SourcingSourcing

FARTHER FINANCE ADVISORS, LLC

C27
CRD 302050·SEC 801-116721·SAN FRANCISCO, CA
AUM
$16.01B
$1B+
Est. Revenue
$160.1M
@ 1% on AUM
Est. EBITDA
$48.0M
@ 30% margin
Est. Deal Value
$384.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FARTHER FINANCE ADVISORS, LLC
CRD
302050
SEC file #
801-116721
EIN
834348882
DBA names
Farther

Economics

AUM
$16.01B
AUM band
$1B+
AUM trajectory
'22'26
$19.5M → $16.01B▲ +81902%
Client mix
Individuals Other11,130
Individuals High Net Worth3,463
Pension Profit Sharing Plans250
Corporations99
Charitable Organizations23

Operations

Employees (total)
571
Advisory staff (per ADV)
252
Advisory staff (5-yr trend)
'20'26
2 advisors → 252 advisors▲ +12500%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
youtube.com/channel/uc-lq9vf1gwnqlrvdktdah5w

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FARTHER FINANCE, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
15
Control Persons
FARTHER FINANCE, INC.
GENSER, BRADLEY, PHILIP
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:farther.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
10
Form 5500 Total Participants
273
Form 5500 Total Compensation
214,557
Form 5500 Compensation Trajectory 3y
2025214,557
20240
Form 5500 Plan Count Trajectory 3y
20258
20242
Schedule C Total Compensation
214,557
Schedule C Service Provider Rows
10

SEC EDGAR

Edgar Cik
0001992825
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2023-09-12
Edgar Last Filing Date
2026-04-07
Edgar 13f Count
16
Edgar 13f Latest AUM Estimate
Filing Date2026-04-07
Accession0001992825-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Lpl Financial1
Jpmorgan1
Edgar Addresses
Mailing
345 CALIFORNIA STREETSUITE 600SAN FRANCISCO, CA 94104
Business
345 CALIFORNIA STREETSUITE 600SAN FRANCISCO, CA 94104
Edgar EIN
834348882
Edgar Recent Filings
13F-HR2026-04-07 · 0001992825-26-000003
13F-HR2026-01-23 · 0001992825-26-000001
Fee Schedule
Bracket Ix65
Bracket I23
Bracket Xi6
Bracket Iii2
Bracket Iv2
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (63)

63
MATTHEWS, JOSEPH, TAYLOR
IAR · Executive Officer · 2.5%
6077030
GENSER, BRADLEY, PHILIP
Executive Officer · 2.5%
6372409
POWERS, CHRISTOPHER, COTHER
Executive Officer · 2.5%
1682585
BOHNETT, TIMOTHY, ALLEN
Executive Officer · 2.5%
5862012
Crow, Jacolby, Deangelo
Executive Officer · 2.5%
8161530
DALESSANDRO, BRYAN, C
Executive Officer · 2.5%
5081148
FOURNIER, OLIVIA, VACCARO
Executive Officer · 2.5%
6578391
GONZALES, REGINA, NMN
Executive Officer · 2.5%
2198149
GOULD, THOR, CHRISTOPHER
Executive Officer · 2.5%
6453683
Hill, Lindsey, Michelle
Executive Officer · 2.5%
7264716
KERNODLE, JEFFERY
Executive Officer · 2.5%
2948482
KILIN, DAVID
Executive Officer · 2.5%
4550182
PAUL, ALEX, SETH
Executive Officer · 2.5%
6435641
STRATTON, MICHAEL, LANDON
Executive Officer · 2.5%
6216035
KEVIN JAMALI
IAR
2643831
James Nelson Bradshaw
IAR
7663620
DANAHER, ANTHONY, RUTHERFORD
IAR
4363077
DOUGLAS EUGENE LINDSEY
IAR
6149647
Cole Matthew Fleming
IAR
7960274
Myles Caleb Jackson
IAR
7676035
Joseph Chuo-Ju Kuo
IAR
6563403
BRIE ANNE VALANT
IAR
5425193
Manbir Singh Chohan
IAR
8034644
MICHAEL LEVIEL SMITH
IAR
3115583
AMANDA ROCHELLE WIHEBRINK
IAR
7200464
Richard Sun
IAR
8101009
Kirk A Matenaer
IAR
7835652
Zachary Cole Etoch
IAR
8104871
Todd Kitzens
IAR
8122083
FRANK LYNN BALDWIN
IAR
1255859
JOHN C PAOLINI
IAR
4541324
Eric Kemna
IAR
8151264
Elliot Klein
IAR
8166618
Coleman A Zwanzig
IAR
7564440
ANTHONY MICHAEL THOMAS
IAR
6414182
PHILIP CHARLES KREZNOR
IAR
5540173
Aaron Phillip Sheklin
IAR
7861130
Roy Charles Satterthwaite
IAR
7287388
Jordan Harry Soclof
IAR
7255015
MAGDALENA DOEMENY
IAR
5691909
JON L ALDRICH
IAR
5115121
RYAN ADAM HUARD
IAR
5103287
JONATHAN GREGORY TULL
IAR
2636434
MICHAEL CRAIG MINK
IAR
4594223
Adam Mitchell Headley
IAR
7742345
Hunter Shaughnessy
IAR
8210131
Alan Lloyd Ford
IAR
7136487
DEREK ANTHONY ECKERT
IAR
2651156
Scott Eric Brockman
IAR
2450188
ROBERT STYLES DAVENPORT
IAR
2518990
John Dustin Sloan III
IAR
7894559
RAYMOND GIN
IAR
6719627
DAVID MICHAEL DARBY
IAR
2782447
Ryan David Koenig
IAR
6031816
Mario Battistini
IAR
6005830
Robert Joseph Kelly
IAR
4985157
DENNIS JOHN MYKYTYN
IAR
6409091
MICHAEL AGEE PARROTT
IAR
1963100
Lucille C Dobson
IAR
7379908
HERBERT ROLDAN FLORES
IAR
5143890