Skip to main content

Institutional Investor Directory

As of , our 150 free lists name 8,806 family offices, private equity and venture capital firms and institutional investors, with family office lists for 42 cities, states and countries.

Try Family Offices in New York, Private Equity Firms in New York, Family Offices in London, General Atlantic. Browse all 52 places

Atlas of the directory: one mark for each of the 745 family offices on our 9 largest place lists, scattered around its place within four region strips (Americas, Europe, Middle East, Asia Pacific). Largest: New York 191, London 154, Singapore 87, Canada 66, Chicago 53, Dubai 52.New York 191London 154Singapore 87Canada 66Chicago 53Dubai 52California 49Dallas 48Los Angeles 45

One mark per family office on our largest place lists, each labelled with its count.

Source: our family office lists for 42 cities, states and countries and 1 region, counted .

Every place we cover

Largest first in each region.

United States cities, 20
PlaceFamily officesWith an SEC filingPrivate equityVenture capitalChecked
New York, Family Offices in New York19114346 firms on Private Equity Firms in New York272 firms on Venture Capital Firms in New York
Chicago, Family Offices in Chicago5318 firms on PE Firms in Chicago53 firms on Venture Capital Firms in Chicago
Dallas, Family Offices in Dallas48284 firms on Private Equity Firms in Dallas15 firms on Venture Capital Firms in Dallas
Los Angeles, Family Offices in Los Angeles4537 firms on PE Firms in Los Angeles113 firms on Venture Capital Firms in Los Angeles
Miami, Family Offices in Miami3737 firms on Private Equity Firms in Miami56 firms on Venture Capital Firms in Miami
San Francisco, Family Offices in San Francisco37445 firms on Private Equity Firms in San Francisco24 firms on VC Firms in San Francisco
Houston, Family Offices in Houston28137 firms on Private Equity Firms in Houston
Washington DC, Family Offices in Washington DC25133 firms on PE Firms in Washington DC46 firms on Venture Capital Firms in Washington DC
Boston, Family Offices in Boston24113 firms on PE Firms in Boston132 firms on Venture Capital Firms in Boston
Denver, Family Offices in Denver24118 firms on Private Equity Firms in Denver20 firms on Venture Capital Firms in Denver
Seattle, Family Offices in Seattle20234 firms on Venture Capital Firms in Seattle
Atlanta, Family Offices in Atlanta198 firms on PE Firms in Atlanta20 firms on Venture Capital Firms in Atlanta
Austin, Family Offices in Austin17227 firms on Private Equity Firms in Austin13 firms on VC Firms in Austin
San Diego, Family Offices in San Diego16
Philadelphia, Family Offices in Philadelphia1528 firms on PE Firms in Philadelphia25 firms on Venture Capital Firms in Philadelphia
Nashville, Family Offices in Nashville13115 firms on Private Equity Firms in Nashville
Charlotte, Family Offices in Charlotte13214 firms on Private Equity Firms in Charlotte
Silicon Valley, Venture Capital Firms in Silicon Valley300 firms on Venture Capital Firms in Silicon Valley
Cleveland, Private Equity Firms in Cleveland11 firms on Private Equity Firms in Cleveland
St. Louis, Private Equity Firms in St. Louis10 firms on Private Equity Firms in St. Louis
U.S. states, 9
PlaceFamily officesWith an SEC filingPrivate equityVenture capitalChecked
California, Family Offices in California separate lists: Los Angeles, San Francisco and San Diego49169 firms on Private Equity Firms in California708 firms on Venture Capital Firms in California
Florida, Family Offices in Florida separate list: Miami3486 firms on Private Equity Firms in Florida95 firms on Venture Capital Firms in Florida
Connecticut, Family Offices in Connecticut27167 firms on Private Equity Firms in Connecticut
Texas, Family Offices in Texas separate lists: Dallas, Houston and Austin246126 firms on Private Equity Firms in Texas
New Jersey, Family Offices in New Jersey17610 firms on Private Equity Firms in New Jersey
Utah, Venture Capital Firms in Utah23 firms on Venture Capital Firms in Utah
North Carolina, Private Equity Firms in North Carolina separate list: Charlotte20 firms on Private Equity Firms in North Carolina
Michigan, Private Equity Firms in Michigan12 firms on Private Equity Firms in Michigan
Minnesota, Private Equity Firms in Minnesota11 firms on Private Equity Firms in Minnesota
United States, 1
PlaceFamily officesWith an SEC filingPrivate equityVenture capitalChecked
United States, Largest Family Offices in the United States separate lists: New York, Chicago, Dallas and Los Angeles355101

