FARTHER FINANCE ADVISORS, LLC
Legal name: FARTHER
CRD #302050 SEC #801-116721 SAN FRANCISCO, CA 628-246-8004
SEC Registered
Total AUM
$7.5B
Discretionary
$7.1B
Employees
275
Clients
--
Accounts
24,245
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Dec 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Nov 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Oct 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Oct 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Oct 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Oct 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Sep 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Aug 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Aug 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Jul 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Jul 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| Jul 2025 | $7.5B | $7.1B | $410.9M | 275 | 50 |
| May 2025 | $5.9B | $5.5B | $350.9M | 275 | 50 |
| Mar 2025 | $5.9B | $5.5B | $350.9M | 275 | 50 |
| Mar 2025 | $5.9B | $5.5B | $350.9M | 275 | 50 |
| Dec 2024 | $2.2B | $2.2B | $0 | 154 | 27 |
| Aug 2024 | $2.2B | $2.2B | $0 | 154 | 27 |
| Apr 2024 | $2.2B | $2.2B | $0 | 154 | 27 |
| Mar 2024 | $2.2B | $2.2B | $0 | 154 | 27 |
| Jan 2024 | $1.1B | $1.1B | $0 | 92 | 13 |
| Nov 2023 | $1.1B | $1.1B | $0 | 92 | 13 |
| Oct 2023 | $675.7M | $675.7M | $0 | 78 | 13 |
| Jun 2023 | $675.7M | $675.7M | $0 | 78 | 13 |
| Apr 2023 | $675.7M | $675.7M | $0 | 78 | 13 |
| Mar 2023 | $675.7M | $675.7M | $0 | 78 | 13 |
| Jan 2023 | $142.9M | $142.9M | $0 | 21 | 0 |
| Jan 2023 | $142.9M | $142.9M | $0 | 21 | 0 |
| Oct 2022 | $142.9M | $142.9M | $0 | 21 | 0 |
| Oct 2022 | $142.9M | $142.9M | $0 | 21 | 0 |
| Sep 2022 | $142.9M | $142.9M | $0 | 21 | 0 |
| Sep 2022 | $142.9M | $142.9M | $0 | 21 | 0 |
| Jul 2022 | $142.9M | $142.9M | $0 | 21 | 0 |
| Jun 2022 | $142.9M | $142.9M | $0 | 21 | 0 |
| Jun 2022 | $142.9M | $142.9M | $0 | 21 | 0 |
| May 2022 | $142.9M | $142.9M | $0 | 21 | 0 |
| Apr 2022 | $142.9M | $142.9M | $0 | 21 | 0 |
| Mar 2022 | $142.9M | $142.9M | $0 | 21 | 0 |
| Nov 2021 | $19.5M | $19.5M | $0 | 12 | 0 |
| Nov 2021 | $19.5M | $19.5M | $0 | 12 | 0 |
| Nov 2021 | $19.5M | $19.5M | $0 | 12 | 0 |
| Aug 2021 | $19.5M | $19.5M | $0 | 12 | 0 |
| Aug 2021 | $19.5M | $19.5M | $0 | 12 | 0 |
| May 2021 | $19.5M | $19.5M | $0 | 12 | 0 |
| Apr 2021 | $19.5M | $19.5M | $0 | 12 | 0 |
| Mar 2021 | $19.5M | $19.5M | $0 | 12 | 0 |
| Jan 2021 | $0 | $0 | $0 | 2 | 0 |
| Oct 2020 | $0 | $0 | $0 | 2 | 0 |
| Aug 2020 | $0 | $0 | $0 | 2 | 0 |
| Mar 2020 | $0 | $0 | $0 | 2 | 0 |
| Nov 2019 | $0 | $0 | $0 | 2 | 0 |
| Nov 2019 | $0 | $0 | $0 | 2 | 0 |
| Nov 2019 | $0 | $0 | $0 | 2 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
| May 2019 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateDec 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateNov 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateOct 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateOct 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateOct 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateOct 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateSep 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateAug 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateAug 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateJul 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateJul 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateJul 2025
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$410.9M
Employees275
Clients50
DateMay 2025
Total AUM$5.9B
Discretionary$5.5B
Non-Disc.$350.9M
Employees275
Clients50
DateMar 2025
Total AUM$5.9B
Discretionary$5.5B
Non-Disc.$350.9M
Employees275
Clients50
DateMar 2025
Total AUM$5.9B
Discretionary$5.5B
Non-Disc.$350.9M
Employees275
Clients50
DateDec 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees154
Clients27
DateAug 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees154
Clients27
DateApr 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees154
Clients27
DateMar 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees154
Clients27
DateJan 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees92
Clients13
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees92
Clients13
DateOct 2023
Total AUM$675.7M
Discretionary$675.7M
Non-Disc.$0
Employees78
Clients13
DateJun 2023
Total AUM$675.7M
Discretionary$675.7M
Non-Disc.$0
Employees78
Clients13
DateApr 2023
Total AUM$675.7M
Discretionary$675.7M
Non-Disc.$0
Employees78
Clients13
DateMar 2023
Total AUM$675.7M
Discretionary$675.7M
Non-Disc.$0
Employees78
Clients13
DateJan 2023
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateJan 2023
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateOct 2022
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateOct 2022
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateSep 2022
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateSep 2022
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateJul 2022
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateJun 2022
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateJun 2022
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateMay 2022
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateApr 2022
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateMar 2022
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees21
Clients0
DateNov 2021
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees12
Clients0
DateNov 2021
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees12
Clients0
DateNov 2021
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2021
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2021
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees12
Clients0
DateMay 2021
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees12
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0