49 family offices are on this list, 21 are multi-family offices, 14 are wealth managers, 13 are single family offices and 1 is of another kind, in 30 places. The largest group is in Newport Beach, with 7.
None of them report assets in a public filing. Most family offices manage their own capital and need not register with a regulator, so the list leads with what each states about itself.
Updated . Rechecked quarterly; next check . Filings searched .
Who the 49 are
Multi-family offices21
Wealth managers14
Single family offices13
Real estate investor1
Kind of each, from its own website, checked October 2026.
Family offices listedList of October 2026
49
Multi-family officesKind from each office's own site
21
Wealth managersKind from each office's own site
14
Single family officesKind from each office's own site
13
PlacesMost in Newport Beach (7)
30
Leaders beyond the ranking
Figures the main ranking does not compare: most active in private offerings.
Most active in private offeringsPrivate offering notices filed to by funds and vehicles named for the office.
A to Z, with each office's regulatory assets, private funds, listed stocks and fund offerings, each with a pin to its filing; offices with no figure show the interests they state on their own sites.
Wealth manager, Napa, CA.Detail and sources for 5T Wealth
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: 5T Wealth, LLC (CRD 112552), registered adviser, filed , Napa, CA.
A wealth management firm serving individuals and families seeking long-term financial security through integrated investment management, wealth planning, family office services, and endowment and foundation advisory. Based in Napa, California, the firm provides institutional resources with a personal advisory approach.
Interests, from its website: Investment Management,Wealth Planning,Family Office Services,Endowments.
Files: no federal filing found.
No figure on fileInvestment Management,Wealth Planning,Family Office Services,Endowments
Wealth manager, Newport Beach, CA.Detail and sources for Aionios Capital Partners
No Form ADV found by website, name or identifier.
A Newport Beach-based wealth management and family office services firm providing advisory services to multiple clients. The firm offers personalized wealth management solutions from its offices at 5000 Birch Street, Newport Beach.
Interests, from its website: Wealth Management,Family Office Services.
Files: no federal filing found.
No figure on fileWealth Management,Family Office Services
Wealth manager, Hermosa Beach, CA.Detail and sources for Aldrich Wealth
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Aldrich Wealth, Limited Partnership (CRD 147200), registered adviser, filed , Lake Oswego, OR.
A registered investment advisor providing integrated wealth management services including investment management, financial planning, tax advisory, and estate planning to high-net-worth individuals, business owners, physicians, and families. The firm operates under the wealthadvisors.com domain with offices across the western US including San Diego, Carlsbad, and Portland.
Multi-family office, Santa Barbara, CA.Detail and sources for Ariadne Wealth Management
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Ariadne Wealth Management, LP (CRD 170999), registered adviser, filed , Santa Barbara, CA.
A Santa Barbara-based wealth management firm focused on growing and protecting wealth for its clients. The firm provides advisory services to multiple clients with a personalized approach to wealth management and financial planning.
Interests, from its website: Wealth Management,Wealth Protection.
Files: no federal filing found.
No figure on fileWealth Management,Wealth Protection
Multi-family office, El Dorado Hills, CA.Detail and sources for Arrowroot Family Office
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Arrowroot Family Office, LLC (CRD 168744), registered adviser, filed , Marina Del Rey, CA.
A registered investment adviser providing comprehensive financial solutions to affluent families and entrepreneurs across multiple generations, with services spanning wealth management, investment management, retirement planning, tax planning, and estate planning. Led by its CEO, the employee-owned firm operates with no account minimums across offices in California, Virginia, Michigan, and Washington.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Investment Management,Tax Planning,Estate Planning,Family Governance.
Files: no federal filing found.
No figure on fileInvestment Management,Tax Planning,Estate Planning,Family Governance
Wealth manager, Menlo Park, CA. Wealth Planning,Investment Management,Tax Planning,Estate Planning.Detail and sources for Aspiriant
No Form ADV found by website, name or identifier.
5 private offering notices since October 2024 by 1 fund or vehicle named for the office, latest by Aspiriant Holdings, LLC, as the notice names it.
