Creating freedom for exceptional advisors
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
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:
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
~25-45% payout on production; complicated payout structure
Tech infrastructure
Choice of hardware and software tools to enable remote work
Hardware and tech infrastructure in-office; limited choice of additional tools
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
Pressure to push proprietary investment products
Service Support
Dedicated relationship manager, provided by firm
Access to general service center and support, paid for out-of-pocket
Service Support
Dedicated relationship manager, provided by firm
Access to general service center and support, paid for out-of-pocket
Office space
Remote-first culture with flexible office space available if desired
Face-time culture in firm-controlled office space
COMPLIANCE AND RISK
Provided by firm
Provided by firm
Custody and clearing
Provided by firm
Provided by firm
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.
