Creating freedom for exceptional advisors

At Farther, you’re empowered to deliver unparalleled value to your clients — on your own terms.

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Run and grow your business the way you want to

We’re here to help established advisors scale, not treat you like a salesperson. We provide everything you need to succeed, and then step out of the way.

Top industry payouts up to 75%

Nearly zero ops and admin busywork

Freedom to work with the types of clients you want to

Centralized marketing support

More time planning futures, less time filing papers

Our dynamic platform takes care of busywork, so you can focus on advising clients on wealth-building strategies.

  • Eliminates paperwork and red tape for you and your clients
  • Intuitive dashboard that gives you greater visibility and control
  • All-in-one-place account aggregation

Build your book with our full support

Resources and community

  • Access to top-tier resources across the wealth management spectrum
  • Best-in-class practice management program, focusing on client acquisition and growing your business

Marketing and prospecting

  • Dedicated Farther web page
  • Monthly marketing budget, to be used at your discretion
  • State-of-the-art digital prospecting tools
  • Centralized marketing team

Build your book with our full support

Training and mentorship

  • One-on-one coaching opportunities
  • Best-in-class Elite Practice Management training program, focusing on client acquisition and AUM cultivation

Marketing and prospecting

  • Dedicated Farther web page
  • Monthly marketing budget, to be used at your discretion
  • State-of-the-art digital prospecting tools
  • Centralized marketing team

Working at Farther is different. Here’s how:

farther

Traditional wirehouse

owned RIa

FIRM AFFILIATION

W-2 Employee
W-2 Employee
Independent

PAYOUT

Top payouts up to 75% of revenue with optional salary support, plus benefits and equity
~25-45% payout on production; complicated payout structure
~65% payout on production

TECHNOLOGY

Cutting-edge tech platform and tools to support prospecting and client experience
Outdated and cumbersome
Minimally integrated,
non-proprietary

MARKETING

Dedicated support, monthly marketing budget, and supplemental leads
Limited support and social media restrictions
No centralized marketing support; all initiatives paid for out-of-pocket

INVESTMENT PRODUCTS

Unlimited flexibility to customize client portfolios, including alternative investments
Pressure to push proprietary investment products
Limited firm-approved alternatives; little flexibility to customize

Office space

Remote-first culture with flexible office space available, if desired
Face-time culture in firm-controlled office space
Work from anywhere, but office space is paid for out-of-pocket

Tech infrastructure

Choice of hardware and software tools to enable remote work
Hardware and tech infrastructure in-office; limited choice of additional tools
Unlimited, but cost
and usability vary; no centralized IT support

Service support

Dedicated relationship manager, provided by firm
Access to general service center and support, paid for out-of-pocket
No support by default;
staff paid for out-of-pocket

Compliance and risk

Provided by firm
Provided by firm
Provided by firm

Custody and clearing

Provided by firm
Provided by firm
Provided by firm
Farther

Traditional
Wirehouse

FIRM AFFILIATION

W-2 Employee
W-2 Employee

PAYOUT

Top payouts up to 75% of revenue with optional salary support plus benefits and equity
~30-50% payout on production; complicated payout structure

TECHNOLOGY

Cutting-edge tech platform and tools to support prospecting and client experience
Outdated and cumbersome

MARKETING

Dedicated support, monthly marketing budget, and supplemental leads
Limited support and social media restrictions

INVESTMENT PRODUCTS

Unlimited flexibility to customize client portfolios, including alternative investments
Outdated and cumbersome

Office space

Remote-first culture with flexible office space available if desired
Face-time culture in firm-controlled office space

The proof is in the payout

Because our technology delivers better service at a lower cost, your clients enjoy reduced fees while you enjoy top of the industry payouts up to 75%.

Ready to talk?

Find out if being an advisor at Farther is right for you. For advisors with a minimum of $25M in AUM or substantial financial services experience.

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