Largest Family Offices in the United States
355 US family offices are on this list, and 101 of them file regulatory assets with the SEC. Pathstone, based in Englewood, NJ, files the most: $110.3BN on Form ADV, filed in .
Only 3 of the 257 single family offices file, because an office that serves one family need not register; Wildcat Capital Management files the most of them, $4.1BN (May 2026). The other 98 filers are multi-family offices, whose figures include their client families' assets.
Updated . Rechecked monthly. Single family offices from our published lists, checked to .
US family offices on this list by state of main office: New York 61, California 57, Texas 51, Florida 38, Illinois 32, Colorado 19, Georgia 14, Connecticut 11, Massachusetts 10, Pennsylvania 10, New Jersey 8, North Carolina 8, Washington 8, Arizona 5, Ohio 3, Tennessee 3, Maryland 2, Missouri 2, Alabama 1, Arkansas 1, Iowa 1, Kansas 1, Louisiana 1, Michigan 1, New Hampshire 1, Oregon 1, South Carolina 1, South Dakota 1, Utah 1, Virginia 1, Washington DC 1.
- New York61
- California57
- Texas51
- Florida38
- Illinois32
- Colorado19
- Also: Georgia 14; Connecticut 11; Massachusetts and Pennsylvania 10; New Jersey, North Carolina and Washington 8; Arizona 5; Ohio and Tennessee 3; Maryland and Missouri 2; one each in 13 more.
- Also: 28 more states, each a choice in the State filter over the list.
One mark per office: files Form ADV; no filing. Each state filters the list.
Main office from Form ADV or our published lists. Source: SEC Form ADV, adviser file of .
The 101 US family offices that file with the SEC, ranked by regulatory assets
Among the 98 multi-family offices, Pathstone, Cresset and Bessemer Trust file $236.2BN between them, 38% of the group's $624.9BN. Of all 101, 49 file $1BN or more, and the median files $954MM.
A multi-family office manages several families' money, so its figure includes client assets. Rockefeller Capital Management's figure is that of Rockefeller & Co. LLC; a second adviser under the same business name, Rockefeller Financial LLC, files $99.6BN (), not added.
The bars share one scale; a bar too short to see is drawn at a small fixed length, and the figure beside it is exact. Figures under $0.1BN show two decimals. Kind is the firm's own word for itself, on its site or in its Form ADV name. ADV links to the firm's SEC record. A firm's name opens its row in the full list.
Source: SEC Form ADV, filings January to September 2026, adviser file of .
Worldwide: Largest Family Offices in the World, Multi-Family Offices in the World, Single Family Offices in the World
All 355 US family offices on this list
Filter
Kind
State
A to Z. Under each name, the city and state of its main office; Regulatory assets is the latest Form ADV figure, and filers show the month they filed. The State filter shows one state's offices.
| Firm | Kind | Regulatory assets | Filings | More |
|---|---|---|---|---|
| 13th Floor CapitalMiami, FL | Single family | Site of 13th Floor Capital, 13fc.com | ||
| 1776 WealthSandy Springs, GA | Multi-family | $391MM | ADV, filed 2026-03-30 | More on 1776 WealthOn its own site: “To be the premier multi-family office for entrepreneurs and executives” (read ). Files Form ADV as 1776 Wealth LLC. Its SEC-registered adviser reports $391MM in regulatory assets on Form ADV (). |
| 1919 Investment CounselBaltimore, MD | Multi-family | $26.0BN | ADV, filed 2026-08-27 | More on 1919 Investment CounselOn its own site: “At 1919, we are your family office” (read ). Files Form ADV as 1919 Investment Counsel, LLC. Its SEC-registered adviser reports $26.0BN in regulatory assets on Form ADV (). |
| 1932 Capital ManagementCamden, NJ | Single family | Site of 1932 Capital Management, 1932capital.com | ||
| 2MDallas, TX | Single family | Site of 2M, 2m.com | ||
| Aceana GroupMiami, FL | Single family | Site of Aceana Group, aceanagroup.com | ||
| Across Asset ManagementHouston, TX | Single family | Site of Across Asset Management, across-asset.com | ||
| ACTIV8 Family OfficeMcLean, VA | Multi-family | $1.5BN | ADV, filed 2026-08-03 | More on ACTIV8 Family OfficeFiles Form ADV as ACTIV8 Family Office LLC. Its SEC-registered adviser reports $1.5BN in regulatory assets on Form ADV (). |
| Adi Family OfficeDallas, TX | Single family | Site of Adi Family Office, adifamily.com | ||
| Agman PartnersChicago, IL | Single family | Site of Agman Partners, agmanpartners.com | ||
| Alander ManagementMillerton, NY | Single family | More on Alander ManagementOn its own site: “Alander Management, LLC is a single-family office” (read ). | ||
| Alliance Global FinanceNew York, NY | Single family | More on Alliance Global FinanceOn its own site: “Alliance is a family office that makes direct late stage venture capital or early stage private equity investments in cleantech” (read ). | ||
| Allié Family OfficeMiami, FL | Multi-family | $1.3BN | ADV, filed 2026-03-25 | More on Allié Family OfficeFiles Form ADV as Allie Family Office LLC. Its SEC-registered adviser reports $1.3BN in regulatory assets on Form ADV (). |
| Alpha Capital Family OfficeGreenwood Village, CO | Multi-family | $296MM | ADV, filed 2026-09-22 | More on Alpha Capital Family OfficeFiles Form ADV as Alpha Capital Family Office, LLC. Its SEC-registered adviser reports $296MM in regulatory assets on Form ADV (). |
| Alpha Square GroupNew York, NY | Single family | $1.6BN | ADV, filed 2026-08-13 | More on Alpha Square GroupOn its own site: “Our family office is committed to building long-lasting, trusted relationships” (read ). Files Form ADV as Alpha Square Group S, LLC. Its SEC-registered adviser reports $1.6BN in regulatory assets on Form ADV (). |
| AlTi Tiedemann GlobalNew York, NY | Multi-family | $31.0BN | ADV, filed 2026-07-10 | More on AlTi Tiedemann GlobalOn its own site: “we tailor family office services that bring clarity and simplicity to daily life” (read ). Files Form ADV as Tiedemann Advisors, LLC. Its SEC-registered adviser reports $31.0BN in regulatory assets on Form ADV (). |
| Ambina PartnersGreenwich, CT | Single family | Site of Ambina Partners, ambina.com | ||
| Angeles Family OfficeSanta Monica, CA | Multi-family | $182MM | ADV, filed 2026-08-26 | More on Angeles Family OfficeFiles Form ADV as Angeles Family Office, LLC. Its SEC-registered adviser reports $182MM in regulatory assets on Form ADV (). Listed from its SEC EDGAR filings; no site of its own on file. |
| Armory CapitalChampaign, IL | Single family | Site of Armory Capital, armorycap.com | ||
| Arrowroot Family OfficeMarina del Rey, CA | Multi-family | $431MM | ADV, filed 2026-03-30 | More on Arrowroot Family OfficeFiles Form ADV as Arrowroot Family Office, LLC. Its SEC-registered adviser reports $431MM in regulatory assets on Form ADV (). |
| Arthur M. Blank Family OfficeAtlanta, GA | Single family | Site of Arthur M. Blank Family Office, blankfamilyofbusinesses.com | ||
| ATM Capital PartnersNew York, NY | Single family | More on ATM Capital PartnersOn its own site: “a small family office focused on investment in real assets in the US” (read ). | ||
| Aurelius Family OfficeBedford, NH | Multi-family | $315MM | ADV, filed 2026-09-30 | More on Aurelius Family OfficeFiles Form ADV as Aurelius Family Office, LLC. Its SEC-registered adviser reports $315MM in regulatory assets on Form ADV (). |
| Aviano VenturesNaples, FL | Single family | Site of Aviano Ventures, avianoventures.com | ||
| Bagnols Family Office Investment PartnersNew York, NY | Single family | Site of Bagnols Family Office Investment Partners, bagnolsfamilyofficeinvestmentpartners.com | ||
| Ballast Point CapitalTampa, FL | Single family | Site of Ballast Point Capital, ballastpointcapital.com | ||
| Ballentine PartnersWaltham, MA | Multi-family | $15.3BN | ADV, filed 2026-09-23 | More on Ballentine PartnersOn its own site: “Ballentine Partners is an independent multi-family office” (read ). Files Form ADV as Ballentine Partners, LLC. Its SEC-registered adviser reports $15.3BN in regulatory assets on Form ADV (). |
| Barshop VenturesSan Antonio, TX | Single family | Site of Barshop Ventures, barshopventures.com | ||
| Baruch Future VenturesSan Francisco, CA | Single family | Site of Baruch Future Ventures, baruch.vc | ||
| Baseline Capital GroupAtlanta, GA | Single family | Site of Baseline Capital Group, baselinecapitalgroup.com | ||
| BBR PartnersNew York, NY | Multi-family | $36.5BN | ADV, filed 2026-07-30 | More on BBR PartnersOn its own site: “founded in 2000 as an independent, fee-only multi-family office” (read ). Files Form ADV as BBR Partners, LLC. Its SEC-registered adviser reports $36.5BN in regulatory assets on Form ADV (). |
| Beamonte InvestmentsNew York, NY | Single family | More on Beamonte InvestmentsOn its own site: “Beamonte Investments is a single-family office founded in 2000” (read ). | ||
| Belfer ManagementNew York, NY | Single family | More on Belfer ManagementOn its own site: “a family office affiliated with the Belfer family in New York City” (read ). | ||
| Beninvest & AssociatesNew York, NY | Single family | More on Beninvest & AssociatesOn its own site: “At the family office we are only involved with Alternative Investments” (read ). | ||
| Berggruen HoldingsLos Angeles, CA | Single family | Site of Berggruen Holdings, berggruenholdings.com | ||
| Berwind CorporationPhiladelphia, PA | Single family | Site of Berwind Corporation, berwind.com | ||
| Bessemer TrustNew York, NY | Multi-family | $47.0BN | ADV, filed 2026-03-23 | More on Bessemer TrustOn its own site: “Bessemer Trust: A preeminent multifamily office” (read ). Files Form ADV as Bessemer Investment Management LLC. Its SEC-registered adviser reports $47.0BN in regulatory assets on Form ADV (). |
| Beverly CapitalPark City, UT | Single family | Site of Beverly Capital, beverly-capital.com | ||
| Bezos ExpeditionsSeattle, WA | Single family | Site of Bezos Expeditions, bezosexpeditions.com | ||
| Big Plan HoldingsLos Angeles, CA | Single family | Site of Big Plan Holdings, bigplanholdings.com | ||
| BigSur PartnersMiami, FL | Multi-family | $1.3BN | ADV, filed 2026-03-23 | More on BigSur PartnersOn its own site: “Family Office | BigSur Partners” (its home page title, read ). Files Form ADV as BigSur Wealth Management, LLC. Its SEC-registered adviser reports $1.3BN in regulatory assets on Form ADV (). |
| Biltmore Family OfficeCharlotte, NC | Multi-family | $3.5BN | ADV, filed 2026-03-23 | More on Biltmore Family OfficeFiles Form ADV as Biltmore Family Office, LLC. Its SEC-registered adviser reports $3.5BN in regulatory assets on Form ADV (). |
| BLG Capital AdvisorsChicago, IL | Single family | Site of BLG Capital Advisors, blgcap.com | ||
| Blink ImpactLos Gatos, CA | Single family | Site of Blink Impact, blinkimpact.com | ||
| Blue Haven InitiativeBoston, MA | Single family | Site of Blue Haven Initiative, bluehaveninitiative.com | ||
| BlueGreen Capital ManagementSummit, NJ | Single family | Site of BlueGreen Capital Management, bluegreencap.com | ||
| BMO Family OfficeChicago, IL | Multi-family | $10.0BN | ADV, filed 2026-01-28 | More on BMO Family OfficeFiles Form ADV as BMO Family Office, LLC. Its SEC-registered adviser reports $10.0BN in regulatory assets on Form ADV (). uswealth.bmo.com/our-services/bmo-family-office-wealth-owners |
| Bodnar Investment GroupNashville, TN | Single family | Site of Bodnar Investment Group, bodnargroup.com | ||
| Bondy CapitalChicago, IL | Single family | Site of Bondy Capital, bondycapital.com | ||
| Boston Family AdvisorsBoston, MA | Multi-family | $330MM | ADV, filed 2026-03-19 | More on Boston Family AdvisorsOn its own site: “BFA Family Offices offers the optionality to design your Family Office around the core needs of your family” (read ). Files Form ADV as Boston Family Advisors LLC. Its SEC-registered adviser reports $330MM in regulatory assets on Form ADV (). |
| Boston Family OfficeBoston, MA | Multi-family | $2.0BN | ADV, filed 2026-03-02 | More on Boston Family OfficeFiles Form ADV as Boston Family Office LLC. Its SEC-registered adviser reports $2.0BN in regulatory assets on Form ADV (). |
| BrainvestMiami, FL | Multi-family | $691MM | ADV, filed 2026-04-27 | More on BrainvestOn its own site: “We are a Global Independent Multi-Family Office” (read ). Files Form ADV as Brainvest Wealth Management LLC. Its SEC-registered adviser reports $691MM in regulatory assets on Form ADV (). |
| Bravia CapitalNew York, NY | Single family | More on Bravia CapitalOn its own site: “a privately held, independent single-family office” (read ). | ||
| Breedlove CapitalDenver, CO | Single family | Site of Breedlove Capital, breedlovecapital.com | ||
| Bridge VenturesChicago, IL | Single family | Site of Bridge Ventures, bridgeventures.com | ||
| Bridger Growth PartnersAtlanta, GA | Single family | Site of Bridger Growth Partners, bridgergrowth.com | ||
| Bright EquitiesLewisville, TX | Single family | Site of Bright Equities, brightequities.com | ||
| BT Family OfficeAtlanta, GA | Multi-family | $4.0BN | ADV, filed 2026-03-19 | More on BT Family OfficeFiles Form ADV as BT Family Office, LLC. Its SEC-registered adviser reports $4.0BN in regulatory assets on Form ADV (). |
| Builders VisionChicago, IL | Single family | Site of Builders Vision, buildersvision.com | ||
| Bulletproof CapitalChicago, IL | Single family | Site of Bulletproof Capital, bulletproof-capital.com | ||
| C.M. Capital CorporationPalo Alto, CA | Single family | Site of C.M. Capital Corporation, ccapital.com | ||
| Cabot-WellingtonBoston, MA | Single family | Site of Cabot-Wellington, cabotwellington.com | ||
| cadence.capitalAustin, TX | Single family | Site of cadence.capital, cadence.capital | ||
| Caldicot CapitalPalo Alto, CA | Single family | Site of Caldicot Capital, caldicotcapital.com | ||
| Callan Family OfficeRadnor, PA | Multi-family | $10.2BN | ADV, filed 2026-03-30 | More on Callan Family OfficeFiles Form ADV as Callan Family Office, LLC. Its SEC-registered adviser reports $10.2BN in regulatory assets on Form ADV (). |
| CAM CapitalNew York, NY | Single family | More on CAM CapitalOn its own site: “CAM Capital is a single-family office based in New York City” (read ). | ||
| CAMAC InternationalHouston, TX | Single family | Site of CAMAC International, camac.com | ||
| Cambient Family OfficeAda, MI | Multi-family | $858MM | ADV, filed 2026-07-16 | More on Cambient Family OfficeFiles Form ADV as Cambient Family Office, LLC. Its SEC-registered adviser reports $858MM in regulatory assets on Form ADV (). |
| Cameron Holdings CorporationSan Diego, CA | Single family | Site of Cameron Holdings Corporation, cameron-holdings.com | ||
| Camp Lake CapitalChicago, IL | Single family | Site of Camp Lake Capital, camplakecapital.com | ||
| Capitol Family OfficeBeaverton, OR | Multi-family | $136MM | ADV, filed 2026-03-25 | More on Capitol Family OfficeFiles Form ADV as Capitol Family Office, Inc. Its SEC-registered adviser reports $136MM in regulatory assets on Form ADV (). |
| Cascade InvestmentKirkland, WA | Single family | Site of Cascade Investment, cascadeinvestment.com | ||
| Cayside PartnersJupiter, FL | Multi-family | $438MM | ADV, filed 2026-09-24 | More on Cayside PartnersOn its own site: “Cayside Partners is a multi-family office and investment firm” (read ). Files Form ADV as Cayside Partners, LLC. Its SEC-registered adviser reports $438MM in regulatory assets on Form ADV (). |
| CED1 InvestmentsDenver, CO | Single family | Site of CED1 Investments, ced1investments.com | ||
| CertuityNorth Palm Beach, FL | Multi-family | $3.3BN | ADV, filed 2026-04-30 | More on CertuityOn its own site: “Certuity is an industry-ranked wealth management firm and multifamily office for entrepreneurs” (read ). Files Form ADV as Certuity, LLC. Its SEC-registered adviser reports $3.3BN in regulatory assets on Form ADV (). |
| CFT Capital PartnersLos Angeles, CA | Single family | Site of CFT Capital Partners, cftcapitalpartners.com | ||
| CGT Capital GroupAustin, TX | Single family | Site of CGT Capital Group, cgtholdingsllc.com | ||
| Chaifetz GroupChicago, IL | Single family | Site of Chaifetz Group, chaifetzgroup.com | ||
| Cherner CapitalNew York, NY | Single family | More on Cherner CapitalOn its own site: “a multi-generational real estate-focused investment firm & family office” (read ). | ||
| Cherng Family TrustPasadena, CA | Single family | Site of Cherng Family Trust, cherngfamilytrust.com | ||
| Cherry Creek Family OfficesDenver, CO | Multi-family | $2.0BN | ADV, filed 2026-02-24 | More on Cherry Creek Family OfficesFiles Form ADV as Cherry Creek Family Offices, LLC. Its SEC-registered adviser reports $2.0BN in regulatory assets on Form ADV (). |
| Christopher Investment CompanyAustin, TX | Single family | Site of Christopher Investment Company, christopherinv.com | ||
| Chronos Capital AdvisorsMiami, FL | Multi-family | $181MM | ADV, filed 2026-03-11 | More on Chronos Capital AdvisorsOn its own site: “Independent Multi Family office” (its home page title, read ). Files Form ADV as Chronos Capital Advisors LLC. Its SEC-registered adviser reports $181MM in regulatory assets on Form ADV (). |
| Class VI Family OfficeDenver, CO | Multi-family | $1.5BN | ADV, filed 2026-02-11 | More on Class VI Family OfficeFiles Form ADV as Class VI Family Office, LLC. Its SEC-registered adviser reports $1.5BN in regulatory assets on Form ADV (). |
| CNTR CapitalDenver, CO | Single family | Site of CNTR Capital, cntrcapital.com | ||
| Collective Family OfficeYork, PA | Multi-family | $533MM | ADV, filed 2026-07-08 | More on Collective Family OfficeFiles Form ADV as Collective Family Office, LLC. Its SEC-registered adviser reports $533MM in regulatory assets on Form ADV (). |
| Colony Family OfficesCharlotte, NC | Multi-family | $3.4BN | ADV, filed 2026-08-10 | More on Colony Family OfficesFiles Form ADV as Colony Family Offices, LLC. Its SEC-registered adviser reports $3.4BN in regulatory assets on Form ADV (). |
| Colton Capital PartnersHouston, TX | Single family | Site of Colton Capital Partners, coltoncap.com | ||
| Compound Family OfficesSarasota, FL | Multi-family | $541MM | ADV, filed 2026-04-23 | More on Compound Family OfficesFiles Form ADV as Compound Family Offices, LLC. Its SEC-registered adviser reports $541MM in regulatory assets on Form ADV (). |
| Concentric Equity PartnersChicago, IL | Single family | Site of Concentric Equity Partners, ficcep.com | ||
| Copper Beech CapitalDallas, TX | Single family | Site of Copper Beech Capital, cbcap.com | ||
| Cornerstone HoldingsGreenwood Village, CO | Single family | Site of Cornerstone Holdings, cstoneholdings.com | ||
| Coughlin CapitalSt. Louis, MO | Single family | Site of Coughlin Capital, coughlincapital.com | ||
| Council Ring CapitalChicago, IL | Single family | Site of Council Ring Capital, councilringcap.com | ||
| Covepoint Capital AdvisorsNew York, NY | Single family | More on Covepoint Capital AdvisorsOn its own site: “Covepoint is a family office” (read ). | ||
| CressetChicago, IL | Multi-family | $78.9BN | ADV, filed 2026-08-13 | More on CressetOn its own site: “an independent family office firm” (read ). Files Form ADV as Cresset Asset Management, LLC. Its SEC-registered adviser reports $78.9BN in regulatory assets on Form ADV (). |
| Crosstown Management GroupSan Francisco, CA | Single family | Site of Crosstown Management Group, crosstownmg.com | ||
| CS Family OfficeNew York, NY | Single family | Site of CS Family Office, csfamilyoffice.org | ||
| Cudlob CapitalMiami, FL | Single family | Site of Cudlob Capital, cudlob.com | ||
| CulbroNew York, NY | Single family | More on CulbroOn its own site: “The family office has been an active investor in all classes of investments” (read ). | ||
| Culper Capital PartnersCloster, NJ | Single family | Site of Culper Capital Partners, culpercapital.com | ||
| CV AdvisorsAventura, FL | Multi-family | $15.1BN | ADV, filed 2026-04-23 | More on CV AdvisorsOn its own site: “CV Advisors, LLC is a Multi-family office based in Miami” (read ). Files Form ADV as CV Advisors LLC. Its SEC-registered adviser reports $15.1BN in regulatory assets on Form ADV (). |
| Dalio Family OfficeWestport, CT | Single family | Site of Dalio Family Office, daliophilanthropies.org | ||
| Darco CapitalPhiladelphia, PA | Single family | Site of Darco Capital, darcocapital.com | ||
| DCA Family OfficeRoseville, CA | Multi-family | $120MM | ADV, filed 2026-03-30 | More on DCA Family OfficeFiles Form ADV as DCA Family Office, LLC. Its SEC-registered adviser reports $120MM in regulatory assets on Form ADV (). |
| Demira Gate InvestmentsNew York, NY | Single family | More on Demira Gate InvestmentsOn its own site: “Private Family Office Investment” (its page title, read ). | ||
| Destiny Family OfficeTavares, FL | Multi-family | $605MM | ADV, filed 2026-09-16 | More on Destiny Family OfficeFiles Form ADV as Destiny Family Office, LLC. Its SEC-registered adviser reports $605MM in regulatory assets on Form ADV (). |
| DNS CapitalChicago, IL | Single family | Site of DNS Capital, dnscap.com | ||
| Dolby Family VenturesSan Francisco, CA | Single family | Site of Dolby Family Ventures, dolbyventures.com | ||
| DOM Capital GroupChicago, IL | Single family | Site of DOM Capital Group, domcapitalgroup.com | ||