With an SEC filing counts family offices whose row links their own SEC record; a blank means no row does yet. A blank private equity or venture capital cell means no such list. A state or country list is its own list: Texas does not include Dallas, Houston or Austin.

Lists by kind of investor

A single family office manages one family's money; a multi-family office manages several families'.

Largest first in each group.

Family office lists, 3
ListFirmsWith a filingChecked
Single Family Offices in the World90414
Multi-Family Offices in the World11439
Largest Family Offices in the World29
Private equity, venture capital and other private funds, 7
ListFirmsWith a filingChecked
Private Credit Firms136136
Largest Venture Capital Firms100100
Largest Private Equity Firms in Europe100100
Largest Alternative Asset Managers100100
Largest Hedge Funds100100
Largest Real Estate Private Equity Firms100100
Growth Equity Firms2019
Other kinds of investor, 10
ListFirmsWith a filingChecked
RIA Firms in the United States13566
Endowments in the United States10533
Pension Funds761
Fund of Funds737
Sovereign Wealth Funds38
Insurance Companies in the United States38
Foundations in the United States3729
Investment Consultants347
OCIO Providers293
Corporate VC26
Wealth management firms (RIAs) by city, 34
ListFirmsWith a filingChecked
Wealth Management Firms (RIAs) in New York356356
Wealth Management Firms (RIAs) in Chicago220220
Wealth Management Firms (RIAs) in Boston209209
Wealth Management Firms (RIAs) in Philadelphia185185
Wealth Management Firms (RIAs) in Dallas161161
Wealth Management Firms (RIAs) in Washington DC152152
Wealth Management Firms (RIAs) in Atlanta150150
Wealth Management Firms (RIAs) in Minneapolis142142
Wealth Management Firms (RIAs) in Los Angeles141141
Wealth Management Firms (RIAs) in Denver131131
Wealth Management Firms (RIAs) in Seattle118118
Wealth Management Firms (RIAs) in Houston115115
Wealth Management Firms (RIAs) in San Diego115115
Wealth Management Firms (RIAs) in Phoenix102102
Wealth Management Firms (RIAs) in Orange County9393
Wealth Management Firms (RIAs) in San Francisco8888
Wealth Management Firms (RIAs) in Austin8383
Wealth Management Firms (RIAs) in Portland8383
Wealth Management Firms (RIAs) in St. Louis8181
Wealth Management Firms (RIAs) in Kansas City7979
Wealth Management Firms (RIAs) in Tampa7070
Wealth Management Firms (RIAs) in Baltimore6767
Wealth Management Firms (RIAs) in Charlotte6565
Wealth Management Firms (RIAs) in Cincinnati6464
Wealth Management Firms (RIAs) in Indianapolis6262
Wealth Management Firms (RIAs) in Columbus6060
Wealth Management Firms (RIAs) in Pittsburgh5959
Wealth Management Firms (RIAs) in Cleveland5858
Wealth Management Firms (RIAs) in Orlando5151
Wealth Management Firms (RIAs) in Nashville4747
Wealth Management Firms (RIAs) in Miami4343
Wealth Management Firms (RIAs) in Sacramento3838
Wealth Management Firms (RIAs) in Las Vegas2626
Wealth Management Firms (RIAs) in San Antonio2626

With a filing: firms whose row links their own SEC record, IRS return or public register entry. Blank: none on that list yet.