Possible match by name only, not counted: Aspiriant, LLC (CRD 146720), registered adviser, filed , Los Angeles, CA.
An independent, employee-owned wealth management firm serving high-net-worth families and individuals with $17 billion in assets under management across ten US locations. The firm provides comprehensive financial planning, investment management, tax planning, and estate planning through a multi-family office model with a globally diversified, value-oriented investment approach.
States $17BN on its own website (as read April 2026); not filed with the SEC, so not ranked.
Also on RIA Firms in the United States.
Interests, from its website: Wealth Planning,Investment Management,Tax Planning,Estate Planning.
Files: Form D notices of funds named for it.
Not an adviser on file
5
BC
B1 Capital Partners
Single family office, Lake Forest, CA.Detail and sources for B1 Capital Partners
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
The US-based single-family office of Peru's Brescia Cafferata family, founded in 2017 to manage the diversified fortune derived from Grupo Breca's mining, banking, and real estate interests. Previously known as BC Finco Advisors, B1 Capital Partners deploys capital across venture capital, growth equity, and buyout opportunities from its Lake Forest headquarters.
Sectors: Mining, Banking, Real Estate, Venture Capital.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Venture capital, growth equity, and buyouts across private markets.
Files: no federal filing found.
No figure on fileVenture capital, growth equity, and buyouts across private markets
Real estate investor, Newport Beach, CA.Detail and sources for Beverly Park Group
No Form ADV found by website, name or identifier.
Originally formed to manage a west coast family office's real estate portfolio, Beverly Park Group focuses on real assets that produce immediate cash flow and optimal capital preservation. BPG employs a value investing strategy, acquiring assets that are undervalued, underutilized, or mismanaged, then creating appreciation through better operational management. The firm sources deals directly and off-market, selectively managing capital for institutional and private investors.
Sectors: Commercial Real Estate, Private Equity.
Interests, from its website: Real assets, commercial real estate, and value-add investing.
Files: no federal filing found.
No figure on fileReal assets, commercial real estate, and value-add investing
Single family office, Los Gatos, CA.Detail and sources for Blink Impact
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
An international single-family office of impact and technology professionals based in Amsterdam with a California presence. Blink Impact manages projects aimed at catalyzing systemic change across impact investing and technology sectors, focused on positive environmental and social outcomes.
Sectors: Impact, Technology.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Impact Investing, Technology.
Wealth manager, Irvine, CA.Detail and sources for Blue Trust
No Form ADV found by website, name or identifier.
A wealth management and fiduciary advisory firm combining financial expertise with biblical wisdom, serving over 11,000 individuals and families with $62 billion in assets under management across more than 20 US cities. The firm provides comprehensive financial planning, investment management, trust and estate services, and family office solutions with specialized services for athletes, entertainers, and nonprofits.
States $62BN on its own website (as read April 2026); not filed with the SEC, so not ranked.
Also on RIA Firms in the United States.
Files: no federal filing found.
No figure on fileFinancial Planning,Investment Management,Trust Services,Philanthropic
BC
BluePointe Capital Management
Multi-family office, Foster City, CA.Detail and sources for BluePointe Capital Management
No Form ADV found by website, name or identifier.
A wealth management firm providing comprehensive advisory services to entrepreneurs, VC/PE professionals, executives, and family offices through a four-phase engagement approach including investment planning, estate planning, and portfolio review. The firm has partnered with Lido Advisors and operates from Menlo Park, California.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Investment Planning,Estate Planning,Family Office Services.
Files: no federal filing found.
No figure on fileInvestment Planning,Estate Planning,Family Office Services
Wealth manager, San Mateo, CA.Detail and sources for Brickley Wealth Management
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Brickley Wealth Management (CRD 287487), registered adviser, filed , San Mateo, CA.
A combined CPA and financial advisory firm founded in 2020 offering integrated wealth management, tax planning, and investment strategy services to tech workers, executives, and business owners in California. The firm emphasizes a single team managing finances, investments, and taxes together from its San Mateo headquarters.
