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Farther

Updated today

Client assets under management

$14,187,210,557

Clients

14,593

24% high-net-worth

Advisors

283

of 571 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

52

Typical

Average account size

$972,193

About

Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile Platform and in-person meetings. The firm also offers retirement plan consulting, limited financial planning and recommendations on private investment funds (including affiliated funds) while excluding corporate or business clients from its typical client base.

Farther’s investment approach is grounded in Modern Portfolio Theory and implemented through proprietary model portfolios or bespoke allocations, with algorithmic rebalancing designed to keep holdings within target ranges (generally rebalancing when allocations drift about 5%). The firm primarily uses exchange-traded funds, mutual funds, individual equities and fixed income, may allocate to independent managers, treats cash as an asset class, and supplements advisor judgment with AI tools subject to internal review and controls.

Noteworthy for an enterprise firm, Farther discloses receipt of practice‑management publications and other support services from custodians and sponsors advisor events supported by third‑party sponsorships, and it participates in referral arrangements (including paid promoters such as Zoe Advisor Network). The firm also discloses several potential conflicts of interest that may distinguish it from peers: affiliation with private funds and an insurance agency that can generate commission or fund‑related compensation, explicit limits on discretionary cryptocurrency purchases, and use of account aggregation and third‑party service relationships.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

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Fee options

Fixed

Flat annual fee basis (negotiable)

Project-based

Negotiable up to $1,000 per hour

Main office location

Farther

345 California Street, Suite 600

San Francisco CA 94104, United States

Number of offices

31

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Devin H

CFP®, Series 65

Bend, OR

Farther

Devin Harrigan is a CFP® and holds a Series 65 license with 21 years of industry experience. He is currently with Farther and has previously worked at Ascent Capital Management LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm’s investment approach uses Modern Portfolio Theory with a combination of bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Zachery B

CFP®, Series 66

Bend, OR

Farther

Zachery Boskovich is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Farther and has prior experience at Ascent Capital Management and Weston Financial. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing, primarily using ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Nathan B

CFP®, ChFC®, Series 66

Beaverton, OR

Farther

Nathan Brown is a CFP® and ChFC® with nine years of industry experience. He currently works at Farther and has previously been employed at My Personal CFO, Kimsa Total Wealth, and Pacific Capital Resource Group. Outside of his advisory role, he is the founder of End Gov't Tips, a business focused on creating and publishing financial, tax, and advisory education content, and serves as CFO for Synergy India Ventures, providing financial forecasts and business consulting. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income, with automatic rebalancing and cash treated as an asset class.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Allison D

Series 65

Washington, DC

Farther

Allison Dunlap is a financial advisor at Farther with eight years of industry experience. She holds a Series 65 designation and has worked at several firms, including Harbour Capital Advisors, Pennington Partners & Co., and Wealthcare Advisory Partners. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Todd S

CFP®, CFA®, Series 63

Destin, FL

Farther

Todd Sensing is a financial advisor at Farther with nine years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Farther, he worked at FamilyVest, LLC and the Aardvark Market Neutral Fund, L.P. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs Modern Portfolio Theory with bespoke allocations and proprietary algorithmic model portfolios, offering discretionary investment management and retirement plan consulting.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Craig S

CFP®, Series 66

Westport, CT

Farther

Craig Stearns is a CFP® with 23 years of industry experience. He is currently with Farther and also owns Stearns Wealth Management, a private entity focused on fixed insurance business. His prior experience includes roles at Integrated Equity Management and Lenox Advisors/MMLIS. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Arthur C

Series 63, Series 65

Franklin, TN

Farther

Arthur Creel Jr. is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Carmichael Capital, Inc., SS&C Market Services, LLC, and DST Systems Inc. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke or algorithmic model portfolios with automatic rebalancing.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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William H

CFP®

Detroit, MI

Farther

William Hullinger III is a CFP® professional with nine years of industry experience. He is currently with Farther Finance Advisors and has previously worked at Verity Wealth Partners LLC and Planning Alternatives LTD. Outside of financial advising, he is involved as an LLC member and officer in two non-investment businesses: a real estate company and an online education venture. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Sutanto W

Series 65

San Francisco, CA

Farther

Sutanto Widjaja is a financial advisor at Farther with six years of industry experience. He holds a Series 65 designation and previously worked at Indico Capital LLC and Nuveen Investments. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses a Modern Portfolio Theory-based investment approach, employing bespoke and algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Eric W

Series 66

Whitehouse, OH

Farther

Eric Watson is a financial advisor at Farther with 13 years of industry experience. He holds a Series 66 designation and previously operated Eric Watson Financial Group LLC for 12 years. Watson is also owner and president of Turtle Shell Properties, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke or algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Robert K

CFA®, Series 63, Series 66

Crawford, NJ

Farther

Robert Kelly is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Farther since 2021. His prior experience includes roles at Bank of America, Merrill, JPMorgan Chase Bank, and Grisanti Capital Management. He is a trustee for Imagine, A Center for Coping with Loss, a nonprofit providing free grief services to children. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and discretionary investment management. The firm’s approach is based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios primarily invested in ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Lauren M

CFP®, CFA®, Series 65

San Francisco, CA

Farther

Lauren Moone is a CFP®, CFA®, and holds a Series 65 license with 14 years of industry experience. She has worked at Farther Finance Advisors since 2023 and previously spent eight years at Mirador Capital Partners, LP. Based in San Francisco, CA, she currently advises clients through Farther. Farther serves individual investors, trusts, and estates using a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach with bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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James W

Series 66

Caledonia, MI

Farther

James Walsh is a Series 66-licensed financial advisor at Farther with 18 years of industry experience. Prior to joining Farther in 2025, he worked at Advance Capital Management, Inc. for eight years and Zhang Financial for five years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Tyler M

Series 66

Broomfield, CO

Farther

Tyler Morris is a financial advisor at Farther with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group LLC, and Compound Planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Jonathan C

Series 66

Indianapolis, IN

Farther

Jonathan Cracraft is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, with 13 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Outside of advising, he is noted as a father since 2026. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, emphasizing long-term, diversified portfolios aligned with client risk tolerance and employing equity index funds and ETFs as core holdings.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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