| Double Eagle Family OfficesFort Worth, TX | Multi-family | $1.4BN | ADV, filed 2026-06-22 | More on Double Eagle Family OfficesFiles Form ADV as Double Eagle Family Offices, LLC. Its SEC-registered adviser reports $1.4BN in regulatory assets on Form ADV (). Listed from its SEC EDGAR filings; no site of its own on file. |
| Dozer CapitalCharlotte, NC | Single family | Site of Dozer Capital, dozercapital.com | ||
| DRA Family OfficeSan Diego, CA | Single family | Site of DRA Family Office, drafamilyoffice.com | ||
| Draco Ova HoldingsSan Francisco, CA | Single family | Site of Draco Ova Holdings, dracoova.com | ||
| Duchossois Capital ManagementChicago, IL | Single family | Site of Duchossois Capital Management, duch.com | ||
| Eagle Bay Family OfficeNew York, NY | Multi-family | $681MM | ADV, filed 2026-04-15 | More on Eagle Bay Family OfficeFiles Form ADV as Eagle Bay Advisors LLC. Its SEC-registered adviser reports $681MM in regulatory assets on Form ADV (). |
| Egan Legacy PartnersHopkinton, MA | Single family | Site of Egan Legacy Partners, eganlegacypartners.com | ||
| Element Pointe Family OfficeMiami, FL | Multi-family | $1.2BN | ADV, filed 2026-07-30 | More on Element Pointe Family OfficeFiles Form ADV as Element Pointe Advisors, LLC. Its SEC-registered adviser reports $1.2BN in regulatory assets on Form ADV (). |
| Eleven Capital ManagementNew York, NY | Single family | More on Eleven Capital ManagementOn its own site: “the wealth manager and direct private investment arm of Grassy Creek LLC, a first-generation single-family office” (read ). | ||
| Emerson CollectiveSan Francisco, CA | Single family | Site of Emerson Collective, emersoncollective.com | ||
| Enclave AdvisorsAustin, TX | Multi-family | $1.1BN | ADV, filed 2026-04-01 | More on Enclave AdvisorsOn its own site: “Enclave in 2012 as a private, multi-family investment office” (read ). Files Form ADV as Enclave Advisors, LLC. Its SEC-registered adviser reports $1.1BN in regulatory assets on Form ADV (). |
| Ennovance GroupPhiladelphia, PA | Single family | Site of Ennovance Group, ennovance.com | ||
| Entrepreneur PartnersPhiladelphia, PA | Single family | Site of Entrepreneur Partners, entrepreneurpartners.com | ||
| ERAS HoldingsSan Francisco, CA | Single family | Site of ERAS Holdings, eras-holdings.com | ||
| Essex Gate VenturesAtlanta, GA | Single family | Site of Essex Gate Ventures, essexgate.com | ||
| Eton AdvisorsChapel Hill, NC | Multi-family | $1.9BN | ADV, filed 2026-08-14 | More on Eton AdvisorsOn its own site: “A multi-family office delivering integrated investment, planning, and family office services” (read ). Files Form ADV as Eton Advisors Group, LLC. Its SEC-registered adviser reports $1.9BN in regulatory assets on Form ADV (). |
| Excellent CapitalNewport Beach, CA | Single family | Site of Excellent Capital, excellent-capital.com | ||
| Exceptional Wealth & Family OfficeColorado Springs, CO | Multi-family | $292MM | ADV, filed 2026-07-10 | More on Exceptional Wealth & Family OfficeFiles Form ADV as Ec Ventures V LLC. Its SEC-registered adviser reports $292MM in regulatory assets on Form ADV (). |
| Family Office Investment AdvisoryScottsdale, AZ | Multi-family | $220MM | ADV, filed 2026-09-18 | More on Family Office Investment AdvisoryFiles Form ADV as Family Office Investment Advisory LLC. Its SEC-registered adviser reports $220MM in regulatory assets on Form ADV (). Listed from its SEC EDGAR filings; no site of its own on file. |
| Family Office ResearchBethesda, MD | Multi-family | $648MM | ADV, filed 2026-03-19 | More on Family Office ResearchFiles Form ADV as Family Office Research, LLC. Its SEC-registered adviser reports $648MM in regulatory assets on Form ADV (). |
| Fiduciary Family OfficeBoca Raton, FL | Multi-family | $748MM | ADV, filed 2026-03-11 | More on Fiduciary Family OfficeFiles Form ADV as Fiduciary Family Office, LLC. Its SEC-registered adviser reports $748MM in regulatory assets on Form ADV (). |
| Fiduciary Management GroupNew York, NY | Multi-family | $71MM | ADV, filed 2026-03-04 | More on Fiduciary Management GroupOn its own site: “We are a boutique Family Office operation dedicated to servicing the financial and business needs of wealthy people” (read ). Files Form ADV as Fiduciary Management Group, LLC. Its SEC-registered adviser reports $71MM in regulatory assets on Form ADV (). |
