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.

SEC-registered adviser

Farther

Independent wealth managerSan Francisco, CaliforniaCRD 302050SEC 801-116721website IAPD

Legal name Farther Finance Advisors, LLC

Latest filing Aug 24, 2026

First filing on the tape May 1, 2019 · 53 filings

SEC status approved since Jul 19, 2019

RAUM

$16B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

89%

$14B individuals and HNW

Advisors

327

registered through the firm on IAPD

RAUM per advisor

$49.0M

derived; firm RAUM over IAPD count

Employees

571

252 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

53 filings and snapshots on the tape

RAUM$16B as of Aug 24, 2026

Mar 30, 2020$0 then

HNW client RAUM$10B as of Aug 24, 2026

Mar 30, 2021$7.7M then

State-registered IARs (5.B.3)277 as of Aug 24, 2026

Mar 30, 20202 then

Employees (5.A)571 as of Aug 24, 2026

Mar 30, 20202 then

Private funds: no history

RAUM +172% over the last fiscal year+187% a year over threeIARs 151 to 277offices 30 to 7

Practice profile

derived from the filing of Aug 24, 2026; every figure names its basis

Archetypes, each a printed rule

Consolidator · three or more firms absorbed (half or more of their registered advisors moved to this adviser within 14 days) in 24 months
HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: $49.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 45derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.0MderivedHNW RAUM over HNW clients
Average account: $360,418derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 3.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.7derivedItem 5.A over advisors
Advisors per office: 40.9derived8 offices incl. principal (1.F.5)
RAUM growth, one year: +172%derivedbetween the last two annual amendments
Advisor growth, one year: +83%derivedItem 5.B.3 between annual amendments
Client growth, one year: +119%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consulting, publicationsreportedItem 5.G
Financial planning clients: 1,500reportedItem 5.H
Wrap fee program: $16BreportedItem 5.I
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months: 9derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$10B65%
Individuals$3.7B23%
Corporations and businesses$1.3B8.1%
Pension and profit-sharing plans$502M3.1%
Charitable organizations$24.8M0.2%

Individual clients: 11,130reported
HNW clients: 3,463reported
Pension plan clients: 250reported
Charitable clients: 23reported
Accounts: 44,421reported
Financial planning clients: 1,500reported
Wrap fee programs: $0 sponsored, $0 managedreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.89 fund_share=0.0 institutional_share=0.03 related_bd=true related_bank=false bd_reps=0.0derived

