| Caroline Zortman | Registered representative | Mar 2025 (1y) | ||
| Joseph Mayone | Registered representative | CFP | Mar 2025 (1y) | |
| Jennifer Ma Rechenbach | Registered representative | Apr 2025 (1y) | ||
| Jeffrey Steven Becker | Registered representative | CFA | Apr 2025 (1y) | |
| Bradley Robert Scoular | Registered representative | Apr 2025 (1y) | ||
| Lauren M Winberg | Registered representative | Apr 2025 (1y) | ||
| Kirk A Matenaer | Registered representative | CFP | Apr 2025 (1y) | |
| Merissa Ann Benitez Jackson | Registered representative | Apr 2025 (1y) | ||
| William Stark Mcneer | Registered representative | CFP | Apr 2025 (1y) | |
| Matthew Howard Remis | Registered representative | May 2025 (1y) | ||
| Andrew Keith Hendricks | Registered representative | CFP | May 2025 (1y) | |
| Benjamin Earl Tegel | Registered representative | May 2025 (1y) | ||
| Joseph Anthony Palumbo | Registered representative | May 2025 (1y) | ||
| David Neil Le Mond | Registered representative | May 2025 (1y) | ||
| Matthew Anthony Alfonzetti | Registered representative | May 2025 (1y) | ||
| Stacey Dee Kirkpatrick | Registered representative | CFP | May 2025 (1y) | |
| Trevor Michael Conlon | Registered representative | May 2025 (1y) | ||
| Vinit Madan | Registered representative | May 2025 (1y) | ||
| Zachary Cole Etoch | Registered representative | Jun 2025 (1y) | ||
| Richard Sun | Registered representative | Jun 2025 (1y) | ||
| Kirk John Barrett | Registered representative | CFP | Jun 2025 (1y) | |
| Brad Lee Reichert | Registered representative | CFP Chartered Financial Consultant CFA | Jun 2025 (1y) | |
| Eric A Michalski | Registered representative | CFP | Jun 2025 (1y) | |
| Robert Walter John Campbell | Registered representative | CFP | Jun 2025 (1y) | |
| Todd Kitzens | Registered representative | Jun 2025 (1y) | ||
| Joshua Aaron Wilcoxson | Registered representative | CFP | Jun 2025 (1y) | |
| Martha Jeanne Wilcoxson | Registered representative | CFP | Jun 2025 (1y) | |
| Craig Edward Stearns | Registered representative | CFP | Jun 2025 (1y) | |
| Craig Harold Sullivan | Registered representative | Jul 2025 (1y) | ||
| Jensen Reagan Weynands | Registered representative | Jul 2025 (1y) | ||
| Kevin Hoegler | Registered representative | CFP | Jul 2025 (1y) | |
| Arthur E Creel | Registered representative | Jul 2025 (1y) | ||
| Robert John Fuest | Registered representative | Jul 2025 (1y) | ||
| Robert Brent Smith | Registered representative | Jul 2025 (1y) | ||
| Thor Christopher Gould | Registered representative | Jul 2025 (1y) | ||
| Ryan Adam Huard | Registered representative | CFP | Jul 2025 (1y) | |
| Joseph David Casselman | Registered representative | Chartered Financial Consultant | Jul 2025 (1y) | |
| Beverly Montague Holley | Registered representative | Aug 2025 (1y) | ||
| Martin Gerard Gaughan | Registered representative | CFP | Aug 2025 (1y) | |
| Benjamin Don Coakley | Registered representative | CFP | Aug 2025 (1y) | |
| Matthew Scott Coakley | Registered representative | CFP | Aug 2025 (1y) | |
| Robert Franklin Hart | Registered representative | Aug 2025 (1y) | ||
| Andrea Morgan Stackland Winterer | Registered representative | CFP | Aug 2025 (1y) | |
| Coleman A Zwanzig | Registered representative | Aug 2025 (1y) | ||
| Joshua Charles Dvorak | Registered representative | CFP | Aug 2025 (1y) | |
| Joseph Trent Byerly | Registered representative | Aug 2025 (1y) | ||
| Brian Deen Lahue | Registered representative | CFP | Aug 2025 (1y) | |
| Douglas White | Registered representative | Aug 2025 (1y) | ||
| Jesse Ruda | Registered representative | Aug 2025 (1y) | ||
| Eric Kemna | Registered representative | Aug 2025 (1y) | ||
| David Ryan Pagels | Registered representative | Aug 2025 (1y) | ||
| William Joseph Zaika | Registered representative | CFP | Sep 2025 (1y) | |
| William T. Zaika | Registered representative | CFP | Sep 2025 (1y) | |
| Michael Todd Link | Registered representative | Sep 2025 (1y) | ||
