Swiss SEC RIAs - Regional

Swiss SEC-registered investment advisers with client-friendly access to their SEC registration, ADV Part 2 brochure, contact details, interviews, publications, events and more.

Swiss SEC RIAs are happy to serve US clients in the US and abroad and to collaborate with US advisors to help create a Swiss-based, international wealth strategy for US clients, complementing the US-based wealth strategy implemented at home.
Find out what it means to be SEC-registered.
Zurich - Where Americans are Welcome


(German-speaking region)


(French-speaking region)
Geneva - Where Americans are Welcome


(Italian-speaking region)


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The listed Swiss SEC-registered investment advisers are according to the information provided in the SEC registrations and the ADVs Part 2 on the IAPD website.
AWS is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC RIA, other service provider or wealth management-related product. Furthermore, the website content, opinions, privacy policies or services provided are their own and are not endorsed by AWS in any way. This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. Please read the disclaimer.