Advisors registered through the firm

313 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Roy Charles Satterthwaite	Laguna Beach, Ca	Sep 8, 2020	10 y	0
Carl August FriedrichCertified Financial Planner, Chartered Financial Analyst	Upper Brookville, Ny	Apr 15, 2021	31 y	1
Bryan C Dalessandro	New York, Ny	May 11, 2021	18 y	3
Joseph Taylor Matthews	San Francisco, Ca	May 13, 2021	14 y	1
Ryan David Koenig	San Francisco, Ca	May 19, 2021	14 y	2
Daniel Robert GilhamCertified Financial Planner	Atlantic Beach, Fl	Sep 10, 2021	18 y	2
Robert William Casale	Lincoln Park, Nj	Sep 20, 2021	14 y	4
Robert Joseph KellyChartered Financial Analyst	San Francisco, Ca	Dec 3, 2021	12 y	1
David Michael DarbyChartered Financial Analyst	San Francisco, Ca	Jan 25, 2022	30 y	1
Jordan Harry Soclof	Woodmere, Ny	Feb 12, 2022	9 y	1
Parker James O'Sullivan	Moraga, Ca	Feb 25, 2022	14 y	4
Raymond Gin	San Francisco, Ca	Apr 18, 2022	10 y	3
Frank Lynn BaldwinCertified Financial Planner, Chartered Financial Consultant	Pocatello, Id	May 17, 2022	26 y	2
William Frank Woodruff	San Francisco, Ca	Jul 18, 2022	22 y	6
Brie Anne Valant	San Francisco, Ca	Jul 20, 2022	11 y	0
Margie Campbell CarpenterCertified Financial Planner	San Francisco, Ca	Jul 21, 2022	28 y	2
Michael Chun Lee	San Leandro, Ca	Sep 12, 2022	13 y	4
John C Paolini	San Francisco, Ca	Oct 10, 2022	12 y	0
Richard Keith SaulsChartered Financial Analyst	Isle Of Palms, Sc	Oct 26, 2022	26 y	3
Andrew HallCertified Financial Planner	Salinas, Ca	Nov 8, 2022	18 y	3
Steven Mark Boblis	Roseburg, Or	Nov 21, 2022	28 y	4
Michael James Whitmore	Englewood, Co	Jan 10, 2023	17 y	2
Christian Pierce	San Francisco, Ca	Feb 23, 2023	12 y	3
Christine Renee ThibodeauxCertified Financial Planner	San Francisco, Ca	Mar 6, 2023	12 y	0
James Matthew BaumanCertified Financial Planner	Spokane Valley, Wa	Mar 10, 2023	13 y	1
Sameer Syed Sarmast	San Francisco, Ca	Mar 13, 2023	21 y	3
Kevin Jamali	San Francisco, Ca	Mar 20, 2023	30 y	0
Darren N Ting	San Francisco, Ca	Apr 14, 2023	11 y	2
William Fraser Gilmore	Sacramento, Ca	Apr 18, 2023	18 y	1
Ryan Scott Mallow	Ponte Vedra, Fl	Jun 12, 2023	32 y	3
Yuliya BrownCertified Financial Planner	San Diego, Ca	Jun 24, 2023	11 y	2
Eric Michael Farr	Charleston, Sc	Aug 25, 2023	13 y	1
Erik Jens Larsen	Sedona, Az	Aug 30, 2023	21 y	4
Rod Joseph Russell	Crystal Lake, Il	Aug 30, 2023	15 y	0
Janet KohrmannCertified Financial Planner	Santee, Ca	Sep 22, 2023	26 y	3
Gary Lee Corderman	Seal Beach, Ca	Sep 25, 2023	29 y	2
Eleanor Wilson Ray	San Francisco, Ca	Oct 2, 2023	19 y	2
Robert Styles Davenport	Setauket, Ny	Oct 8, 2023	32 y	4
Jeffrey Hawkins	Bend, Or	Oct 13, 2023	27 y	2
Jonathon Lamb	San Francisco, Ca	Oct 20, 2023	15 y	3

All 313 advisors at Farther

Advisor movement

22 left, 132 joined in 12 months

net +110 in 12 months4 left in 90 days20 joined in 90 daysdeparture rate 6.7% of current headcount47 left over 36 months

Left, latest

Brian Deen Lahue to Rfg Advisory, LLC
Jul 20, 2026 · RIA to RIA
Taylor Alexander Nissi to Integrated Wealth Concepts LLC
Jul 2, 2026 · RIA to RIA
John Dustin Sloan III to Bellingham Capital
Jun 30, 2026 · RIA to RIA
Daniel R Carlson to Verdara Ppp LLC
Jun 30, 2026 · RIA to a newly registered adviser
Emad Syed Pervez to Jaffe Tilchin Investment Partners, LLC
Jun 11, 2026 · RIA to RIA
Syed Mohammed Ali Farooq to Jaffe Tilchin Investment Partners, LLC
Jun 11, 2026 · RIA to RIA
Jason Hyrum Taylor to Ep Wealth Advisors
Jun 1, 2026 · RIA to RIA
Peter Conrad Holmquist to MML Investors Services, LLC
Jun 1, 2026 · RIA to affiliated broker-dealer or bank
Richard Lee Bartholomew to Wealthcare Advisory Partners LLC
May 13, 2026 · RIA to affiliated broker-dealer or bank
Ryan Randy Roloff to Cwm, LLC
Apr 30, 2026 · RIA to affiliated broker-dealer or bank
Katherine A Fibiger to Savvy
Apr 30, 2026 · RIA to RIA
Brock Kelson Alvord to Tanara Wealth Management LLC
Apr 2, 2026 · RIA to a newly registered adviser
Ronald William Manning to Manning Financial Advisors
Feb 25, 2026 · RIA to a state-registered adviser
Paul Alexander Austin to Mainstay Capital Management, LLC
Feb 24, 2026 · RIA to RIA
Silas Marley Hill to Rwa Wealth Partners
Jan 26, 2026 · RIA to RIA

