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About Farther
Farther is a technology-driven wealth management platform redefining how advisors serve clients by seamlessly merging traditional advisory services with advanced technology. Unlike conventional firms with outdated or siloed systems, Farther offers a unified, modern ecosystem that enables advisors to streamline operations, automate daily tasks, and focus more time on client relationships. This approach allows for a full-service wealth management experience that covers portfolio management, tax strategies, estate planning, and alternatives investments, all accessed through a clean and intuitive client interface.
Founded in 2019, Farther aims to empower advisors with the latest tools, including integrated CRM systems, robust reporting, and an extensive alternatives marketplace. Advisors also benefit from Farther’s centralized digital portal, which simplifies administrative burdens while providing clients with an organized, transparent view of their entire financial landscape. Farther’s commitment to high advisor payouts and flexible work arrangements supports a remote-first culture, allowing advisors to build strong, personalized relationships from anywhere.
By prioritizing flexibility and operational efficiency, Farther stands out in an evolving wealth management industry, providing a scalable solution that adapts to clients’ complex and changing needs.
Pricing options
Regulatory filings
Areas of specialty
- Portfolio Management
- Tax Strategies
- Estate Planning
- Retirement Planning
- Philanthropy Planning
- Real Estate Strategies
- Equity Compensation
- Cash Management
- Tuition Planning
- Alternative Investments
More about Farther
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 302050 | 76 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Farther.