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Farther Finance Advisors, LLC

● SEC registered since 2019CRD 302050SEC# 801-116721San Francisco, CA
Export (members)
Reg. AUM
$16.01B
Employees
571
Accounts
44,421
Location
San Francisco, CA

Farther Finance Advisors, LLC assets under management

Farther Finance Advisors, LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2019. It reports $16 billion in regulatory assets under management and employs 571 people.

Farther Finance Advisors, LLC owners & executives

17 reported
NameTitleOwnershipSince
Alex Seth PaulDirector, Advisor Investment StrategyUnder 5%2024
Bradley Philip Genser ControlChief Technology OfficerUnder 5%2019
Bryan C DalessandroManaging Director, RiaUnder 5%2026
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Frequently asked questions

How much does Farther Finance Advisors, LLC manage?

Farther Finance Advisors, LLC reports $16 billion in regulatory assets under management on its Form ADV.

How many employees does Farther Finance Advisors, LLC have?

Farther Finance Advisors, LLC reports 571 employees.

Where is Farther Finance Advisors, LLC located?

Farther Finance Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2019.

Does Farther Finance Advisors, LLC disclose fund performance?

Farther Finance Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address345 California Street, Suite 600, San Francisco, CA 94104
Phone628-246-8004
Office hours8-5
SEC regionSan Francisco Regional Office (SFRO)
CIK1992825
Discloses disciplinary historyYes

Regulatory AUM

$16.01B▲ 172%
Mar '25 — $5.88BApr '25 — $5.88BMay '25 — $5.88BJun '25 — $5.88BJul '25 — $7.52BAug '25 — $7.52BSep '25 — $7.52BOct '25 — $7.52BNov '25 — $7.52BDec '25 — $7.52BJan '26 — $7.52BFeb '26 — $7.52BMar '26 — $16.01BApr '26 — $16.01BMay '26 — $16.01BJun '26 — $16.01B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$16.01Bregulatory AUM
Discretionary $15.99BNon-discretionary $16.1M