Joined, latest

Marc Campbell from Five Oceans Advisors
Sep 10, 2026 · RIA to RIA
Christopher Cother Powers from Parallel Advisors, LLC
Sep 8, 2026 · Other
Sutanto Sudiro Widjaja from Indico Capital LLC
Aug 24, 2026 · Other
Paul E Salvetti from Lvw Advisors, LLC
Aug 20, 2026 · RIA to RIA
Jon L Aldrich from Focus Financial Advisors
Aug 12, 2026 · RIA to RIA
Craig M Sarembock from Bartlett & Co. Wealth Management LLC
Aug 10, 2026 · RIA to RIA
Mark David Phillips from Clearview Wealth Management
Aug 10, 2026 · RIA to RIA
Joseph Charles Perkins from Cannon Wealth Management Services
Jul 29, 2026 · RIA to RIA
Nicole Marie Dray from Mckinley Carter Wealth Services, Inc.
Jul 17, 2026 · RIA to RIA
William Barron Amburn from Cannon Wealth Management Services
Jul 13, 2026 · RIA to RIA
Peter A. Sullivan from Strategic Advisers LLC
Jul 13, 2026 · Affiliated broker-dealer or bank to independent RIA
Raymond Hugh Wilcox from Cannon Wealth Management Services
Jul 13, 2026 · RIA to RIA
Matthew David Hearn from Cannon Wealth Management Services
Jul 13, 2026 · RIA to RIA
Jason Edward Brown from Fisher Investments
Jul 6, 2026 · RIA to RIA
Christopher Cooper Young from Meridian Investment Counsel, Inc.
Jul 1, 2026 · RIA to RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for Commonwealth Financial Network
Oct 10, 2025 · Brentwood, Ca
4 left for Savvy
Dec 17, 2024 · San Francisco, Ca
2 left for Savvy
Dec 17, 2024 · Reno, Nv

3 joined from First Investment Corporation
Aug 31, 2026 · Bartlesville, Ok · Firm absorbed
2 joined from Hfg Advisors
Aug 31, 2026 · Greenwood Village, Co
3 joined from Mountain Peak Wealth Advisors, LLC
Aug 20, 2026 · Fort Wayne, In · Firm absorbed
4 joined from Cannon Wealth Management Services
Jul 22, 2026 · Winston Salem, Nc · Firm absorbed
2 joined from Hollencrest Capital Management
Jul 17, 2026 · Newport Beach, Ca
5 joined from Wealthshield Partners, LLC
Jul 1, 2026 · Portland, Me
2 joined from Kaleel Investment Advisors, LLC
Jun 30, 2026 · Boston, Ma
7 joined from Ch Douglas & Gray Wealth Management
Apr 9, 2026 · Indianapolis, In · Firm absorbed

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Philip Bradley Genser · Chief Technology Officercontrol
since 06/2019 · owns less than 5%
Taylor Joseph Matthews · Managing Membercontrol
since 04/2019 · owns less than 5%
Cother Christopher Powers · Chief Compliance Officercontrol
since 01/2020 · owns less than 5%
Philip Bradley Genser · Foundercontrol
since 06/2019 · owns F of Farther Finance, Inc.
Taylor Joseph Matthews · Chief Executive Officercontrol
since 04/2019 · owns F of Farther Finance, Inc.
Arthur John Barragan · Executive In Residence - Client Experience & Operations
since 07/2026 · owns less than 5%
Allen Timothy Bohnett · Managing Director, Ria
since 03/2026 · owns less than 5%
Deangelo Jacolby Crow · Cx Team Lead
since 09/2025 · owns less than 5%
Leonardo Daniel Cuevas · Senior Manager, Client Transitions
since 06/2026 · owns less than 5%
C Bryan Dalessandro · Managing Director, Ria
since 03/2026 · owns less than 5%
Vaccaro Olivia Fournier · Head Of Client Services
since 09/2025 · owns less than 5%
Nmn Regina Gonzales · Senior Manager, Client Experience
since 02/2026 · owns less than 5%
Christopher Thor Gould · Managing Director, Ria
since 03/2026 · owns less than 5%
Addison Lindsey Harmon · Director, Advisor Experience
since 06/2026 · owns less than 5%
Michelle Lindsey Hill · Cx Team Lead
since 09/2025 · owns less than 5%
Jeffery Kernodle · Managing Director, Ria
since 03/2026 · owns less than 5%
David Kilin · Cfo
since 02/2024 · owns less than 5%
Nicole Stephanie Kobty · Client Transitions
since 06/2026 · owns less than 5%
Christine Demi Martin · Senior Compliance Associate
since 02/2026 · owns less than 5%
Seth Alex Paul · Director, Advisor Investment Strategy
since 09/2024 · owns less than 5%
Landon Michael Stratton · Client Operations Lead
since 10/2025 · owns less than 5%