| Douglas Wayne Rodgers | Registered representative | Sep 2025 (1y) | ||
| Michael Craig Mink | Registered representative | Sep 2025 (1y) | ||
| Joel Robert Van Hofwegen | Registered representative | CFP | Sep 2025 (1y) | |
| Ashley Nicole Woods | Registered representative | Sep 2025 (1y) | ||
| Casey Anderson Jordan | Registered representative | Sep 2025 (1y) | ||
| Jonathan Gregory Tull | Registered representative | CFA | Sep 2025 (1y) | |
| Benjamin Porras | Registered representative | CFA | Sep 2025 (1y) | |
| Brian William Doe | Registered representative | CFP | Oct 2025 (1y) | |
| Kerrie Jeanne Debbs | Registered representative | CFP | Oct 2025 (1y) | |
| Jay Soon Chang | Registered representative | Oct 2025 (1y) | ||
| David Harvey Graham | Registered representative | Oct 2025 (1y) | ||
| Joseph Ryerson Coulson | Registered representative | Oct 2025 (1y) | ||
| Walter Franklin Megonigal | Registered representative | Oct 2025 (1y) | ||
| Jesse Rendell Blom | Registered representative | CFP | Oct 2025 (1y) | |
| Ka Lai Ma | Registered representative | CFP | Oct 2025 (1y) | |
| Adam Mitchell Headley | Registered representative | Oct 2025 (1y) | ||
| Allison Ferrentino Dunlap | Registered representative | Oct 2025 (1y) | ||
| Dino Andre Giovannone | Registered representative | Oct 2025 (1y) | ||
| Jeffrey Corcoran Glenn | Registered representative | CFP | Oct 2025 (1y) | |
| Nicole Marie Dray | Registered representative | CFP | Oct 2025 (1y) | |
| Joel A Estes | Registered representative | CFP | Oct 2025 (1y) | |
| Elizabeth Kate Waters | Registered representative | CFP | Oct 2025 (1y) | |
| James Joseph Walsh | Registered representative | Nov 2025 (1y) | ||
| Harvey Elwood Hutchinson | Registered representative | Nov 2025 (1y) | ||
| Cara Hedden | Registered representative | CFP | Nov 2025 (1y) | |
| Maxwell Marc Zwain | Registered representative | Nov 2025 (1y) | ||
| Arlie Wilson Green | Registered representative | Nov 2025 (1y) | ||
| Zachery Paul Boskovich | Registered representative | CFP | Dec 2025 (1y) | |
| Devin James Harrigan | Registered representative | CFP | Dec 2025 (1y) | |
| John Stockdale Marshall | Registered representative | CFP CFA | Dec 2025 (1y) | |
| William Allen Hansen | Registered representative | CFP | Dec 2025 (1y) | |
| Barbara Ellen Dugan | Registered representative | Dec 2025 (1y) | ||
| John Mcqueen Hawley | Registered representative | CFA | Dec 2025 (1y) | |
| James William Thompson | Registered representative | CFP CFA | Dec 2025 (1y) | |
| Dennis Williams | Registered representative | Dec 2025 (1y) | ||
| Herbert Roldan Flores | Registered representative | CFP | Dec 2025 (1y) | |
| Scott Eric Brockman | Registered representative | Dec 2025 (1y) | ||
| Philip Charles Kreznor | Registered representative | CFP | Dec 2025 (1y) | |
| Dina A. Metry | Registered representative | CFP | Dec 2025 (1y) | |
| Eric Thomas Watson | Registered representative | Dec 2025 (1y) | ||
| Timothy James Nanson | Registered representative | CFP | Dec 2025 (1y) | |
| Courtney Margaret Font | Registered representative | CFP | Dec 2025 (1y) | |
| Ember Ellis Martin | Registered representative | CFP | Dec 2025 (1y) | |
| David Joseph Tarantino | Registered representative | Dec 2025 (1y) | ||
| Michael Sean Butler | Registered representative | Dec 2025 (1y) | ||
| Casey James Bear | Registered representative | CFP | Jan 2026 (1y) | |
| Jon L Aldrich | Registered representative | CFP | Jan 2026 (1y) | |
| Keith Shigeru. Furuya | Registered representative | Jan 2026 (1y) | ||
| M Thomas Pablo | Registered representative | CFP | Jan 2026 (1y) | |
| Magdalena Doemeny | Registered representative | CFP | Jan 2026 (1y) | |
| Michael David De Santis | Registered representative | CFP | Jan 2026 (1y) | |
| Stuart Shaun Choy | Registered representative | Jan 2026 (1y) | ||
| Sutanto Sudiro Widjaja | Registered representative | Jan 2026 (1y) | ||
| Taylor Lloyd | Registered representative | Jan 2026 (1y) | ||
| Todd Sensing | Registered representative | CFP CFA | Jan 2026 (1y) | |
