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Wealth Management
From investments and lending to insurance and estate planning, we holistically manage each aspect of your financial life, all in one place.
Your many happy returns
Farther is the Intelligent Wealth Platform, built from the ground up to unlock greater wealth throughout your financial life.
$23B
Recruited Assets(Farther proprietary data, Oct 2025)
#1
Fastest-Growing US Financial Services Firm(Inc. Magazine, Deloitte Technology Fast 500)
~1-3%
Potential After-Tax Return Improvement(Farther proprietary data, Dec 2025)
Grow throughout your financial life
Farther meets you where you are in your wealth-building journey. Whether preparing for retirement, managing equity, or navigating estate planning complexities, our Intelligent Wealth Platform empowers seasoned advisors to guide every aspect of your financial life with precision.
Financial Planning
Financial planning isn't about a finish line — it's about making the right decisions along the way. Farther's advanced tools model trade-offs across spending, saving, and investing, so your financial strategy supports the life you want now and in the future.
Trusted advisors, powered by wealth technology
Farther's Intelligent Wealth Platform goes far beyond traditional wealth management. It empowers your advisor to be efficient, effective, and focused entirely on building your wealth.
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Financial Planning
We develop personalized roadmaps aligned to your goals, with milestones that reflect your values and evolve with life's changes.
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Investment Strategy
Our tailored strategies seek to protect and grow your wealth with precision around tax efficiency, risk tolerance, and time horizon.
Powered by Farther technology
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Optimized Core Returns
Our tax-intelligent technology proactively finds opportunities to reduce the impact of taxes on your portfolio, to keep more of your money invested and working for you.
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Access To Private Markets
We expand your investable universe with curated access to private market opportunities, helping to drive portfolio diversification and long-term return potential.
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Elevated Wealth Advice
Experienced advisors, powered by intelligent technology, identify new, unbiased investment opportunities and operational efficiencies to better steer your financial roadmap.
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.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Banking
Performance Dashboards
Insurance
Financial Goals
Properties
Wealth Team
Documents
Investments
Effortless control+−
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Find an Advisor
Find the Farther advisor who’s right for you.
Search our advisors by location, areas of expertise, and the clients they serve — then connect with the right fit.
Together, we'll take your wealth farther
Get matched with an advisor whose goal it is to see you win