Entity owners

Farther Finance, Inc. · Owner
direct · owns 75% or more

Related persons

Schedule D 7.A

Farther Asset Management, LLC
investment adviserreal estateyRAUM $2.9B
Farther Insurance Group, LLC
real estaten

Advisers that list Farther as a related person

325807 n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
San Francisco, Ca · principal	327	156	15
Indianapolis, In	8	8	0
New York, Ny	6	3	0
Springfield, Mo	5	0	0
Boston, Ma	5	5	0
Englewood, Co	5	0	0
Portland, Me	5	5	0
Bartlesville, Ok	5	3	0
Greenwood Village, Co	4	4	0
Austin, Tx	4	0	0
Dallas, Tx	4	0	0
Wilmington, Nc	4	2	0
Irvine, Ca	4	1	0
San Rafael, Ca	3	1	0
Duluth, Mn	3	1	0
Fort Wayne, In	3	3	0
Bend, Or	3	2	0
Petoskey, Mi	3	3	0
Irving, Tx	3	0	1
Jacksonville, Fl	3	2	0

All 60 offices

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 10 since 2015, 9 in 24 monthsderived
Advisors acquired: 36derived
Still registered after 90 days: 88% of 26derived
After 180 days: 77% of 13derived
After 365 days: 57% of 7derived
After 730 days: 0.0% of 3derived
Team lift-outs after: 2derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

New York, NY10 employees
Reno, NV4 employees
Lake Oswego, OR3 employees
Southlake, TX2 employees
Medfield, MA1 employees
Sandy, UT1 employees
, 1 employees