The largest US family offices on our lists that file with the SEC

Pathstone files the largest figure of the US family offices on our lists: $110.3BN in regulatory assets (Form ADV, ), ahead of Cresset ($78.9BN) and Bessemer Trust ($47.0BN). All ten are multi-family offices, so each figure includes the money of every family the firm serves; 7 have their main office in New York.

Ranked by regulatory assets on the latest Form ADV, largest first.

The ten largest US family offices on our lists by regulatory assets, Form ADV
RankFirmKindMain officeRegulatory assets, $BN (Form ADV)FiledBarFiling
1PathstoneMulti-familyEnglewood, NJ110.3ADV, Pathstone, filed March 31, 2026
2CressetMulti-familyChicago, IL78.9ADV, Cresset, filed August 13, 2026
3Bessemer TrustMulti-familyNew York, NY47.0ADV, Bessemer Trust, filed March 23, 2026
4Rockefeller Capital ManagementMulti-familyNew York, NY36.8ADV, Rockefeller Capital Management, filed March 31, 2026
5BBR PartnersMulti-familyNew York, NY36.5ADV, BBR Partners, filed July 30, 2026
6Wealthspire AdvisorsMulti-familyNew York, NY34.3ADV, Wealthspire Advisors, filed April 30, 2026
7AlTi Tiedemann GlobalMulti-familyNew York, NY31.0ADV, AlTi Tiedemann Global, filed July 10, 2026
81919 Investment CounselMulti-familyBaltimore, MD26.0ADV, 1919 Investment Counsel, filed August 27, 2026
9Offit Capital AdvisorsMulti-familyNew York, NY20.6ADV, Offit Capital Advisors, filed August 19, 2026
10Summit Trail AdvisorsMulti-familyNew York, NY19.9ADV, Summit Trail Advisors, filed September 4, 2026

Source: SEC Form ADV Item 5.F (filed Mar 2026 to Sep 2026), as ranked on Largest Family Offices in the United States, and each firm’s own site for its kind.

The ten are the top of the 101 US family offices on our lists that file Form ADV; all 355 are on Largest Family Offices in the United States.

No US regulator counts family offices

No US regulator publishes a full count. Under the SEC's family office rule, an office that serves one family need not register, so most never file. When it adopted the rule in , the SEC wrote that estimates of the number of family offices in the United States vary widely, from less than 1,000 to 5,000.

Source: SEC Release IA-3220, Family Offices, pages 38 and 39.

Rankings and studies

Rankings and studies with the month each was updated
StudyUpdated
Top 100 Private Equity Firms
EBITDA multiples by industry
The largest US private foundations
The largest US public pension funds
The largest US university endowments

Recent changes to the lists

Each change in a list's published rows, newest first.

