Build your book. Proactively.
Farther empowers you with the technology, tools and talent to help you and your clients grow faster.
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Our Intelligent Wealth Platform optimizes clients’ after-tax returns
Farther’s Intelligent Wealth Platform, modular investments from Farther Asset Management, and dedicated support team collectively help you deliver greater wealth-building opportunities for every client. It's the premiere "service-as-software" for your financial life.
Optimized Core Returns
Our tax-intelligent technology employs automatic tax-loss harvesting and intuitive asset location, to keep more of your client assets invested and compounding for the long-term.
Access To Private Markets
Expand your clients' investable universe with curated access to private market opportunities — helping to drive meaningful portfolio diversification and improved return potential.
Elevated Wealth
Advice
Harness the power of our Intelligent Wealth Platform to identify new and unbiased investment opportunities and drive operational efficiencies to better steer your clients' financial roadmaps.
Predictive Advice & Planning
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
Access to Advanced Strategies
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
Intelligent Execution
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
Investment Strategy
Preservation
We employ investment vehicles designed to protect and enhance your wealth.
Tailored approach
We develop investment strategies customized to your individual needs.
Portfolio personalization
We construct portfolios that reflect your risk tolerance and time horizon.
Tax efficiency
We focus on minimizing taxes to maximize your investment growth potential.
Investment Strategy
Preservation
We employ investment vehicles designed to protect and enhance your wealth.
Tailored approach
We develop investment strategies customized to your individual needs.
Portfolio personalization
We construct portfolios that reflect your risk tolerance and time horizon.
Tax efficiency
We focus on minimizing taxes to maximize your investment growth potential.
Investment Strategy
Preservation
We employ investment vehicles designed to protect and enhance your wealth.
Tailored approach
We develop investment strategies customized to your individual needs.
Portfolio personalization
We construct portfolios that reflect your risk tolerance and time horizon.
Tax efficiency
We focus on minimizing taxes to maximize your investment growth potential.
3X
Advisor book growth vs.
industry avg.
(Farther proprietary data, 2025)
industry avg.
(Farther proprietary data, 2025)
90%
Farther advisors’ time focused
on client wealth strategy
(Not back-office admin)
on client wealth strategy
(Not back-office admin)
4x
Firm growth vs.
industry growth
(Farther proprietary data, Oct 2025)
industry growth
(Farther proprietary data, Oct 2025)
#1
Fastest-growing US
financial services firm
(Inc. Magazine, Deloitte)
financial services firm
(Inc. Magazine, Deloitte)
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We are building the future of our industry by marrying cutting-edge technology with human expertise and judgement, so they bring out the best in each other; dramatically improving the wealth management experience for both advisors and clients.
Farther Co-Founders
Taylor Matthews & Brad Genser
It’s the operating leverage you need to grow your business proactively.
From on-demand portfolio customization to seamless tax-loss harvesting analysis, Farther’s Intelligent Wealth Platform empowers you with the tools to drive exceptional returns for your clients.
Tools to expand your client share and mix
Meet clients where they are in their financial journey. The combination of our Intelligent Wealth Platform and Farther Asset Management's modular investment products allow you to scale in the midst of financial complexity.
Sophisticated, custom portfolio capabilities
Farther Asset Management, our proprietary asset management platform, fuses rigorous investment analysis from experienced industry veterans with advanced technology, empowering you to personalize client strategies at scale with greater efficiency.
Personalized client service
Our white glove client experience team streamlines service delivery, helping you manage client requests with exceptional speed, precision, and care.
Centralized support to run your business
We offer comprehensive back-office administration, planning, and transition support, all so you can focus on client wealth needs.
Advanced lead generation to grow your book
From tailored prospecting tools to centralized marketing support, we help you attract ideal clients, strengthen relationships, and scale your business with ease.
Your business. Our full support.
Farther aligns your success with ours — pairing superior payouts and equity ownership with the full operational, marketing, and technology infrastructure you need to scale faster and serve better.
Operational empowerment
Farther’s operational backbone gives you the scale and freedom to focus where it matters most — your clients. Our integrated platform streamlines onboarding, automates compliance and reporting, and centralizes each piece of your back office into a single, intelligent system. It’s modern infrastructure, built from the ground up to eliminate administrative friction and unlock advisor productivity at scale.
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Marketing excellence
We help you show up like a modern, trusted brand, without the need to be a marketer. Every Farther advisor gets a personalized webpage, client-ready materials, and ongoing support. Our marketing team enhances your presence through professional design, digital resources, webinars, and reputation management — giving you the credibility and polish of a national firm while maintaining your authenticity.
