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 4 of 5

• Walter Franklin MegonigalCRD 5429803 · Charlottesville, VA
  IA Registered
• Dina A. MetryCRD 4635682 · Culver City, CA
  IA Registered
• Michael Craig MinkCRD 4594223 · San Rafael, CA
  IA Registered
• Lauren Melin MooneCRD 5249173 · San Francisco, CA
  IA Registered
• Kirk A MatenaerCRD 7835652 · Johns Island, SC
  IA Registered
• Eric A MichalskiCRD 4117888 · Atlanta, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Alison MoscoffianCRD 5031700 · Boston, MA
  IA Registered
• Timothy James NansonCRD 2549456 · Fergus Falls, MN
  IA Registered
• Parker James O'sullivanCRD 5923601 · Moraga, CA
  IA RegisteredRegistration inactive
• Robert Michael OlsenCRD 5269091 · San Mateo, CA
  IA RegisteredRegistration inactive
• M Thomas PabloCRD 4844548 · Chevy Chase, MD
  IA Registered
• David Ryan PagelsCRD 3165115 · Ashland, WI
  IA RegisteredRegistration inactive
• Joseph Anthony PalumboCRD 7015443 · Armonk, NY
  IA RegisteredRegistration inactive
• Nicholas Paul PantleCRD 6075433 · Marlton, NJ
  IA RegisteredRegistration inactive
• John C PaoliniCRD 4541324 · Buffalo, NY
  IA Registered
• Theodore Gerard PerryCRD 6163292 · Vero Beach, FL
  IA Registered
• Roger Lawrence PierceCRD 2628332 · Englewood, CO
  IA RegisteredRegistration inactive
• David Pierre PlaisanceCRD 2764306 · Asheville, NC
  IA Registered
• William Henry PlattCRD 4558339 · Dix Hills, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Benjamin PorrasCRD 4629620 · Los Angeles, CA
  IA Registered
• Anthony William PriceCRD 2679257 · White Bear Lake, MN
  IA RegisteredRegistration inactive
• Christian PierceCRD 6350963 · Brooklyn, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jared Dean RandCRD 2425888 · Topeka, KS
  IA RegisteredRegistration inactive
• Eleanor Wilson RayCRD 5081603 · Colleyville, TX
  IA Registered
• Olga Leka RaykhelsonCRD 1995046 · New York, NY
  IA Registered
• Jennifer Ma RechenbachCRD 2002241 · San Francisco, CA
  IA Registered
• Chad Michael RishelCRD 5141522 · Medfield, MA
  IA RegisteredRegistration inactive
• Hugues Gaston RivardCRD 5282684 · Auburndale, MA
  IA Registered
• Douglas Wayne RodgersCRD 2167562 · Bartlesville, OK
  IA RegisteredRegistration inactive
• Jesse RudaCRD 7498258 · Atlantic Beach, FL
  IA RegisteredRegistration inactive
• Rod Joseph RussellCRD 5825151 · Crystal Lake, IL
  IA RegisteredRegistration inactive
• Matthew Howard RemisCRD 5949597 · North Andover, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kevin Peter RocheCRD 5279663 · San Francisco, CA
  IA RegisteredRegistration inactive
• Leonard Scott SanfordCRD 4419221 · Englewood, CO
  IA RegisteredRegistration inactive
• Devin Charles SatterthwaiteCRD 5839384 · New York, NY
  IA Registered
• Jeffrey Lee SchlotterbeckCRD 4609555 · Tampa, FL
  IA RegisteredRegistration inactive
• Steven Carl SchoenbergerCRD 6557550 · Minneapolis, MN
  IA RegisteredRegistration inactive
• Bradley Robert ScoularCRD 4802322 · Denver, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mollie SebakCRD 6460991 · Melbourne, FL
  IA Registered
• Benjamin Louis SeidensteinCRD 6152575 · Miami, FL
  IA RegisteredRegistration inactive
• Todd SensingCRD 2248151 · Destin, FL
  IA Registered
• Mitchell Dean SimkinsCRD 5416538 · Draper, UT
  IA RegisteredRegistration inactive
• Andrea Morgan Stackland-WintererCRD 4211332 · Telluride, CO
  IA RegisteredRegistration inactive
• Zachary James StaggsCRD 5977346 · Carlsbad, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Craig Edward StearnsCRD 4484032 · Westport, CT
  IA RegisteredRegistration inactive
• Craig Harold SullivanCRD 4688875 · Delray Beach, FL
  IA Registered
  Disclosure event(s) on record
• Sameer Syed SarmastCRD 4949277 · West Palm Beach, FL
  IA RegisteredRegistration inactive
• Roy Charles SatterthwaiteCRD 7287388 · Laguna Beach, CA
  IA Registered
• Hunter ShaughnessyCRD 8210131 · Boston, MA
  IA Registered
• Bradley B SimCRD 6556996 · Lynden, WA
  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.