DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

David Michael Darby

Fartherindependent RIASan Francisco, Ca IA-onlyIAPD 2782447
Chartered Financial Analyst
Feed of 09/15/2026
At current firm
4 y
since Jan 25, 2022
In the industry
30 y
since Jul 1, 1996 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Managing Director of Investment Strategyreportedfarther.comfirm site, Sep 15, 2026
Designations
CFAreportedfarther.comas printed on the bio page, Sep 16, 2026
Investment committee
“David serves as Chair of the Farther Investment Committee and also advises a select group of clients.”reportedfarther.comthe sentence on the bio page
Years, as the firm states
25reportedfarther.com“With over 25 years of experience working with high-net-worth families, entrepreneurs, and executives, David brings particular expertise in managing multi-asset portfolios of public and private investments.”
Professional profile
farther.com/advisor/david-darbyreportedfarther.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
  • Farther independent RIA current
    since Jan 25, 2022 · Jupiter, Fl
  • Dg Wealth Partners LLC former
    Jun 20, 2017 to Mar 22, 2022 · Palm Beach Gardens, Fl
Moves
a registration end followed by a registration begin elsewhere
Signals
  • David Michael Darby left Dg Wealth Partners Llc for Farther (registered 2022-01-25)
    Mar 22, 2022 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
30derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address