ADV anomalies

6 against comparable advisers; where to look, not conclusions

account count surgeChange between filings · filing Mar 30, 2026
accounts (Item 5.F.2.f) moved from 20,037.0 to 44,421.0 (+122.0%) between the annual amendments of 2025-03-29 and 2026-03-30; the peer median change was +8.0% (253 comparable advisers, 97.0th percentile of changes)
peers: independent wealth managers, $5B to $20B (253) · 97% percentile
advisor count surgeChange between filings · filing Mar 30, 2026
advisory representatives (Item 5.B.3) moved from 151.0 to 277.0 (+83.0%) between the annual amendments of 2025-03-29 and 2026-03-30; the peer median change was +6.0% (220 comparable advisers, 96.0th percentile of changes)
peers: independent wealth managers, $5B to $20B (220) · 96% percentile
client count surgeChange between filings · filing Mar 30, 2026
individual and HNW clients (Item 5.D) moved from 6,654.0 to 14,593.0 (+119.0%) between the annual amendments of 2025-03-29 and 2026-03-30; the peer median change was +6.0% (224 comparable advisers, 98.0th percentile of changes)
peers: independent wealth managers, $5B to $20B (224) · 98% percentile
employee count surgeChange between filings · filing Mar 30, 2026
employees (Item 5.A) moved from 275.0 to 571.0 (+108.0%) between the annual amendments of 2025-03-29 and 2026-03-30; the peer median change was +5.0% (264 comparable advisers, 99.0th percentile of changes)
peers: independent wealth managers, $5B to $20B (264) · 99% percentile
HNW share shiftChange between filings · filing Mar 30, 2026
HNW share of RAUM moved from 26.0% to 65.0% between the annual amendments of 2025-03-29 and 2026-03-30
peers: independent wealth managers, $5B to $20B (289)
RAUM up 50 %Change between filings · filing Mar 30, 2026
RAUM (Item 5.F) moved from $5,881,146,607 to $16,010,112,152 (+172.0%) between the annual amendments of 2025-03-29 and 2026-03-30; the peer median change was +18.0% (271 comparable advisers, 98.0th percentile of changes)
peers: independent wealth managers, $5B to $20B (271) · 98% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Other offices · 30 to 7
Mar 30, 2026 to Jul 20, 2026
Accounts · 24,245 to 44,421
Feb 27, 2026 to Mar 30, 2026
Advisory employees · 250 to 252
Feb 27, 2026 to Mar 30, 2026
Charity clients · unset to 23.0
Feb 27, 2026 to Mar 30, 2026
Corporate clients · unset to 99.0
Feb 27, 2026 to Mar 30, 2026
HNW clients · 2,594 to 3,463
Feb 27, 2026 to Mar 30, 2026
Individual clients · 5,457 to 11,130
Feb 27, 2026 to Mar 30, 2026
Pension plan clients · 91 to 250
Feb 27, 2026 to Mar 30, 2026
Employees · 275 to 571
Feb 27, 2026 to Mar 30, 2026
Insurance-licensed employees · 15 to 6
Feb 27, 2026 to Mar 30, 2026
State-registered IARs · 151 to 277
Feb 27, 2026 to Mar 30, 2026
Discretionary RAUM · $7.1B to $16B
Feb 27, 2026 to Mar 30, 2026
HNW RAUM · $2.0B to $10B
Feb 27, 2026 to Mar 30, 2026
Individual RAUM · $5.1B to $3.7B
Feb 27, 2026 to Mar 30, 2026
Non-discretionary RAUM · $411M to $16.1M
Feb 27, 2026 to Mar 30, 2026
Pension RAUM · $411M to $502M
Feb 27, 2026 to Mar 30, 2026
RAUM · $7.5B to $16B
Feb 27, 2026 to Mar 30, 2026
Related broker-dealer · false to true
Feb 27, 2026 to Mar 30, 2026
Accounts · 20,037 to 24,245
May 8, 2025 to Jul 22, 2025
HNW clients · 2,144 to 2,594
May 8, 2025 to Jul 22, 2025
Individual clients · 4,510 to 5,457
May 8, 2025 to Jul 22, 2025
Pension plan clients · 75 to 91
May 8, 2025 to Jul 22, 2025
Financial planning clients · 26-50 to More than 500
May 8, 2025 to Jul 22, 2025
Discretionary RAUM · $5.5B to $7.1B
May 8, 2025 to Jul 22, 2025
HNW RAUM · $1.5B to $2.0B
May 8, 2025 to Jul 22, 2025
Individual RAUM · $4.0B to $5.1B
May 8, 2025 to Jul 22, 2025
Non-discretionary RAUM · $351M to $411M
May 8, 2025 to Jul 22, 2025
Pension RAUM · $351M to $411M
May 8, 2025 to Jul 22, 2025
RAUM · $5.9B to $7.5B
May 8, 2025 to Jul 22, 2025
Accounts · 5,112 to 20,037
Dec 24, 2024 to Mar 29, 2025
Advisory employees · 76 to 250
Dec 24, 2024 to Mar 29, 2025
HNW clients · 328 to 2,144
Dec 24, 2024 to Mar 29, 2025
Individual clients · 2,242 to 4,510
Dec 24, 2024 to Mar 29, 2025
Pension plan clients · 29 to 75
Dec 24, 2024 to Mar 29, 2025
Employees · 154 to 275
Dec 24, 2024 to Mar 29, 2025
Insurance-licensed employees · 0 to 15
Dec 24, 2024 to Mar 29, 2025
Financial planning clients · More than 500 to 26-50
Dec 24, 2024 to Mar 29, 2025
State-registered IARs · 76 to 151
Dec 24, 2024 to Mar 29, 2025
Other offices · 25 to 30
Dec 24, 2024 to Mar 29, 2025
Discretionary RAUM · $2.2B to $5.5B
Dec 24, 2024 to Mar 29, 2025