Sectors: Technology.
Interests, from its website: Wealth Management,Tax Planning,Investment Strategy.
Files: no federal filing found.
No figure on fileWealth Management,Tax Planning,Investment Strategy
Single family office, Palo Alto, CA.Detail and sources for C.M. Capital Corporation
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
C.M. Capital has provided investment management to the Cha Family and affiliated companies since 1969, managing real estate and alternative assets through its subsidiary C.M. Capital Advisors established in 2007. Part of the Cha Group, a Hong Kong-based conglomerate, CMC focuses on real estate, venture capital, PE, and hedge funds with over 45 years of investment management experience. Based in Silicon Valley.
Sectors: Real Estate, Technology, Textiles, Manufacturing, Financial Services.
Interests, from its website: Real Estate, Alternative Assets, Venture Capital.
Files: no federal filing found.
No figure on fileReal Estate, Alternative Assets, Venture Capital
Multi-family office, Palo Alto, CA.Detail and sources for Catalyst Family Office
No Form ADV found by website, name or identifier.
An innovative multi-family office serving ultra-affluent families in Silicon Valley for over 25 years, founded as a successor to myCFO operations and led by its managing partner. The firm provides comprehensive wealth management including tax planning, estate strategy, philanthropy, and lifestyle management through fully integrated advisory teams from its Mountain View headquarters.
Interests, from its website: Tax Planning,Estate Planning,Philanthropy,Lifestyle Management.
Files: no federal filing found.
No figure on fileTax Planning,Estate Planning,Philanthropy,Lifestyle Management
Multi-family office, Santa Barbara, CA.Detail and sources for Certis Capital Management
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Certis Capital Management, Inc. (CRD 144290), registered adviser, filed , Santa Barbara, CA.
An independent family office founded in 2005 for a California Central Valley family, now serving select multi-family relationships of $20M and above. Certis manages about $28M in discretionary and $156M in non-discretionary assets as of December 2024. The senior team spans equity and fixed income management, PE, venture capital, real estate analysis, estate planning, and generational wealth transfer. Based in downtown Santa Barbara.
Interests: Portfolio management, private equity, real estate, and family office services.
Sectors: Private Equity, Real Estate, Venture Capital.
States $184MM on its own website (as read April 2026); not filed with the SEC, so not ranked.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Files: no federal filing found.
No figure on filePortfolio management, private equity, real estate
Multi-family office, Manhattan Beach, CA. Main office North Palm Beach, FL; not in the totals. Family Office Services,Wealth Management,Tax Strategies,Alternative.Detail and sources for Certuity
Form ADV of Certuity, LLC (CRD 129505), SEC registered adviser, filed , main office North Palm Beach, FL: regulatory assets $3.3BN; 27 private funds, $781MM gross; 35 employees.
Tied to this row by its own website, which the adviser lists in Item 1.I of its Form ADV.
Main office North Palm Beach, FL; shown but not counted in the totals, charts or boards.
Listed stocks, Form 13F-HR of Certuity, LLC, quarter ended , filed : 674 holdings, $2.0BN.
An industry-ranked wealth management firm operating as both a multifamily office and registered investment advisor, founded in 2014 to serve entrepreneurs, business leaders, and high-net-worth families with independent, fiduciary financial guidance. The firm offers family office services, tax strategies, alternative investments, legacy planning, and outsourced CIO services.
Interests: Family Office Services,Wealth Management,Tax Strategies,Alternative Investments.
Single family office, Pasadena, CA.Detail and sources for Cherng Family Trust
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
The multi-generational family office of the Cherng family, founders of Panda Express and Panda Restaurant Group. Established in 2001, the trust pursues a family-owned, long-term, flexible approach to wealth management through direct PE and fund investments across all industries alongside active real estate operations spanning retail, office, industrial, hospitality, and multi-family.
Sectors: Real Estate, Private Equity.
Interests, from its website: Wealth Management, Real Estate, Private Equity, Philanthropy.
Files: no federal filing found.
