Partner Program
Exclusive access to our Intelligent Wealth Platform and top-tier advisory teams at preferred rates reserved strictly for our strategic network.
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Your wealth, taken farther
Farther bridges the gap between elite human expertise and proprietary technology.
While legacy institutions are limited by manual processes, our Intelligent Wealth Platform is natively built to unlock greater after-tax returns throughout your financial life.
Transparent, sophisticated strategies designed to your best interests
Seamless, digital-first experience that eliminates the friction of traditional firms
Dedicated advisors who meet you where you are in your wealth-building journey
Tailored investment roadmaps optimized for your unique risk-reward goals
Sophisticated wealth management for every stage
Whether you're deploying a year-end bonus or optimizing a complex portfolio, we meet you where you are:
- Foundational Builders: Start your journey with a trusted fiduciary dedicated to turning today’s income into a lasting legacy.
- High-Growth Professionals: Navigate your peak accumulation phase with proactive modeling for spending, saving, and accelerated investing.
- Seasoned Investors: Move beyond legacy management with tax efficiencies and private market access typically reserved for family offices.
Exclusive partner program benefits
Access a modular open investment architecture — with
real-time visibility into your full financial picture, portfolio performance, and comprehensive financial planning — all under one roof.
real-time visibility into your full financial picture, portfolio performance, and comprehensive financial planning — all under one roof.
Preferred Economics
Members of the program receive an exclusive fee waiver unavailable to the general public — designed to keep more of your capital working for you.
Concierge Onboarding
Skip the queue. Your dedicated Farther concierge ensures a seamless transfer of assets and data, handling the heavy lifting so you don't have to.
Advisor Match
We strategically pair you with a top-tier advisor, specifically vetted to match your complexity, growth stage, and personalized financial goals.
Fiduciary Advice
Advisors empowered to act in your best interest - offering sophisticated, conflict-free strategies, without compromise or hidden incentives.
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Your all-in-one financial hub
Farther is one of the fastest-growing wealth management firms in the country, combining elite advisors with purpose-built technology.
Total financial clarity
One elegantly simple dashboard that aggregates your entire financial life — assets, liabilities, and alternative investments — in real-time.
Collaborative wealth
Grant secure, view-only access to your CPA, attorney, or family members for truly synchronized and collaborative wealth management.
Centralized document hub
Say goodbye to multiple logins. Store every financial document in one secure, organized, and easily accessible location.
Vault-grade security
Backed by Pershing, Fidelity, Schwab and 90+ custodians, protected by highest-levels of secure infrastructure.
“Farther gives me control, growth, and partnership.”
When Will Hullinger, Senior Vice President, Wealth Advisor, joined Farther, he wasn’t just switching firms — he was investing in a partnership that gave him the tools, technology, and ownership to grow on his terms.
“I have the freedom to keep doing what I love."
When other firms told Eleanor Ray, Vice President, Wealth Advisor, it was time to retire, Farther gave her a new beginning. With support, technology, and care from day one, she found renewed purpose — and clients who noticed the difference.
“Farther gives me control, growth, and partnership.”
When Will Hullinger, Senior Vice President, Wealth Advisor, joined Farther, he wasn’t just switching firms — he was investing in a partnership that gave him the tools, technology, and ownership to grow on his terms.
Your path to Intelligent Wealth
From personalized portfolio design to proactive tax-loss harvesting, Farther’s Intelligent Wealth Platform provides the sophisticated tools and expert guidance needed to maximize your long-term return potential.
Frequently asked questions
Swift client onboarding with multi-custodial integration and ongoing back-office support
Breeze through client onboarding and setup with Farther’s multi-custodial platform, seamlessly integrated with top custodians including Pershing, Schwab, Fidelity, Apex, and more. Centralized communication through a single portal also 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, advanced investment solutions
Build highly-customized portfolios that meet every client goal, with access to sophisticated strategies from Farther Asset Management and select partners, usually reserved for family offices. Enhance portfolio performance with access to premium solutions like automated tax-loss harvesting and asset location as well as private markets.
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.
