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Independent Intelligence on Sustainable Investment Capital
Wednesday, August 19, 2026The Morning Brief →Sign in
firm

Farther

SAN FRANCISCO, CA
CRD: 302050
$16BRegulatory AUMSEC Form ADV · Aug 15
571EmployeesForm ADV
-18Talent net · 12 months1 in · 19 out
Talent flow · 12 monthsOn the wire →
Net -18 · 1 arrivals · 19 departures
Advisor
Aug 16 · advisor move
Arrivals
John Barragan
Aug 14 · from Kestra Investment Management
Departures
Advisor
Aug 16 · destination pending
Advisor
Aug 16 · destination pending
Advisor
Aug 16 · destination pending
Advisor
Aug 16 · destination pending
Advisor
Aug 16 · destination pending
Advisor
Aug 16 · destination pending

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