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.
Build your book. Proactively.
Farther empowers you with the technology, tools and talent to help you and your clients grow faster.
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.
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.
3x
Organic advisor growth vs. industry avg.(Farther proprietary data, 2025)
90%
Farther advisors' time focused on client wealth strategy(Not back-office admin)
#1
Fastest-growing US financial services firm(Inc. Magazine, Deloitte)
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.
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.
- Tax-Loss Harvesting
Automatically optimize tax outcomes year-round with Farther Asset Management, moving beyond manual end-of-year reviews.
- Sophisticated Asset Location
Strategically place assets across taxable and tax-advantaged accounts to maximize efficiency across a household portfolio.
- Personalized Portfolio Exclusions
Honor client preferences without sacrificing diversification — such as employee stock exclusions to avoid incorrect trades.
- Transparent Tax Impact Calculator
Show clients the tax impact of trades before they happen, turning abstract planning into concrete, collaborative decisions.
- Rebalancer
Automatically rebalance to keep portfolios aligned and capture tax-loss opportunities.
- CRM Integration
Visualize the full client lifecycle with clear, consistent data, from prospect to client.
- CX & Ops Tasks
Easily turn service requests and emails into clear actionable tasks, backed by a support team.
- Transition Proposals
Streamlined process to move assets from other firms, reducing complexity for you and 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
Modern back-office infrastructure that automates compliance, streamlines onboarding, and centralizes operations — so you can focus on clients.
Marketing excellence
Personalized webpages, client-ready materials, and brand support — show up like a modern, trusted advisor without being a marketer.
Enhanced learning & development
One-on-one coaching, elite practice management programs, and peer collaboration to enhance and scale your business.
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 — institutional-quality outcomes, delivered at scale.
Unified wealth platform
One connected financial ecosystem for everything your clients need and everything you need to serve them — account opening, money movement, financial planning, intelligent cash management, and real-time portfolio insights, all in one place.
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 CordermanManaging DirectorFarther 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.”
Lauren MooneManaging DirectorI 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.”
Daniel GilhamManaging Director of Advisor StrategyI 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.”
Michael LeePrincipal, Wealth Advisor & Focus Team LeadIt'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.”
Jeremy LevinnPrincipal, Wealth AdvisorI 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 LlanesSenior 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