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 is an independent registered investment adviser organized as an LLC and active since 2019. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting, and the publication of periodic investment newsletters. Fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee options. Farther identifies as an active ESG investor, maintains relationships with a broker‑dealer and an insurance company, and also operates as or alongside other investment-adviser entities. The firm was named one of "50 RIA Firms to Watch" by AdvisorHub in 2026.
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 15
Andrea Stackland-winterer
Founding Partner & CEOCRD 4211332
Nathan Brown
Personal CFOCRD 6688232
Taylor Hodges
Founder & CEOCRD 5911064
Contacts
3 of 323
Magdalena Doemeny
DirectorCRD 5691909
Sherri Gilligan
Director of Financial PlanningCRD 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
Similar firms
Divco West Real Estate Services, LLC
RIASan Francisco, CA
Freestone Grove Partners LP
RIASan Francisco, CA
Mercury Advisory, LLC
RIASan Francisco, CA
Meritage Group LP
RIASan Francisco, CA
Greenoaks
RIASan Francisco, CA
Alpine Investors
RIASan Francisco, CA