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| Happy Holidays!! thanks for using AUM13F!! |
| Farther Finance Advisors LLC
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| CRD # | 302050 |
| SEC # | 801-116721 |
| CIK # | 0001992825 |
| AUM | $7.5 B (2025-07-22) |
| Employees | 275 (91% Investors, 0% Brokers) |
| Phone | 628-246-8004 |
| Address | 575 Market Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001992825 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| O Reilly Automotive Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| World Currency Gold Trust | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,457 | 5.1 |
| (b) Individuals (high net worth individuals) | 2,594 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 91 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24,245 | 7.5 |
| By Discretionary | ||
| Discretionary | 24,154 | 7.1 |
| Non-Discretionary | 91 | 0.4 |
| Total | 24,245 | 7.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.5 | |
| Total | 24,245 | 7.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001992825] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sentry Management Inc
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|
TX | 7.8 |
|
F L Putnam Investment Management Co
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|
MA | 7.7 |
|
Snowden Capital Advisors LLC
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NY | 7.6 |
|
Northwest Capital Management Inc
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OR | 7.6 |
|
Intellicents Investment Solutions Inc
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MN | 7.4 |
|
Centaurus Financial Inc
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|
CA | 7.3 |
|
US Capital Wealth Advisors LLC
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|
TX | 7.3 |
|
Jonathan Roberts Advisory Group Inc
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|
FL | 7.2 |
|
Foundations Investment Advisors LLC
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|
AZ | 7.2 |
|
Robertson Stephens Wealth Management LLC
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|
CA | 7.1 |