No figure on fileWealth Management, Real Estate, Private Equity, Philanthropy
Multi-family office, La Jolla, CA.Detail and sources for CoastEdge Partners
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: CoastEdge Partners, LLC (CRD 149685), registered adviser, filed , San Diego, CA.
A registered investment advisory firm providing customized investment management for high-net-worth investors and institutions, integrating comprehensive wealth advisory with access to institutional alternative investments. Managing partners invest alongside clients on the same terms, emphasizing alignment and transparency.
Multi-family office, Santa Barbara, CA.Detail and sources for Cresset
No Form ADV found by website, name or identifier.
A multi-family office and private wealth management firm founded in 2013, managing over $250B+ in assets under management and administration for entrepreneurs, CEO founders, and ultra-high-net-worth families across 23 US offices. The firm provides comprehensive family office services, wealth management, trust services, and business exit planning as a fiduciary advisor.
Interests: Family Office Services,Wealth Management,Exit Planning,Entrepreneur Advisory.
States $250BN+ on its own website (as read April 2026); not filed with the SEC, so not ranked.
Files: no federal filing found.
No figure on fileFamily Office Services,Wealth Management,Exit Planning,Entrepreneur
Multi-family office, Roseville, CA.Detail and sources for DCA Family Office
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: DCA Family Office, LLC (CRD 322047), registered adviser, filed , Roseville, CA.
A multi-family office serving successful multi-generational families with investment strategy, tax-efficient approaches, and legacy planning, positioning itself as offering institutional quality services without the institutional complexity. The firm emphasizes personalized service for affluent families seeking sophisticated guidance.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Investment Strategy,Tax Optimization,Legacy Planning.
Files: no federal filing found.
No figure on fileInvestment Strategy,Tax Optimization,Legacy Planning
G
Genrich
Multi-family office, Anaheim Hills.Detail and sources for Genrich
No Form ADV found by website, name or identifier.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Files: no federal filing found.
No figure on fileKind as first listed: its own website did not confirm it when read October 30, 2026.
GF
Good Family
Single family office, Lake Forest, CA.Detail and sources for Good Family
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
Good Family is a Lake Forest-based single-family office managing about $100M in assets across diversified holdings. The firm keeps a low public profile consistent with its single-family structure.
Sectors: Diversified.
States $100MM on its own website (as read April 2026); not filed with the SEC, so not ranked.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Diversified investments.
Wealth manager, Mill Valley, CA.Detail and sources for Gordian Wealth Advisors
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Gordian Wealth Advisors, LLC (CRD 281775), registered adviser, filed , Mill Valley, CA.
An SEC-registered investment advisor offering bespoke investment portfolios and comprehensive wealth management services to multiple high-net-worth families, with expertise in risk mitigation and diversification strategies for clients with concentrated positions. The firm operates from Mill Valley and Palm Desert, California, primarily serving the San Francisco Bay Area and Coachella Valley.
Multi-family office, Palos Verdes Peninsula, CA. Main office Englewood, NJ; not in the totals. Investment Advisory,Family Office Services,Wealth Management.Detail and sources for Hall Capital Partners (now Pathstone)
Form ADV of Pathstone Family Office, LLC (CRD 151736), SEC registered adviser, filed , main office Englewood, NJ: regulatory assets $110.3BN; 161 private funds, $13.7BN gross; 704 employees.
Tied to this row by its own website, which the adviser lists in Item 1.I of its Form ADV.
Main office Englewood, NJ; shown but not counted in the totals, charts or boards.
A wealth management firm formerly operating as Hall Capital Partners that has merged into Pathstone, a multi-family office providing comprehensive investment advisory and family office services to ultra-high-net-worth families. The combined firm serves multiple client families with sophisticated investment management and family governance services.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Investment Advisory,Family Office Services,Wealth Management.
Wealth manager, Foster City, CA. Wealth Management,Investment Advisory,Family Office Services.Detail and sources for IEQ Capital
No Form ADV found by website, name or identifier.
23 private offering notices since October 2024 by 19 funds and vehicles named for the office, latest by IEQ Capital Access Fund - SLPE, L.P., as the notice names it.
