Farther

RIASEC Registered
Total AUM
$16B
Discretionary
$16B
100% of AUM
Avg account
$360K
Accounts
44,421
Employees
571
Advisory reps
348

Firm details

Headquarters
San Francisco, California
CRD number
302050
Registered since
July 19, 2019
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

FINTRX

Overview

Farther operates as an independent registered investment adviser (LLC) that began SEC registration in 2019. The firm markets itself as a capital allocator and serves a mix of individual and family clients alongside institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the publication of periodicals or newsletters. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. Farther reports being active on ESG considerations and maintains business relationships with broker-dealers, other investment advisers, and insurance companies. In 2026 the firm was named one of “50 RIA Firms to Watch” by AdvisorHub.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 23%, Cash & Cash Equivalents 6%, US Government Bonds 2%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents6%
  • US Government Bonds2%
  • State & Local Bonds2%

Owners & executives

3 of 17
  • Christopher Douglas

    Christopher Douglas

    Founder & Chief Investment OfficerCRD 4163121

  • Andrea Stackland-winterer

    Andrea Stackland-winterer

    Founding Partner & CEOCRD 4211332

  • Matthew Alfonzetti

    Matthew Alfonzetti

    CEO & FounderCRD 7015437

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Contacts

3 of 331
  • Magdalena Doemeny

    Magdalena Doemeny

    DirectorCRD 5691909

  • Sherri Gilligan

    Sherri Gilligan

    Associate Wealth ManagerCRD 5707557

  • Christopher Thomas

    Christopher Thomas

    Senior Vice President, Wealth AdvisorCRD 5715211

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 2,516

Active vs passive

$11.1B in ETFs

Passive

73%

$8.1B

Active

22%

$3B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$726M947,3546.54%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth