Woodley Farra

Registered investment advisor · Indianapolis, Indiana · CRD #107660

Assets Under Management

$2.3B

Client Accounts

1,591

Employees

CRD Number

107660

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Woodley Farra

Woodley Farra Manion offers a hands-on, goal-oriented financial planning approach, focusing on long-term success through coaching and portfolio management. They employ a rigorous stock research process and have advisors with Chartered Financial Analyst credentials. The firm emphasizes long-term investment strategies over short-term gains.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Woodley Farra

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Woodley Farra's AUM?

Woodley Farra reports approximately $2.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Woodley Farra headquartered?

Woodley Farra is headquartered in Indianapolis, Indiana.

What is Woodley Farra's CRD number?

Woodley Farra's CRD number is 107660. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.