DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Vontobel Swiss Financial Advisers
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Fenimore Cooper Marsh | Wellacre Global Wealth Advisors independent RIA | Vontobel Swiss Financial Advisers independent RIA | RIA to RIA | Mar 3, 2026 | Aug 16, 2026 (166 d) |
| Gabriel Enrique Mueller | Fisher Investments independent RIA | Vontobel Swiss Financial Advisers independent RIA | RIA to RIA | May 29, 2024 | Jun 12, 2026 (744 d) |
| Stephan Winfried Wessels | Citigroup Global Markets Inc. BD affiliated | Vontobel Swiss Financial Advisers independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2024 | Jul 31, 2025 (442 d) |
| Joao Raul Decastro | Citigroup Global Markets Inc. BD affiliated | Vontobel Swiss Financial Advisers independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2024 | May 13, 2025 (466 d) |
| Billy R Obregon | Deutsche Bank Securities Inc. mixed wealth | Vontobel Swiss Financial Advisers independent RIA | RIA to RIA | Dec 15, 2023 | Nov 7, 2025 (693 d) |
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5 moves match.