Possible match by name only, not counted: IEQ Capital, LLC (CRD 301819), registered adviser, filed , Foster City, CA.
A wealth management and investment advisory firm serving multiple clients in the San Francisco Bay Area with a personalized approach to high-net-worth financial management. The firm provides family office-oriented services from its Foster City, California offices.
Interests, from its website: Wealth Management,Investment Advisory,Family Office Services.
Multi-family office, Menlo Park, CA.Detail and sources for Jasper Ridge Partners
No Form ADV found by website, name or identifier.
A Menlo Park-based multi-family office and asset management firm serving ultra-high-net-worth families with comprehensive investment advisory and family office services across multiple asset classes. The firm focuses on long-term capital preservation and growth for its client families.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Investment Advisory,Asset Management,Family Office Services.
Files: no federal filing found.
No figure on fileInvestment Advisory,Asset Management,Family Office Services
Wealth manager, Tustin, CA.Detail and sources for Lido Advisors
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Lido Advisors, LLC (CRD 269866), registered adviser, filed , Los Angeles, CA.
A private wealth management firm with $42.5 billion in regulatory assets under management, led by its CEO, providing holistic advisory services including financial and estate planning, investment management, tax consulting, and trust services across 40+ offices nationwide. Named among Barron's Top 100 RIA Firms and Forbes' best-in-state wealth advisors.
States $42.5BN on its own website (as read April 2026); not filed with the SEC, so not ranked.
Also on RIA Firms in the United States.
Interests, from its website: Financial Planning,Investment Management,Tax Consulting,Trust Services.
Files: no federal filing found.
No figure on fileFinancial Planning,Investment Management,Tax Consulting,Trust Services
MC
Manchester Capital Management
Multi-family office, Santa Barbara, CA.Detail and sources for Manchester Capital Management
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Manchester Capital Management LLC (CRD 110003), registered adviser, filed , Manchester, VT.
A Santa Barbara-based multi-family office providing comprehensive investment management, financial planning, and family office services to multiple high-net-worth families and institutions. The firm operates under both manchestercapital.com and mcmllc.com domains.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Investment Management,Financial Planning,Family Office Services.
Files: no federal filing found.
No figure on fileInvestment Management,Financial Planning,Family Office Services
Wealth manager, Palo Alto, CA.Detail and sources for Mercer Advisors
No Form ADV found by website, name or identifier.
A national wealth management firm and registered investment advisor ranked #1 by Barron's, managing $98 billion in assets across 110+ regional offices. Founded in 1985, the firm provides comprehensive financial planning, investment management, tax, and estate services through a multi-family office model.
States $98BN on its own website (as read April 2026); not filed with the SEC, so not ranked.
Also on RIA Firms in the United States.
Interests, from its website: Wealth Management,Financial Planning,Tax Planning,Estate Planning.
Files: no federal filing found.
No figure on fileWealth Management,Financial Planning,Tax Planning,Estate Planning
MF
Meyer Family Enterprises
Single family office, Oakville, CA.Detail and sources for Meyer Family Enterprises
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
The Meyer family are impact investors, philanthropists, farmers, and winegrowers committed to regeneration in Napa Valley. The organization focuses on ventures and projects supporting planetary and societal regeneration, combining wine production with impact investing and charitable initiatives.
Sectors: Wine/Agriculture, Impact Investing.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Impact Investing, Philanthropy, Regenerative Agriculture.
Files: no federal filing found.
No figure on fileImpact Investing, Philanthropy, Regenerative Agriculture
Single family office, Marin County, CA.Detail and sources for Neva Capital Management
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
A multigenerational family office established in 2009 providing tax and estate planning, asset allocation, and management of direct investments across real estate, securities, PE, and lending. The portfolio includes residential and multifamily real estate development, trust deed mortgages, public securities, and early and growth-stage private companies.
Sectors: Real Estate, Private Equity, Financial Services.
Interests, from its website: Tax and Estate Planning, Asset Allocation, Direct Investments.
