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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2019
- Office Locations
- 233
Office Locations
About Farther
Farther is a tech-enabled wealth management firm pairing experienced advisors with proprietary, tax-intelligent portfolio technology. The platform targets tax efficiency, preservation, and deep portfolio personalization, and offers curated access to private-market opportunities and advanced strategies. Its execution and data systems aim to reduce day-to-day administration and improve decisioning; client accounts can be custodied at Charles Schwab or Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 4, 2025 and August 24, 2026, reported AUM increased 112.8%, from $7.5B to $16.0B.
Across 5 reported observations, AUM increased 11103.9% between October 19, 2022 and August 24, 2026, from $142.9M to $16.0B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 252 advisory representatives and 15,415 clients, or 61.2 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 233 reported office locations and 7 years in operation. The source data was last updated on August 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Farther record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN ARTHUR BARRAGAN
--
- CRD
- #2941942
- Ownership
- Less than 5%
TIMOTHY ALLEN BOHNETT
MANAGING DIRECTOR
- CRD
- #5862012
- Ownership
- Less than 5%
Showing 2 of 19 owners & executives
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MATT GREGG ADDINGTON
Managing Director, Wealth Advisor
- CRD
- #5110554
JON L ALDRICH
Principal, Wealth Advisor
- CRD
- #5115121
Showing 2 of 338 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,994,013,819 | $360,615 |
| Non-Discretionary | $16,098,333 | $233,309 |
| Total | $16,010,112,152 | $360,418 |
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Separately Managed Accounts
SMA allocation detail is available
Farther has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Farther's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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