Signals

60 dated events

2 advisors left Hfg Advisors (Greenwood Village, CO) for Farther on the same day
Aug 31, 2026 · Team lift-out · derived
First Investment Corporation's advisors moved to Farther (Bartlesville, OK): 3 of 3 registered, on the same day
Aug 31, 2026 · Firm absorbed (people side) · derived
Mountain Peak Wealth Advisors, LLC's advisors moved to Farther (Fort Wayne, IN): 3 of 3 registered, on the same day
Aug 20, 2026 · Firm absorbed (people side) · derived
Cannon Wealth Management Services's advisors moved to Farther (Winston Salem, NC): 4 of 4 registered, on the same day
Jul 22, 2026 · Firm absorbed (people side) · derived
Brian Deen Lahue left Farther for Rfg Advisory, Llc (registered 2026-07-16)
Jul 20, 2026 · Advisor changed firm · fact
Farther reported 7 offices beyond its principal office, down from 30 (2026-03-30 to 2026-07-20)
Jul 20, 2026 · Office count change · derived
2 advisors left Hollencrest Capital Management (Newport Beach, CA) for Farther on the same day
Jul 17, 2026 · Team lift-out · derived
Taylor Alexander Nissi left Farther for Integrated Wealth Concepts Llc (registered 2026-07-01)
Jul 2, 2026 · Advisor changed firm · fact
5 advisors left Wealthshield Partners, LLC (Portland, ME) for Farther on the same day
Jul 1, 2026 · Team lift-out · derived
Daniel R Carlson left Farther for Verdara Ppp Llc (registered 2026-07-20)
Jun 30, 2026 · Advisor changed firm · fact
John Dustin Sloan Iii left Farther for Bellingham Capital (registered 2026-06-22)
Jun 30, 2026 · Advisor changed firm · fact
2 advisors left Kaleel Investment Advisors, LLC (Boston, MA) for Farther on the same day
Jun 30, 2026 · Team lift-out · derived
Emad Syed Pervez left Farther for Jaffe Tilchin Investment Partners, Llc (registered 2026-06-17)
Jun 11, 2026 · Advisor changed firm · fact
Syed Mohammed Ali Farooq left Farther for Jaffe Tilchin Investment Partners, Llc (registered 2026-06-10)
Jun 11, 2026 · Advisor changed firm · fact
Jason Hyrum Taylor left Farther for Ep Wealth Advisors (registered 2026-06-03)
Jun 1, 2026 · Advisor changed firm · fact
Peter Conrad Holmquist left Farther for Mml Investors Services, Llc (registered 2026-06-18)
Jun 1, 2026 · Advisor changed firm · fact
Lucille C Dobson no longer registered at Farther; no later IA registration on IAPD
Jun 1, 2026 · Advisor departure · fact
Richard Lee Bartholomew left Farther for Wealthcare Advisory Partners Llc (registered 2026-04-27)
May 13, 2026 · Advisor changed firm · fact
Katherine A Fibiger left Farther for Savvy (registered 2026-04-23)
Apr 30, 2026 · Advisor changed firm · fact
Ryan Randy Roloff left Farther for Cwm, Llc (registered 2026-04-27)
Apr 30, 2026 · Advisor changed firm · fact
CH Douglas & Gray Wealth Management's advisors moved to Farther (Indianapolis, IN): 7 of 7 registered, on the same day
Apr 9, 2026 · Firm absorbed (people side) · derived
Brock Kelson Alvord left Farther for Tanara Wealth Management Llc (registered 2026-04-09)
Apr 2, 2026 · Advisor changed firm · fact
2 advisors left Zermatt Wealth Partners (Wilmington, NC) for Farther on the same day
Apr 2, 2026 · Team lift-out · derived
2 advisors left Royal Fund Management, LLC (Lady Lake, FL) for Farther on the same day
Apr 2, 2026 · Team lift-out · derived
Waypoint Strategic Advisors's advisors moved to Farther (Summerville, SC): 4 of 4 registered, on the same day
Mar 31, 2026 · Firm absorbed (people side) · derived
2 advisors left Value Wealth Management LLC (West Des Moines, IA) for Farther on the same day
Mar 31, 2026 · Team lift-out · derived
Farther reported 277 state-registered advisory representatives, up from 151 (2026-02-27 to 2026-03-30)
Mar 30, 2026 · Advisor headcount change · derived
Farther reported RAUM $16.0B, up 113% from $7.5B (2026-02-27 to 2026-03-30)
Mar 30, 2026 · RAUM change · derived
Golden Wealth Management's advisors moved to Farther (Wilkesbarre, PA): 3 of 3 registered, on the same day
Mar 27, 2026 · Firm absorbed (people side) · derived
Eric Geoffrey Petersen no longer registered at Farther; no later IA registration on IAPD
Mar 23, 2026 · Advisor departure · fact

Across DFX

shared identifiers only, never a name match

Farther · Private Equity
shared crd · intermediary

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/fartherfinancereportedpublic record, Form ADV, Sep 17, 2026
Website: farther.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 628-246-8004reportedpublic record, Form ADV, Aug 24, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $49.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026