| Nicholas Paul Pantle | Registered representative | CFP | Jan 2026 (1y) | |
| Tyler Andrew Morris | Registered representative | Jan 2026 (1y) | ||
| Christopher Joseph Masso | Registered representative | Jan 2026 (1y) | ||
| Christopher Hilton Douglas | Registered representative | Jan 2026 (1y) | ||
| Lauren Melin Moone | Registered representative | CFP CFA | Jan 2026 (1y) | |
| Thomas E Gray | Registered representative | CFP CFA | Jan 2026 (1y) | |
| Zinaida Kumok | Registered representative | Jan 2026 (1y) | ||
| Jonathan David Leidy | Registered representative | CFP CFA | Jan 2026 (1y) | |
| Michael Andrew Domingo | Registered representative | CFP | Jan 2026 (1y) | |
| Charles Joseph Sullivan | Registered representative | CFP | Jan 2026 (1y) | |
| Stephen Jeffrey Hazel | Registered representative | CFP | Jan 2026 (1y) | |
| Taylor Boone Hodges | Registered representative | CFP | Jan 2026 (1y) | |
| Victoria Hall | Registered representative | Jan 2026 (1y) | ||
| Alison Moscoffian | Registered representative | Jan 2026 (1y) | ||
| Beata Dragovics | Registered representative | CFP | Jan 2026 (1y) | |
| James Samuel Cartright | Registered representative | Jan 2026 (1y) | ||
| Justin Rose | Registered representative | Jan 2026 (1y) | ||
| Hunter Shaughnessy | Registered representative | Jan 2026 (1y) | ||
| John Martin Torrence | Registered representative | Jan 2026 (1y) | ||
| Jonathan Allen Lore | Registered representative | Jan 2026 (1y) | ||
| Evor Charles Vattuone | Registered representative | CFP | Jan 2026 (1y) | |
| Jonathan Dunn Cracraft | Registered representative | Jan 2026 (1y) | ||
| David Pierre Plaisance | Registered representative | Jan 2026 (1y) | ||
| Joe Edgar Young | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Lloyd Shigeto Yamada | Registered representative | CFP | Jan 2026 (1y) | |
| Dennis John Mykytyn | Registered representative | Jan 2026 (1y) | ||
| Brad Lewis Heaps | Registered representative | CFP | Feb 2026 (0y) | |
| Corey Thomas Creel | Registered representative | CFP Chartered Financial Consultant | Feb 2026 (0y) | |
| Lance Ivan Lehman | Registered representative | CFP | Mar 2026 (0y) | |
| Jaclyn Clair Marshall | Registered representative | Mar 2026 (0y) | ||
| Michael Agee Parrott | Registered representative | CFP | Mar 2026 (0y) | |
| Matt Gregg Addington | Registered representative | CFP | Mar 2026 (0y) | |
| Devin Charles Satterthwaite | Registered representative | Mar 2026 (0y) | ||
| Jeffrey Lee Schlotterbeck | Registered representative | CFP | Mar 2026 (0y) | |
| Andrew Evan Karasyk | Registered representative | CFP | Mar 2026 (0y) | |
| Christopher Ryan Thomas | Registered representative | CFP | Mar 2026 (0y) | |
| Joseph Francis Curtin | Registered representative | Mar 2026 (0y) | ||
| Corey Charles Golden | Registered representative | CFP | Mar 2026 (0y) | |
| Patrick Charles Golden | Registered representative | Mar 2026 (0y) | ||
| Alan Joseph Gappinger | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| Benjamin Louis Seidenstein | Registered representative | CFA | Apr 2026 (0y) | |
| Eric C Fischer | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) | |
| Kirby A Houchin | Registered representative | CFP | Apr 2026 (0y) | |
| Samuel Brennan Lingo | Registered representative | Apr 2026 (0y) | ||
| David Joseph Bromeier | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) | |
| Grant Michael Sylvester | Registered representative | Apr 2026 (0y) | ||
| Nathanial Allen Chapel | Registered representative | Apr 2026 (0y) | ||
| Ryan Christopher Gappinger | Registered representative | Apr 2026 (0y) | ||
| Scott M. Svoboda | Registered representative | Apr 2026 (0y) | ||
| Theodore Gerard Perry | Registered representative | CFP | Apr 2026 (0y) | |
| Steven Arthur Goldbloom | Registered representative | Apr 2026 (0y) | ||
| Manav Bhatia | Registered representative | Apr 2026 (0y) | ||
| Eric Robert Williams | Registered representative | Apr 2026 (0y) | ||
