SAN FRANCISCO, CACRD 302050Latest ADV March 30, 2026
Farther is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $16.0B in regulatory assets under management, 571 employees, 30 offices, and 44,421 accounts.
Assets Under Management
$16.0B
Employees
571
Offices
30 offices
Total Clients
14,965
Primary office
SAN FRANCISCO, CA
345 CALIFORNIA STREET, SUITE 600, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.4% of total clients.
Top client categories% of clientsClients
1
Individuals
74.4%
11,130
2
HNWI
23.1%
3,463
3
Pension Plans
1.7%
250
4
Corporations
0.7%
99
5
Charitable
0.2%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16.0Bas of March 30, 2026
Discretionary99.9%
$16.0B
100% of total RAUM99.9%
Non-discretionary0.1%
$16M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$16.0B
Total Accounts44,421
10Y AUM Change+$16.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees571
Clients per Employee26:1
10Y Employee Change+570 (+57000.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.