Files: no federal filing found.
No figure on fileTax and Estate Planning, Asset Allocation, Direct Investments
Single family office, Santa Barbara, CA.Detail and sources for Nexxus Holdings
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
Nexxus Holdings, funded by its founder, takes a long-term, fundamentals-based approach to investing in both public and private companies. The firm focuses on businesses using technology to create efficiencies, making both minority and control investments across public and private markets.
Sectors: Technology.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Technology Investing, Public and Private Equity.
Files: no federal filing found.
No figure on fileTechnology Investing, Public and Private Equity
Multi-family office, Westlake Village, CA.Detail and sources for One Capital Management
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: One Capital Management, LLC (CRD 114861), registered adviser, filed , Westlake Village, CA.
A private wealth management company founded in 2001 with $8.4 billion in assets under management, serving individuals, families, and institutions across the US and Canada through multiple business segments including private client, family, sports, and public safety advisory groups. The firm provides client-centric investment management focused on the unique financial circumstances of each client.
States $8.4BN on its own website (as read April 2026); not filed with the SEC, so not ranked.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Private Wealth Management,Investment Management.
Files: no federal filing found.
No figure on filePrivate Wealth Management,Investment Management
Multi-family office, Dana Point, CA.Detail and sources for Optivest
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Optivest, Inc. (CRD 137070), registered adviser, filed , San Juan Capistrano, CA.
Optivest manages about $320M across discretionary and non-discretionary assets as of December 2024. Now led by its president and CEO, the firm serves select individuals and families in Southern California with true wealth management through its OptiPlan process, coordinating investments, estate planning, tax planning, and concierge-level family office services including art collection management and lifestyle coordination.
Interests: Multi-generational wealth planning, investments, estate planning, and tax coordination.
Sectors: Real Estate, Investments, Estate Planning.
States $320MM on its own website (as read April 2026); not filed with the SEC, so not ranked.
Files: no federal filing found.
No figure on fileMulti-generational wealth planning, investments, estate planning
Wealth manager, Fremont, CA.Detail and sources for Osborne Partners
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Osborne Partners Capital Management LLC (CRD 108100), registered adviser, filed , San Francisco, CA.
An SEC-registered investment advisor founded in 1937 managing over $2 billion in assets across offices in San Francisco and Silicon Valley, offering sophisticated investment management and active financial planning to ultra-high-net-worth individuals, institutions, and foundations. The employee-owned firm provides global equities, fixed income, and family office services with 24+ investment professionals averaging 24 years of experience.
States $2BN on its own website (as read April 2026); not filed with the SEC, so not ranked.
Interests, from its website: Investment Management,Financial Planning,Family Office Services.
Files: no federal filing found.
No figure on fileInvestment Management,Financial Planning,Family Office Services
Multi-family office, Menlo Park, CA.Detail and sources for Oval Partners
No Form ADV found by website, name or identifier.
A multifamily office investment firm providing liquidity, growth capital, and acquisition funding to founders of growing businesses, combining the capabilities of a private equity firm with the mentality and time frame of a private holding company. The California-based firm focuses on founder-owned businesses seeking strategic and financial value enhancement.
Interests, from its website: Growth Capital,Acquisition Funding,Liquidity Solutions.
Files: no federal filing found.
No figure on fileGrowth Capital,Acquisition Funding,Liquidity Solutions
Wealth manager, Newport Beach, CA. Alternative investment strategies for family offices.Detail and sources for Provenio Capital
No Form ADV found by website, name or identifier.
1 private offering notice since October 2024 by 1 fund or vehicle named for the office, latest by Provenio Capital Insurance Fund Series Interests of the SALI Multi-Series Fund, L.P., as the notice names it.
Possible match by name only, not counted: Provenio Capital Management LLC (CRD 333009), registered adviser, filed , Newport Beach, CA.
Founded in 2016 by a former family office CIO and a veteran insurance and planning specialist, Provenio Capital provides process-driven access to alternative investment strategies across hedge funds, PE, venture capital, real estate, and direct deals. The firm serves entrepreneurs, family offices, and UHNW individuals with flexible, tax-efficient strategies spanning both traditional and alternative allocations.