The latest changes in the lists' published rows, with the date of each
ListWhat changedDate
Wealth Management Firms (RIAs) in New York1 firm added, 6 firms taken off, now 356
Wealth Management Firms (RIAs) in Chicago1 firm added, 1 firm taken off, now 220
Wealth Management Firms (RIAs) in Boston2 firms taken off, now 209
Wealth Management Firms (RIAs) in Philadelphia3 firms added, now 185
Wealth Management Firms (RIAs) in Dallas2 firms taken off, now 161
Wealth Management Firms (RIAs) in Washington DC3 firms added, 1 firm taken off, now 152
Wealth Management Firms (RIAs) in Atlanta1 firm added, 4 firms taken off, now 150
Wealth Management Firms (RIAs) in Minneapolis3 firms added, 1 firm taken off, now 142
Wealth Management Firms (RIAs) in Denver2 firms added, now 131
Wealth Management Firms (RIAs) in Phoenix1 firm taken off, now 102
Wealth Management Firms (RIAs) in Austin1 firm added, 4 firms taken off, now 83
Wealth Management Firms (RIAs) in Portland1 firm taken off, now 83
Wealth Management Firms (RIAs) in St. Louis3 firms taken off, now 81
Wealth Management Firms (RIAs) in Kansas City2 firms taken off, now 79
Wealth Management Firms (RIAs) in Tampa1 firm taken off, now 70
Wealth Management Firms (RIAs) in Baltimore2 firms added, 1 firm taken off, now 67
Wealth Management Firms (RIAs) in Charlotte1 firm added, now 65
Wealth Management Firms (RIAs) in Cincinnati1 firm added, 1 firm taken off, now 64
Wealth Management Firms (RIAs) in Columbus1 firm taken off, now 60
Wealth Management Firms (RIAs) in Cleveland2 firms added, 1 firm taken off, now 58
Wealth Management Firms (RIAs) in Nashville1 firm taken off, now 47
Wealth Management Firms (RIAs) in Miami1 firm taken off, now 43
Wealth Management Firms (RIAs) in San Antonio1 firm taken off, now 26
Venture Capital Firms in CaliforniaNew list of 708 firms
Private Equity Firms in CaliforniaNew list of 169 firms
Private Equity Firms in TexasNew list of 126 firms
Venture Capital Firms in Los AngelesNew list of 113 firms
Largest Private Equity Firms in EuropeNew list of 100 firms
Private Equity Firms in ConnecticutNew list of 67 firms
Venture Capital Firms in ChicagoNew list of 53 firms
Private Equity Firms in HoustonNew list of 37 firms
Private Equity Firms in CanadaNew list of 30 firms
Private Equity Firms in AustraliaNew list of 22 firms
Private Equity Firms in Hong KongNew list of 20 firms
Venture Capital Firms in DenverNew list of 20 firms
Private Equity Firms in DenverNew list of 18 firms
Private Equity Firms in SydneyNew list of 16 firms
Private Equity Firms in IndiaNew list of 15 firms
Private Equity Firms in NashvilleNew list of 15 firms
Private Equity Firms in MunichNew list of 14 firms
Private Equity Firms in MichiganNew list of 12 firms
Private Equity Firms in ClevelandNew list of 11 firms
Wealth Management Firms (RIAs) in New YorkNew list
Wealth Management Firms (RIAs) in ChicagoNew list
Wealth Management Firms (RIAs) in BostonNew list
Wealth Management Firms (RIAs) in PhiladelphiaNew list
Wealth Management Firms (RIAs) in DallasNew list
Wealth Management Firms (RIAs) in AtlantaNew list
Wealth Management Firms (RIAs) in Washington DCNew list
Wealth Management Firms (RIAs) in Los AngelesNew list of 141 firms
Wealth Management Firms (RIAs) in MinneapolisNew list
Private Credit FirmsNew list of 136 firms
Wealth Management Firms (RIAs) in DenverNew list
Wealth Management Firms (RIAs) in SeattleNew list of 118 firms
Wealth Management Firms (RIAs) in HoustonNew list of 115 firms
Wealth Management Firms (RIAs) in San DiegoNew list of 115 firms
Venture Capital Firms in EuropeNew list of 112 firms
Wealth Management Firms (RIAs) in PhoenixNew list
Largest Hedge FundsNew list of 100 firms
Largest Alternative Asset ManagersNew list of 100 firms
Largest Real Estate Private Equity FirmsNew list of 100 firms
Venture Capital Firms in FloridaNew list of 95 firms
Wealth Management Firms (RIAs) in Orange CountyNew list of 93 firms
Wealth Management Firms (RIAs) in San FranciscoNew list of 88 firms
Wealth Management Firms (RIAs) in AustinNew list
Wealth Management Firms (RIAs) in St. LouisNew list
Wealth Management Firms (RIAs) in PortlandNew list
Wealth Management Firms (RIAs) in Kansas CityNew list
Wealth Management Firms (RIAs) in TampaNew list
Wealth Management Firms (RIAs) in BaltimoreNew list
Wealth Management Firms (RIAs) in CincinnatiNew list
Wealth Management Firms (RIAs) in CharlotteNew list
Wealth Management Firms (RIAs) in IndianapolisNew list of 62 firms
Wealth Management Firms (RIAs) in ColumbusNew list
Wealth Management Firms (RIAs) in PittsburghNew list of 59 firms
Wealth Management Firms (RIAs) in ClevelandNew list
Venture Capital Firms in MiamiNew list of 56 firms
Wealth Management Firms (RIAs) in OrlandoNew list of 51 firms
Wealth Management Firms (RIAs) in NashvilleNew list
Venture Capital Firms in Washington DCNew list of 46 firms
Wealth Management Firms (RIAs) in MiamiNew list
Family Offices in EuropeNew list of 38 firms
Wealth Management Firms (RIAs) in SacramentoNew list of 38 firms
Venture Capital Firms in SeattleNew list of 34 firms
Private Equity Firms in AustinNew list of 27 firms
Wealth Management Firms (RIAs) in San AntonioNew list
Wealth Management Firms (RIAs) in Las VegasNew list of 26 firms
Venture Capital Firms in PhiladelphiaNew list of 25 firms
Venture Capital Firms in UtahNew list of 23 firms
Private Equity Firms in North CarolinaNew list of 20 firms
Venture Capital Firms in AtlantaNew list of 20 firms
Venture Capital Firms in DallasNew list of 15 firms
Private Equity Firms in CharlotteNew list of 14 firms
Private Equity Firms in MumbaiNew list of 12 firms
Family Offices in MontrealNew list of 11 firms
Private Equity Firms in MinnesotaNew list of 11 firms
Family Offices in MelbourneNew list of 10 firms
Private Equity Firms in New JerseyNew list of 10 firms
Private Equity Firms in St. LouisNew list of 10 firms
Largest Venture Capital FirmsRebuilt as the 100 largest venture capital firms by fund assets on Form ADV
Family Offices in New York1 office listed twice merged, now 191
Family Offices in New York1 firm taken off, now 191
Family Offices in Canada2 offices listed twice merged, now 66
PE Firms in Washington DC1 firm taken off, now 33
RIA Firms in the United States1 office listed twice merged, now 135
RIA Firms in the United States2 firms taken off, now 135
Sovereign Wealth Funds1 office listed twice merged, now 38
Investment Consultants1 office listed twice merged, now 34
Largest Family Offices in the United StatesNew list of 355 firms
Private Equity Firms in New YorkNew list of 346 firms
Venture Capital Firms in Silicon ValleyNew list of 300 firms
Venture Capital Firms in New YorkNew list of 272 firms
Venture Capital Firms in BostonNew list of 132 firms
Private Equity Firms in LondonNew list of 108 firms
Private Equity Firms in FloridaNew list of 86 firms
Private Equity Firms in DallasNew list of 84 firms
Private Equity Firms in San FranciscoNew list of 45 firms
Family Offices in the United KingdomNew list of 41 firms
Private Equity Firms in MiamiNew list of 37 firms
Private Equity Firms in SingaporeNew list of 26 firms
Private Equity Firms in TorontoNew list of 21 firms
Family Offices in MumbaiNew list of 13 firms
Family Offices in New YorkEvery firm labeled by its kind, all 191 kept
RIA Firms in the United StatesEvery firm labeled by its kind, all 135 kept
Family Offices in DubaiEvery firm labeled by its kind, all 52 kept
Family Offices in CaliforniaEvery firm labeled by its kind, all 49 kept
Insurance Companies in the United StatesEvery firm labeled by its kind, all 38 kept
PE Firms in Washington DCEvery firm labeled by its kind, all 33 kept
Family Offices in HoustonEvery firm labeled by its kind, all 28 kept
PE Firms in PhiladelphiaEvery firm labeled by its kind, all 28 kept
Family Offices in BostonEvery firm labeled by its kind, all 24 kept
VC Firms in San Francisco15 firms added from other lists, now 24; every firm labeled by its kind
Family Offices in TorontoEvery firm labeled by its kind, all 21 kept
Family Offices in SeattleEvery firm labeled by its kind, all 20 kept
Growth Equity FirmsEvery firm labeled by its kind, all 20 kept
Family Offices in AustinEvery firm labeled by its kind, all 17 kept
VC Firms in AustinEvery firm labeled by its kind, all 13 kept
PE Firms in Atlanta1 firm added from other lists, now 8; every firm labeled by its kind

