Farther
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 302050
- Registered since
- July 19, 2019
- Website
- www.farther.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.47%
- Individuals23.15%
- Corporations / Businesses8.1%
- Pension & Profit Sharing Plans3.13%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Farther LLC is an independent registered investment adviser formed in 2019 that serves both individuals/families and institutional clients. It acts as a capital allocator, combining advisory services—financial planning, portfolio management for individuals and small businesses, pension consulting—and the publication of newsletters or periodicals. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. Farther reports being an active ESG investor and maintains industry relationships that include a broker‑dealer, another registered investment adviser, and an insurance company. In 2026 it was named to AdvisorHub’s "50 RIA Firms to Watch."
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities23%
- Cash & Cash Equivalents6%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
3 of 17
Christopher Douglas
Founder & Chief Investment OfficerCRD 4163121
Andrea Stackland-winterer
Founding Partner & CEOCRD 4211332
Matthew Alfonzetti
CEO & FounderCRD 7015437
Contacts
3 of 326
Magdalena Doemeny
DirectorCRD 5691909
Sherri Gilligan
Associate Wealth ManagerCRD 5707557
Christopher Thomas
Senior Vice President, Wealth AdvisorCRD 5715211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,409Active vs passive
$10.4B in ETFs
74%
$7.7B
21%
$2.7B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $684M | 913,970 | 6.60% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 345 California St
- Time zone
- PT (UTC-8)
- Office locations
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