| Dalton Bradley Atchison | Registered representative | CFP | Apr 2026 (0y) | |
| Austin Chandler Presley | Registered representative | Apr 2026 (0y) | ||
| Ian Lyman Fink | Registered representative | Apr 2026 (0y) | ||
| Leonard Christenson | Registered representative | Apr 2026 (0y) | ||
| Yury Dzhishkariani | Registered representative | May 2026 (0y) | ||
| Cheryl Annette Green | Registered representative | May 2026 (0y) | ||
| Jeffrey Keith Presley | Registered representative | May 2026 (0y) | ||
| Morgan Faye Barnhill | Registered representative | May 2026 (0y) | ||
| Joshua Becker | Registered representative | May 2026 (0y) | ||
| Kenneth Wayne Green | Registered representative | CFP | May 2026 (0y) | |
| Michael Edward Daudelin | Registered representative | May 2026 (0y) | ||
| Carl August Friedrich | Registered representative | CFP CFA | May 2026 (0y) | |
| Sarah Rose Villalobos | Registered representative | May 2026 (0y) | ||
| Melissa Alice Fradenburg | Registered representative | Jun 2026 (0y) | ||
| Andrea P Gray | Registered representative | Jun 2026 (0y) | ||
| Abigail Michael Evans | Registered representative | Jun 2026 (0y) | ||
| David Michael Eldridge | Registered representative | Jun 2026 (0y) | ||
| William Henry Platt | Registered representative | CFP | Jun 2026 (0y) | |
| Brayden James Little | Registered representative | CFP | Jun 2026 (0y) | |
| Robert Michael Olsen | Registered representative | Jun 2026 (0y) | ||
| Raul Peter Berina | Registered representative | Jun 2026 (0y) | ||
| Bryan David Sitzer | Registered representative | Jun 2026 (0y) | ||
| Muhammed Mosa Kaleel | Registered representative | Chartered Financial Consultant | Jun 2026 (0y) | |
| Norman Henry Levesque | Registered representative | Jun 2026 (0y) | ||
| Sean Alan Hussey | Registered representative | Jun 2026 (0y) | ||
| William Robert Todd | Registered representative | Jun 2026 (0y) | ||
| Philip John Cawley | Registered representative | Jun 2026 (0y) | ||
| Laura Smith Alspaugh | Registered representative | CFA | Jun 2026 (0y) | |
| Sean Seung Lee | Registered representative | Jun 2026 (0y) | ||
| Zachary James Staggs | Registered representative | Jun 2026 (0y) | ||
| Harry Marc Krigman | Registered representative | Jun 2026 (0y) | ||
| Charles Cleveland Thomas | Registered representative | CFP | Jun 2026 (0y) | |
| Christopher Cooper Young | Registered representative | Jul 2026 (0y) | ||
| Jason Edward Brown | Registered representative | CFP | Jul 2026 (0y) | |
| Kaden James Walsh | Registered representative | CFP | Jul 2026 (0y) | |
| Anthony Charles Larosa | Registered representative | CFP | Jul 2026 (0y) | |
| Joseph Charles Perkins | Registered representative | Jul 2026 (0y) | ||
| Matthew David Hearn | Registered representative | CFP Chartered Financial Consultant | Jul 2026 (0y) | |
| Peter A. Sullivan | Registered representative | CFP | Jul 2026 (0y) | |
| Raymond Hugh Wilcox | Registered representative | Jul 2026 (0y) | ||
| William Barron Amburn | Registered representative | Jul 2026 (0y) | ||
| Todd Nichols Lebor | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Farther Finance, Inc. | Owner | Apr 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Waveny Life Care Network 403(b) Plan | Waveny Care Center | 449 | $17.9M | 01/01/2024 |
| Blur Studio Inc 401(k) Plan | Blur Studio Inc | 86 | $13.5M | 01/01/2024 |
| Makino 401(k) Savings Plan | Makino, Inc. | 538 | $133M | 01/01/2024 |
| Rbr Management Llc 401(k) Profit Sharing Plan & Trust | Rbr Management Llc | 563 | $5.5M | 01/01/2024 |
| The Tsg Pep | Pentegra Retirement Services | 624 | $19.0M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.28 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 03/30/2026 | 1.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $8.7B (54% of AUM) Jul 2026
- National Financial Services (Fidelity) $5.6B (35% of AUM) Jul 2026
- Pershing $218M (10% of AUM) Dec 2024
- Apex Clearing $113M (10% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