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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 $41B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Muzinich & Co., Inc.New York, NY | NY | $31B | +15% | 77 | $406M | 67 | HSBC Securities Services; Zurcher Kantonalbank | Muzinich Capital; Muzinich & Co. (ireland) Limited; Muzinich & Co. (singapore) PTE. Limited; Muzinich & Co. Limited; Muzinich & Co. SGR S.P.A.; Muzinich Capital LLC | |
| 2Marcuard Family Office LTDZurich, Switzerland | Switzerland | $8.7B | +27% | 139 | $62M | 19 | Zurcher Kantonalbank; Bank Julius Baer & Co. AG, Zurich | – | |
| 3Proventus AGZurich, Switzerland | Switzerland | $807M | +25% | 88 | $9M | 3 | BW Bank; Bank Julius BAR; Zurcher Kantonalbank; Bank Vontobel | – | |
| 4Lighthouse Swiss Wealth Advisors AGZUG, Switzerland | Switzerland | $40M | −8.0% | 23 | $2M | 2 | Kaiser Partner Privatbank; Zurcher Kantonalbank | – |