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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
4 firms manage $1.5B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Ventira Private Wealth Management LTD.Zurich, Switzerland | Switzerland | $682M | +26% | 85 | $8M | 3 | Julius BAR; Vontobel; LGT Switzerland; Pictet; Hypothekarbank Lenzburg | – | |
| 2EVT Financial AdvisorsZurich, Switzerland | Switzerland | $499M | +25% | 124 | $4M | 3 | Vontobel; NPB | – | |
| 3Bespoke AdvisoryEvergreen, CO | CO | $284M | +171% | 16 | $18M | 9 | Pictet & CIE Group SCA; Tetra Trust; Vontobel; J.P. Morgan; Anchorage Digital Bank National Association; Capital Security Bank; Bitgo Holdings; Alliance Bernstein; Capital Union Bank | – | |
| 4Ebco Trustee Services LTD Liab. Co.Chiasso, Ticino, Switzerland | – | Switzerland | $45M | – | 18 | $2M | 3 | EFG International; Morgan Stanley; Vontobel | – |