Interests: Alternative investment strategies for family offices and UHNW individuals.
Sectors: Hedge Funds, Private Equity, Venture Capital, Real Estate.
Wealth manager, Santa Rosa, CA.Detail and sources for Robertson Stephens Wealth Management
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Robertson Stephens Wealth Management, LLC (CRD 289977), registered adviser, filed , San Francisco, CA.
An independent fiduciary registered investment advisor providing wealth planning, investment management, and digital advisory solutions to multiple clients across 14 states. The firm emphasizes institutional-quality investments and visionary life planning with recognition including FA Magazine's 50 Fastest Growing RIAs.
Interests, from its website: Wealth Planning,Investment Management,Financial Planning.
Files: no federal filing found.
No figure on fileWealth Planning,Investment Management,Financial Planning
Single family office, Menlo Park, CA.Detail and sources for S-Cubed Capital
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
A diversified investment holding company and family office with global interests across technology, financial asset management, sports management, agribusiness, philanthropy, and real estate. Based in Menlo Park, the firm pursues direct investments and partnerships with leading investment managers across its broad portfolio.
Sectors: Technology, Financial Services, Sports, Agribusiness, Real Estate.
Interests, from its website: Diversified Investing, Technology, Real Estate, Agribusiness.
Files: no federal filing found.
No figure on fileDiversified Investing, Technology, Real Estate, Agribusiness
Multi-family office, Menlo Park, CA.Detail and sources for Sequoia Heritage (HRTG Partners)
No Form ADV found by website, name or identifier.
A San Francisco Bay Area-based multi-family office investment partnership that empowers its partners with flexible long-term capital to pursue their goals, led by two principals. The firm operates as an investment partnership managed by a professional team spanning operations, legal, finance, and investment functions.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Long-Term Capital,Investment Advisory.
Files: no federal filing found.
No figure on fileLong-Term Capital,Investment Advisory
Wealth manager, Newport Beach, CA.Detail and sources for Tarbox Family Office
No Form ADV found by website, name or identifier.
Possible match by name only, not counted: Tarbox Family Office, Inc. (CRD 106079), registered adviser, filed , Newport Beach, CA.
Tarbox manages over $1B for about 100 client families. A fee-only registered investment advisor founded in 1985, the firm provides full financial planning, investment management, and sophisticated estate and tax strategies. Active in PE and private real estate. Fully independent with no product sales or commission structures. Offices in Newport Beach and Scottsdale.
Interests: Fee-only wealth management, financial planning, private equity, and real estate.
Sectors: Private Equity, Real Estate, Financial Planning.
States $1BN+ on its own website (as read April 2026); not filed with the SEC, so not ranked.
Files: no federal filing found.
No figure on fileFee-only wealth management, financial planning, private equity
Single family office, Newport Beach, CA.Detail and sources for Tarsadia Investments
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
Tarsadia makes high-conviction investments of $5-75M across multiple stages and asset classes in category-defining companies globally. A multibillion-dollar private investment firm founded in 1976, it combines permanent capital with institutional-scale execution. The management team brings 25+ years of experience as developers, operators, and investors in hospitality real estate and net leases. Offices in Newport Beach and New York.
Interests: Healthcare, life sciences, financial services, fintech, real estate, and technology.
Sectors: Healthcare, Life Sciences, Financial Services, FinTech, Real Estate, Technology.
States $2BN+ on its own website (as read April 2026); not filed with the SEC, so not ranked.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Files: no federal filing found.
No figure on fileHealthcare, life sciences, financial services, fintech, real estate
Single family office, Long Beach, CA.Detail and sources for Theta X Capital
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
A closely held private family investment fund established in 2009 that invests through market long-short synthetics and provides investment education via derivatives-based approaches. The fund operates from Long Beach, California with a focused strategy around options and derivatives.
Interests, from its website: Derivatives Trading, Long-Short Strategies.
