Farther

Firm record

As recorded in SEC IAPD

Firm CRD

302050

SEC number

801-116721

Firm type

RIA

Assets under management

$16.0B as of Mar 30, 2026

Website

www.youtube.com/channel/UC-lq9vF1gwNQlRvdkTDah5w ↗

Phone

628-246-8004

Address

345 California Street, San Francisco, CA, 94104

Advisors at this firm

247 in our index · page 3 of 5

• Taylor Boone HodgesCRD 5911064 · Vero Beach, FL
  IA RegisteredRegistration inactive
• Carolyn Massie HoffmanCRD 2980726 · Springfield, MO
  IA Registered
• Beverly Montague HolleyCRD 5480783 · Bluffton, SC
  IA RegisteredRegistration inactive
• Ryan Adam HuardCRD 5103287 · Wellesley, MA
  IA RegisteredRegistration inactive
• Michael Lee HudsonCRD 2476619 · Wilmington, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• William Charles HullingerCRD 6005277 · Detroit, MI
  IA Registered
• Sean Alan HusseyCRD 5584142 · Portland, ME
  IA RegisteredRegistration inactive
• Harvey Elwood HutchinsonCRD 2205142 · Glen Allen, VA
  IA RegisteredRegistration inactive
• William Allen HansenCRD 6817886 · Petoskey, MI
  IA RegisteredRegistration inactive
• Robert Franklin HartCRD 7121061 · Mt. Solon, VA
  IA RegisteredRegistration inactive
• Adam Mitchell HeadleyCRD 7742345 · Lebanon, OH
  IA Registered
• Brad Lewis HeapsCRD 4888813 · Roseville, CA
  IA RegisteredRegistration inactive
• Cara HeddenCRD 6875035 · Athens, GA
  IA RegisteredRegistration inactive
• Kevin HoeglerCRD 6671245 · New York, NY
  IA RegisteredRegistration inactive
• Kevin JamaliCRD 2643831 · Northbrook, IL
  IA Registered
• Edward Garfield JenkinsCRD 3226615 · Seven Fields, PA
  IA Registered
• Casey Anderson JordanCRD 5257140 · Needham, MA
  IA RegisteredRegistration inactive
• Myles Caleb JacksonCRD 7676035 · Springfield, MO
  IA Registered
• Jeffery KernodleCRD 2948482 · Thompsons Station, TN
  IA RegisteredRegistration inactive
• Janet KohrmannCRD 3144550 · Santee, CA
  IA Registered
• Philip Charles KreznorCRD 5540173 · West Des Moines, IA
  IA Registered
• Daniel Paul KellarCRD 6999056 · Columbia, MO
  IA Registered
• Eric KemnaCRD 8151264 · Jefferson City, MO
  IA Registered
• Jacqueline Laura KlaubergCRD 6677322 · Naples, FL
  IA RegisteredRegistration inactive
• Ryan David KoenigCRD 6031816 · Buffalo, NY
  IA RegisteredRegistration inactive
• Joseph Chuo-Ju KuoCRD 6563403 · Newark, CA
  IA Registered
• Brian Deen LahueCRD 5258975 · Corydon, IN
  IA RegisteredRegistration inactive
• Jonathon LambCRD 5880181 · North Richland Hills, TX
  IA RegisteredRegistration inactive
• Michael Chun LeeCRD 6187123 · San Leandro, CA
  IA RegisteredRegistration inactive
• Sean Seung LeeCRD 6120721 · Irvine, CA
  IA RegisteredRegistration inactive
• Lance Ivan LehmanCRD 4578125 · Land O Lakes, FL
  IA Registered
• Jonathan David LeidyCRD 4192876 · Larkspur, CA
  IA Registered
• Norman Henry LevesqueCRD 5099084 · Portland, ME
  IA Registered
• Jeremy David LevinnCRD 5400425 · Philadelphia, PA
  IA Registered
• Douglas Eugene LindseyCRD 6149647 · Albuquerque, NM
  IA Registered
• Samuel Brennan LingoCRD 7343833 · Evansville, IN
  IA RegisteredRegistration inactive
• Michael Todd LinkCRD 4643703 · Bartlesville, OK
  IA RegisteredRegistration inactive
• Louis Blyth LlanesCRD 2027024 · Austin, TX
  IA Registered
• Jonathan Allen LoreCRD 5428732 · Littleton, CO
  IA Registered
• Michael Scott LynchCRD 5062414 · Roseville, CA
  IA Registered
• Erik Jens LarsenCRD 4851114 · Sedona, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Neil LemondCRD 4207176 · Mentor, OH
  IA RegisteredRegistration inactive
• Brayden James LittleCRD 6784046 · San Jose, CA
  IA RegisteredRegistration inactive
• Vinit MadanCRD 2966180 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Ryan Scott MallowCRD 2420445 · Ponte Vedra, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark Angelo ManettiCRD 4760810 · Cranberry Township, PA
  IA RegisteredRegistration inactive
• John Stockdale MarshallCRD 5779788 · Petoskey, MI
  IA Registered
• Christopher Joseph MassoCRD 2671130 · Marlton, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Timothy James McneelyCRD 2985729 · Bakersfield, CA
  IA RegisteredRegistration inactive
• William Stark McneerCRD 5351911 · North Myrtle Beach, SC
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.