Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Farther financial advisors in California

Every SEC-registered investment adviser representative at a Farther office in California, by city and A to Z.

The short answer

167 registered advisors work at Farther in California, out of 307 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (131). 63 list the CFP designation and 1 are also registered broker representatives.

Farther advisors by city in California

Every firm in California →

San Francisco 131Carlsbad 2Culver City 2Irvine 2Larkspur 2San Rafael 2Aptos 1Belmont 1Los Angeles 1Moraga 1Salinas 1San Diego 1San Jose 1San Mateo 1Santa Monica 1Seal Beach 1Tiburon 1Westlake Village 1

Farther advisors in California, A to Z

Search by name →

Farther advisors in every state →Farther: assets, clients and custodians →Farther news and advisor moves →Advisor Moves: who changed firms this week →

Farther in other states

Florida 14Texas 14Massachusetts 11Ohio 10Michigan 9Missouri 9New York 9Indiana 8North Carolina 7South Carolina 7Colorado 6Arizona 5Oregon 5Georgia 4Illinois 4Minnesota 4Virginia 4Washington 4New Jersey 3Pennsylvania 3

Questions

How many Farther financial advisors are in California?

167 investment adviser representatives are registered at Farther offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 307 at the firm nationwide. 63 list the CFP designation and 1 are also registered as broker representatives.

Where in California does Farther have the most advisors?

San Francisco, with 131, then Carlsbad (2). Farther has advisors in 18 cities in California.

How do I check a Farther advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Farther office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.