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Enhanced learning & development
Continuous growth is built into the Farther experience. From one-on-one coaching and elite practice management programs to regular workshops and peer collaboration, you’ll gain the insight and skills to enhance and scale your business. Our relationship managers and advisor network ensure you’re always supported and evolving.
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Investment innovation
Deliver sophisticated portfolios with the agility of a modern platform. Farther Asset Management brings together tax-intelligent investing, dynamic asset allocation, direct indexing, and alternative investments — giving advisors the tools to deliver institutional-quality outcomes.
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Unified wealth platform
Everything your clients need — and all you need to serve them — in one connected financial ecosystem. Farther’s unified platform streamlines account opening, money movement, and financial planning with intelligent cash management, modular investment options, and real-time portfolio insights. A collaborative portal keeps you and your clients aligned at every step, creating a seamless, transparent experience across their entire financial life.
Dashboard images for illustrative purposes only.
Hear from our advisors
“It’s everything you need to deliver more personalized client relationships.”
“Farther is at the forefront of redefining wealth management.
After years at a traditional firm, transitioning my substantial client book to Farther was remarkably smooth. Being part of Farther means having a stake in the firm and knowing my voice is heard. The collaborative culture and cutting-edge platform allow me to seamlessly deliver exceptional service.”
Gary Corderman
Managing Director
“Farther has been instrumental in fostering my growth...
...by providing me with a wealth of resources to operate and scale my advisory practice. The marketing support, modern technology, strategic coaching, and collaboration with other Farther advisors has led to results that have far exceeded my expectations.”
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Lauren Moone
Managing Director
“I spent years at traditional financial institutions.
It was death by a thousand cuts, from changing compensation to lack of innovation. Farther gave me the opportunity to be a part of changing our sector: transformational technology, industry disruption, and the future of the business.”
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Daniel Gilham
Managing Director of Advisor Strategy
“I turned down a $2M check from another firm for Farther......
...for the autonomy, cutting-edge tech, and a culture that values advisor growth and client success. With Farther’s support, I have been able to double my AUM and grow my solo practice into a strong team of advisors.”
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Michael Lee
Principal, Wealth Advisor & Focus Team Lead
“It’s the best of both worlds.
Farther takes all of the low-value tasks off my plate — while we still retain our upside, autonomy, and the ability to monetize and sell our equity.”
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Jeremy Levinn
Principal, Wealth Advisor
“I got to the point where I was at capacity.
I wanted to scale more, but I couldn’t take my RIA to the next level on my own.“
Louis Llanes
Senior Vice President, Wealth Advisor
Why advisors choose Farther
Swift client onboarding with multi-custodial integration and ongoing back-office support
Breeze through client onboarding with Farther’s multi-custodial platform, seamlessly integrating with top custodians — Pershing, Schwab,Fidelity, and Apex — for effortless setup. Centralized communication through a single portal streamlines requests and client management.
Seamless transition with robust support and processes
We handle the heavy lifting of seamlessly migrating your existing practice, with precision and care. Our dedicated Concierge and Advisor Onboarding teams manage the paperwork, compliance, and logistics, ensuring a streamlined experience for you and your clients, so you don’t miss a beat.
Flexible and advanced investment solutions
Build highly-customized portfolios that meet every client goal, with access to institutional-quality strategies from Farther Asset Management (FAM) and select partners, usually reserved for family offices. Enhance portfolio performance with access to adaptable solutions like automated asset location, alternative investments, direct indexing, and tax optimization.
Elevated opportunities and expansion of wallet share
Advisors with Farther grow their books 3x faster than the industry average. Go beyond standard investment and portfolio management with our platform's integrated capabilities. Our comprehensive technology enables you to service the holistic financial life of your clients, deepen existing client relationships, and identify new prospecting opportunities.
100% ownership of your book of business
Run your practice your way and build an asset that is truly yours, with no strings attached. You retain full equity and autonomy over your client relationships, with the option for guaranteed buyout or succession planning when you are ready to transition.
Shaping the future of wealth management in a collaborative culture of innovation
Your voice matters. We thrive on collaboration, where your feedback directly shapes the development of our tools and services. At Farther, you join a community of forward-thinking advisors building the future of wealth management together. Don't just take our word for it - Farther is proud to have 4x organic company growth compared to the industry average.
Ready to talk?
Join us in building the future of wealth management. Find out if being an advisor at Farther is right for you