| Fifth Avenue Family OfficeNaples, FL | Multi-family | $1.4BN | ADV, filed 2026-03-16 | More on Fifth Avenue Family OfficeFiles Form ADV as Fifth Avenue Family Office LLC. Its SEC-registered adviser reports $1.4BN in regulatory assets on Form ADV (). |
| Financial Gravity Family Office ServicesLakeway, TX | Multi-family | $590MM | ADV, filed 2026-01-12 | More on Financial Gravity Family Office ServicesFiles Form ADV as Financial Gravity Family Office Services, LLC. Its SEC-registered adviser reports $590MM in regulatory assets on Form ADV (). Listed from its SEC EDGAR filings; no site of its own on file. |
| Finger Interests, Ltd.Houston, TX | Single family | Site of Finger Interests, Ltd., fingerinterests.com | ||
| Five Eleven PartnersGarden City, NY | Multi-family | $163MM | ADV, filed 2026-07-07 | More on Five Eleven PartnersFiles Form ADV as Five Eleven Family Office LLC. Its SEC-registered adviser reports $163MM in regulatory assets on Form ADV (). |
| Five Points Family VenturesSt. Petersburg, FL | Single family | Site of Five Points Family Ventures, fivepointsfv.com | ||
| FloracLos Angeles, CA | Single family | Site of Florac, florac.com | ||
| Fort Ashford FundsLos Angeles, CA | Single family | Site of Fort Ashford Funds, fortashford.com | ||
| Fortitude Family OfficeScottsdale, AZ | Multi-family | $1.3BN | ADV, filed 2026-09-23 | More on Fortitude Family OfficeFiles Form ADV as Fortitude Family Office, LLC. Its SEC-registered adviser reports $1.3BN in regulatory assets on Form ADV (). |
| Forty Four HoldingsNew York, NY | Single family | More on Forty Four HoldingsOn its own site: “the single-family investment office of” an individual (read ). | ||
| Founders Family OfficeMiami, FL | Multi-family | $1.1BN | ADV, filed 2026-03-26 | More on Founders Family OfficeFiles Form ADV as Adamo Capital Family Office LLC. Its SEC-registered adviser reports $1.1BN in regulatory assets on Form ADV (). |
| Freedom Family OfficeJupiter, FL | Multi-family | $162MM | ADV, filed 2026-04-30 | More on Freedom Family OfficeFiles Form ADV as Freedom Family Office, LLC. Its SEC-registered adviser reports $162MM in regulatory assets on Form ADV (). |
| Fremont GroupSan Francisco, CA | Single family | Site of Fremont Group, fremontgroup.com | ||
| Furtherance, A Family PartnershipAustin, TX | Single family | Site of Furtherance, A Family Partnership, furtheranceafp.com | ||
| G. Scott Capital PartnersDarien, CT | Single family | Site of G. Scott Capital Partners, scottcap.com | ||
| Gart Capital PartnersDenver, CO | Single family | Site of Gart Capital Partners, gartco.com | ||
| Gates Capital PartnersDenver, CO | Single family | Site of Gates Capital Partners, gatescapital.net | ||
| GEA CapitalAtlanta, GA | Single family | Site of GEA Capital, geacapitalco.com | ||
| Generations WealthCincinnati, OH | Multi-family | $308MM | ADV, filed 2026-03-30 | More on Generations WealthOn its own site: “Generations Wealth is an independent multi-family office” (read ). Files Form ADV as Generations Wealth, LLC. Its SEC-registered adviser reports $308MM in regulatory assets on Form ADV (). |
| Global Realty CapitalNew York, NY | Single family | More on Global Realty CapitalOn its own site: “We are a privately controlled single family office dedicated to serving our family’s wealth” (read ). | ||
| Globe CorporationChicago, IL | Single family | Site of Globe Corporation, globecor.com | ||
| Gonzalez Family OfficePalm Beach, FL | Single family | Site of Gonzalez Family Office, gonzalezfamilyoffice.com | ||
| Graham Capital GroupSeattle, WA | Single family | Site of Graham Capital Group, grahamcapitalgroup.com | ||
| Greenwood GearhartFayetteville, AR | Multi-family | $2.0BN | ADV, filed 2026-07-24 | More on Greenwood GearhartOn its own site: “Greenwood Gearhart is a comprehensive wealth management and multi-family office investment firm” (read ). Files Form ADV as Greenwood Gearhart, LLC. Its SEC-registered adviser reports $2.0BN in regulatory assets on Form ADV (). |
| Gupta Capital GroupDallas, TX | Single family | Site of Gupta Capital Group, guptacapitalgroup.com | ||
