← Tributary

FARTHER

SAN FRANCISCO, CA · CRD 302050 · IAPD ↗ · signalpointinvest.com · 628-246-8004

$16.01BRegulatory AUM
252Advisory reps
571Employees
450Clients
More than 500Planning clients
0Private funds
51States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — FARTHER reported RAUM up 113% ($7.52B -> $16.01B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
December 2025 — FARTHER's Item 11 disclosure-reporting entries rose by 2 (1 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
August 2025 — FARTHER's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
65
August 2025 — FARTHER reported RAUM up 28% ($5.88B -> $7.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
August 2025 — FARTHER reports More than 500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2025 — FARTHER added office(s): 25 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2025 — FARTHER reported RAUM up 170% ($2.18B -> $5.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — FARTHER grew from 76 to 250 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2024 — FARTHER reported RAUM up 94% ($1.12B -> $2.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — FARTHER grew from 53 to 76 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2024 — FARTHER notice-filed in DC, HI, IA, KS, LA, ND, NE, NH, RI, SD, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.