Creating freedom for exceptional advisors

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


It all starts by helping advisors build bigger books faster and get paid more while doing it


Build the business you’ve always wanted, run your business your way, spend your time where it counts.


Grow your business faster – with zero time-consuming admin tasks, and powerful marketing support.


Deliver a better client experience with a differentiated wealth platform.


Earn significantly more – with top industry payouts and equity in Farther.

Where high-touch service meets cutting-edge tech


Why top advisors are choosing 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
Smoothly migrate your practice to Farther with the dedicated support of our Concierge and Advisor Onboarding Team.

Farther’s experts facilitate a streamlined process for onboarding and ongoing management, ensuring that every step – from initial set-up to full integration – is handled with precision.
Flexible and advanced investment solutions
Accommodate every client need with Farther's advanced and adaptable investment solutions. Our platform provides extensive customization options, from smart beta and asset location strategies to alternatives and active tax management.

Craft tailored strategies that precisely meet your clients’ financial objectives and enhance portfolio performance.
Elevated opportunities and expansion of wallet share
Harness our platform's capabilities to highlight new prospecting opportunities, while also expanding your existing client wallet share.

By flagging substantial account balances and specific documents that require attention, our tools enable you to proactively address client needs and constantly deliver value.
100% ownership of your book of business
Retain complete ownership of your book of business, with no restrictions or strings attached.

You are also eligible to receive a guaranteed buyout with Farther's Retire-in-Place Program. We offer in-depth succession planning and partner with you to identify the right successor, as we build the plan that maximizes success for both you and your clients.
Shaping the future of wealth management in a collaborative culture of innovation
Immerse yourself in a culture that thrives on innovation and collaboration: where your feedback as an advisor shapes the development of our tools and services.

Join us in building the future of wealth management.

Farther advisors spend more time with clients and prospects – and see exponential growth


Build your book with our full support

Operational Empowerment
Exclusive focus on client advice
Seamless client onboarding
Turnkey client management via your client experience team
Comprehensive support for back-office tasks
Tailored hiring support to expand your advisory team
Integrated compliance expertise
Marketing Excellence
Advanced lead generation programs
State-of-the-art digital prospecting tools
Dedicated Farther webpage for every advisor
Customized client newsletter templates
Automated sales and marketing sequences
Centralized marketing team support
Enhanced Learning & Development
One-on-one coaching sessions
Elite practice management training program
Complementary relationship manager
Regular workshops and webinars on industry trends and strategies
Continuous collaboration with other Farther advisors
Investment Innovation
Proprietary portfolio strategies
Dynamic asset allocation
Personalized active tax management
Proactive tax loss harvesting
Direct-indexing choices
Robust access to alternative investments
Unified Wealth Platform
Streamlined account opening
Efficient money movement
Intelligent cash management
Comprehensive financial planning
Account aggregation
Collaborative document center
All-in-one client portal

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 and equity in Farther.

Ready to talk?

Join us in building the future of wealth management. Find out if being an advisor at Farther is right for you.

Thank you! Your submission has been received.
Oops! Something went wrong while submitting the form.