Sources and scope

Who is listed
Firms on our 150 lists: family offices by city, state and country, private equity firms in 35 cities and states, venture capital firms in 18 places, wealth management firms in 34 cities, and investors by kind.
Counts
A total counts a firm on several lists once: our 150 lists name 8,806 firms, and our 46 family office lists (42 by city, state or country, 1 by region, 3 by kind) name 1,536. A list counts the firms it publishes.
Filings
6,979 of the 8,806 firms link their own SEC record, IRS return or register entry, 6,917 of them an SEC record. On the family office lists, 136 firms link an SEC record. On Single Family Offices in the World, 14 of 904 link a filing: an office that serves one family need not register. A filed figure is a firm’s regulatory assets on Form ADV Item 5.F, with the month filed.
Kinds
A multi-family office where the firm's own site or filing describes the family office service it gives several families; a single family office where it serves one.
Ranking
The ten are the top of the ranking on Largest Family Offices in the United States, which ranks the 101 US family offices on our lists that file Form ADV by their regulatory assets; each office’s kind is read from its own site or its filing.
Sources
Where a row links a source, it is the firm's own site or its SEC record, IRS return or entry on a public register. Each list is rechecked row by row when it is rebuilt.
Checked
Each list shows the later of the month it was last checked and the month its rows last changed. A place shows the earliest month among its lists. Counted .
Every figure, its source and its date
Sources and dates for this page
FigureWhere it comes fromAs of
150 lists; 8,806 firms counted once; 52 places; the firms on each list and each placeOur investor lists as published, each row counted once per list; a firm on several lists counted once by its SEC number, its website or its name2026-11-05
6,979 firms that link a public filing, 6,917 an SEC record; the filings per list, and the family offices with an SEC filing per placeThe links on each list's rows: SEC Form ADV records and EDGAR filings, IRS Form 990 returns, public registers2026-11-05
1,536 firms on the 46 family office lists (42 by city, state or country, 1 by region, 3 by kind); 136 of them link an SEC recordOur family office lists, a firm counted once; the SEC link on each row2026-11-05
Estimates of the number of family offices in the United States, from less than 1,000 to 5,000, when the SEC adopted the rule in 2011 (Release IA-3220, pages 38 and 39)SEC Release IA-3220, Family Offices (final rule of June 22, 2011), note 126 on page 39; the SEC's page for the rule, sec.gov/rules-regulations/2011/06/family-officesRead 2026-10-25
Regulatory assets and filing months of the 10 ranked; $110.3BN, $78.9BN, $47.0BN; 7 ranked with a main office in New YorkSEC Form ADV Part 1A Item 5.F, as printed on Largest Family Offices in the United States2026-10-30
The kind of each ranked firmEach firm’s own website, or its Form ADV legal name, as read for Largest Family Offices in the United States2026-10-30
The month each list was last checked or its rows last changedEach list's own last-checked date, and the date of its latest change in published rowsApril 2026 to November 2026
The 9 largest place lists drawn on the atlas and their 745 family officesOur family office place lists, largest first by family offices2026-11-05
The changes in the lists' published rows, with their datesEach list’s published rows at the launch of October 30, 2026: the lists new that day, and the rows merged or taken off the other lists that day2026-10-30
A family office that serves one family need not registerSEC family office rule, 17 CFR 275.202(a)(11)(G)-1, on the eCFR (ecfr.gov, title 17, part 275)In force since 2011; read 2026-10-25
Study titles and update monthsEach study's own page2026-11-02