Files: no federal filing found.
No figure on fileDerivatives Trading, Long-Short Strategies
Single family office, Orange County, CA.Detail and sources for True Family Enterprises
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
Led by its principal, this privately held family office invests across clean energy, infrastructure, real estate, media, fashion, and consumer goods through direct portfolio company ownership and tribal partnerships. Operating businesses include Jet Bank, Volume Studios, and the family's namesake fine jewelry brand alongside infrastructure and tribal energy projects.
Sectors: Clean Energy, Infrastructure, Real Estate, Media, Fashion, Consumer Goods.
Kind as first listed: its own website did not confirm it when read October 30, 2026.
Interests, from its website: Diversified Investing, Clean Energy, Infrastructure, Real Estate.
Files: no federal filing found.
No figure on fileDiversified Investing, Clean Energy, Infrastructure, Real Estate
Single family office, Newport Beach, CA.Detail and sources for Watson Family Investments
No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser.
Watson Family Investments has deployed roughly $2.5B across 25 companies over 20 years in aerospace, defense, and industrial manufacturing. Founded by two members of the Watson family, the firm targets control equity investments, corporate carve-outs, and growth capital in companies with $20-100M revenue and $3-10M EBITDA.
Multi-family office, Newport Beach, CA.Detail and sources for Whittier Trust
No Form ADV found by website, name or identifier.
The oldest multifamily office headquartered on the West Coast with over 35 years of experience, providing private wealth management services including investment management, trust and estate planning, family office services, real estate management, and philanthropic services. The firm operates from Pasadena with additional offices in West Los Angeles and Newport Beach and maintains a 99% client retention rate.
No figure on fileInvestment Management,Trust Services,Estate Planning,Real Estate
The first 30 are shown here; find, a kind or a size shows every match.
No row matches. Clear the find field or choose All.
Assets are the regulatory assets in the adviser's latest Form ADV (solid bar; grey when the office is not in the totals; hatched when an exempt adviser reports only its funds). Listed stocks are the US listed securities a firm reports each quarter; fund offerings count the private offering notices of funds named for the office in two years. Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.
Most family offices here publish no figure, so the list leads with their own words
Four findings from the list itself.
49
family offices are on this list: 21 are multi-family offices, 14 are wealth managers, 13 are single family offices and 1 is of another kind.
Kind of each, from its own website
7
are in Newport Beach, the most of any place on the list; Menlo Park 5, Santa Barbara 5, Palo Alto 3.
Place of each, as listed
46
of the 49 state their interests on their own sites; each row gives them in the office's own words.
Each office's own website
2
of the 49 report assets in a public filing; an office that manages one family's money need not register as an adviser.
No regulator publishes a count. This list holds 49: 21 are multi-family offices, 14 are wealth managers, 13 are single family offices and 1 is of another kind; most are in Newport Beach (7).
How do you start a relationship with family offices in California?
Each office on this page links to its own website, and each figure carries a pin that opens the public filing it comes from. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.
49 family offices, 21 are multi-family offices, 14 are wealth managers, 13 are single family offices and 1 is of another kind, as researched for this list; no row leaves the list.
Ranking rule
No ranking: fewer than three offices on this list report regulatory assets in a public filing, so the list runs A to Z.
Our arithmetic
Counts of kinds and places are counts of the rows as listed.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its 13F report or of the latest private offering notice (Form D). The pin's label names the source and its date.
What we searched
On we searched every office by its website against the websites advisers list on Form ADV, by the CRD the list cites, by name for Form ADV, and by every CIK found for 13F reports, and searched private offering notices for funds named for it. Of the 49, 2 report on a current Form ADV, 1 file 13F reports (1 for a 2026 quarter with a value), 3 have funds named for them in private offering notices, and 20 more show a possible match by name only in their detail, not counted. An office that serves one family need not register (17 CFR 275.202(a)(11)(G)-1).
Words
Kinds and interests are each office's own, from its website. No person names are shown.
Sources and dates
Figure
Source
Period, read
Assets, private funds, client types, main office, employees