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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Grow throughout your financial life
Farther's Intelligent Wealth Platform bridges the gap between human expertise and modern technology.
Our team of expert advisors apply decades of experience backed by cutting-edge technology to build and execute smarter, more precise portfolios tailored to your unique financial goals.
Transparent, sophisticated, and compromise-free fiduciary advice
Seasoned expertise backed by Intelligent Wealth Technology
Advisors who meet you where you are in your wealth-building journey
Tailored investment options optimized for your risk-reward goals
The Partner Program Advantage
This invitation-only program is designed for the employees and stakeholders of our network of strategic partners — from the venture firms that back us to the agencies that help us grow.
Whether you are establishing your foundation or managing significant complexity, Farther meets you where you are in your wealth-building journey.
- Foundational Builders: Start your wealth journey with a trusted fiduciary partner, establishing the right habits and roadmap to turn long-term goals into reality.
- High-Growth Professionals: A proactive wealth partner for every stage of your accumulation journey.
- Seasoned Investors: Leverage our Intelligent Wealth platform to uncover new efficiencies and propel your portfolio beyond the limits of traditional management.
What the partner program offers
Access a modular open investment architecture, real-time visibility into your full financial picture, portfolio performance and comprehensive financial planning.
Preferred Economics
Access preferred fee structures unavailable to the public. Our tailored, partner-only fee structure is designed to maximize your long-term compounding.
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
Our advisors are empowered to act in your best interest, offering sophisticated and conflict-free strategies, without the compromise of hidden incentives.
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All-in-one financial ecosystem
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 access to your CPA, attorney, and family members for truly synchronized, transparent, 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. Highly secure infrastructure backed by AWS.
“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.
How it works
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.
Farther's Intelligent Wealth Platform empowers you with the tools to drive exceptional returns for your clients.
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.
