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FARTHER
FARTHER FINANCE ADVISORS, LLC
CRD 302050 · SEC 801-116721
345 CALIFORNIA STREET, SUITE 600, SAN FRANCISCO, CA, 94104, United States
Phone
628-246-8004
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$16.01B
Discretionary AUM
$15.99B
Team
571 total employees; 252 advisory reps; 450 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11130 | $3.71B |
| High net worth individuals | 3463 | $10.48B |
| Pension/profit sharing plans | 250 | $501.8M |
| Charitable organizations | 23 | $24.8M |
| Corporations/business entities | 99 | $1.30B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.youtube.com/channel/UC-lq9vF1gwNQlRvdkTDah5w
- https://www.guildinvestment.com
- https://www.pleasantstreetwealth.com
- https://www.signalpointinvest.com
- https://X.com/fartherfinance
- https://www.farther.com/
- https://www.instagram.com/fartherfinance/
- https://reddit.com/r/FartherFinance/
- https://www.linkedin.com/company/fartherfinance
- https://facebook.com/fartherfinance
- https://www.linkedin.com/in/lynchfinancialadvisors/
- https://www.linkedin.com/in/beyondfinancialplanning/
- https://www.linkedin.com/in/michael-chun-lee
- https://www.linkedin.com/in/jon-timson/
- https://www.linkedin.com/in/jlevinn/
- https://www.linkedin.com/in/garycorderman-wealth-advisor/
- https://www.linkedin.com/in/robertdavenport7/
- https://www.linkedin.com/in/ryan-mallow-4aa6a7271/
- https://www.linkedin.com/in/derieckhodges/
- https://www.linkedin.com/in/barry-bigelow-02815132
- https://www.linkedin.com/in/samcwilkerson/
- https://www.linkedin.com/in/mark-manetti-4a32b7a6
- https://www.linkedin.com/in/davidscoles/
- https://www.linkedin.com/in/andrea-stackland-winterer-41ab59389/
- https://linkedin.com/in/anthonydanaher/
- https://www.linkedin.com/in/benjamintegel
- https://www.linkedin.com/in/scottsanford/
- https://www.linkedin.com/in/mitch-simkins-6666a110/
- https://www.linkedin.com/in/taylornissi/
- https://www.linkedin.com/in/jonaldrich/
- https://www.linkedin.com/in/torrence/
- https://www.linkedin.com/in/chris-tarkowski-cfp%C2%AE-a62b5062/
- https://www.linkedin.com/in/doug-lindsey-065b7427
- https://www.linkedin.com/in/brian-fleming-chfc-clu-aif-08162218
- https://www.linkedin.com/in/will-hullinger-cfp-0690a54/
- https://www.linkedin.com/in/matthew-coakley-22636396/
- https://www.linkedin.com/in/lynchfinancialadvisors/
Official SEC filing: View on IAPD