| Hall Capital HoldingsFlorida | Single family | Site of Hall Capital Holdings, hallcapitalllc.com | ||
| Hamershlag PrivateHouston, TX | Single family | Site of Hamershlag Private, hamershlagprivate.com | ||
| Harron VenturesFrazer, PA | Single family | Site of Harron Ventures, harron.com | ||
| Heritage Family OfficesScottsdale, AZ | Multi-family | $423MM | ADV, filed 2026-03-10 | More on Heritage Family OfficesFiles Form ADV as Heritage Family Offices, LLP. Its SEC-registered adviser reports $423MM in regulatory assets on Form ADV (). |
| Heritage Growth PartnersAtlanta, GA | Single family | Site of Heritage Growth Partners, heritagegrowth.com | ||
| Hersh Family InvestmentsDallas, TX | Single family | Site of Hersh Family Investments, hershfi.com | ||
| HIGHLINE GROUPDenver, CO | Single family | Site of HIGHLINE GROUP, highlinegroupco.com | ||
| Hoban Family OfficeSeattle, WA | Single family | Site of Hoban Family Office, hobanfamilyoffice.com | ||
| Horowitz GroupNewport Beach, CA | Single family | Site of Horowitz Group, horowitzgroup.com | ||
| Hudson Capital GroupFort Lauderdale, FL | Single family | Site of Hudson Capital Group, hudsoncapital.com | ||
| ImmeasurableLos Angeles, CA | Single family | Site of Immeasurable, immeasurable.com | ||
| Independent Family OfficeAlbany, NY | Multi-family | $760MM | ADV, filed 2026-04-21 | More on Independent Family OfficeFiles Form ADV as Independent Family Office, LLC. Its SEC-registered adviser reports $760MM in regulatory assets on Form ADV (). |
| Infinitive CapitalNew York, NY | Single family | More on Infinitive CapitalOn its own site: “Infinitive Capital is a family office” (read ). | ||
| Inflection CapitalLos Angeles, CA | Single family | Site of Inflection Capital, inflection-capital.com | ||
| Isaac Capital GroupSan Diego, CA | Single family | Site of Isaac Capital Group, isaac.com | ||
| JD ParamountNew York, NY | Single family | More on JD ParamountOn its own site: “JD Paramount is a family office headquartered in NYC” (read ). | ||
| JFG Family OfficeDenver, CO | Multi-family | $4.5BN | ADV, filed 2026-05-04 | More on JFG Family OfficeFiles Form ADV as Johnson Financial Group LLC. Its SEC-registered adviser reports $4.5BN in regulatory assets on Form ADV (). |
| JMC Family OfficeNew York, NY | Single family | More on JMC Family OfficeOn its own site: “A single family office committed to building lasting growth through direct investment in operating companies” (read ). | ||
| Jumana CapitalHouston, TX | Single family | Site of Jumana Capital, jumanacapital.com | ||
| Karlin Asset ManagementLos Angeles, CA | Single family | Site of Karlin Asset Management, karlinam.com | ||
| Kensington Investment CompanyBoston, MA | Single family | Site of Kensington Investment Company, kicboston.com | ||
| KG Funds ManagementNew York, NY | Single family | More on KG Funds ManagementOn its own site: “currently operates as the family office of” an individual (read ). | ||
| Kidd & CompanyOld Greenwich, CT | Single family | Site of Kidd & Company, kiddcompany.com | ||
| Killam InvestementsLaredo, TX | Single family | Site of Killam Investements, killamco.com | ||
| Knell Family Office (KCB Management)Pasadena, CA | Single family | Site of Knell Family Office (KCB Management), kcbpem.com | ||
| LaboraDallas, TX | Single family | Site of Labora, labora.com | ||
| Laird Norton CompanySeattle, WA | Single family | Site of Laird Norton Company, lairdnorton.com | ||
| Lauder PartnersSan Francisco, CA | Single family | Site of Lauder Partners, lauderpartners.com | ||
| LBCWPhiladelphia, PA | Single family | Site of LBCW, lbcw.net | ||
| LCM GroupDallas, TX | Single family | Site of LCM Group, lcmgroup.com | ||
| Lead Lap EnterprisesChicago, IL | Single family | Site of Lead Lap Enterprises, leadlapllc.com | ||
| Leaf Capital PartnersNew York, NY | Single family | More on Leaf Capital PartnersOn its own site: “Leaf Capital Partners is a single-family investment office with over 40 years of experience” (read ). | ||
| Legacy Bridge Private Family OfficesWest Des Moines, IA | Multi-family | $426MM | ADV, filed 2026-03-18 | More on Legacy Bridge Private Family OfficesFiles Form ADV as Legacy Bridge, LLC. Its SEC-registered adviser reports $426MM in regulatory assets on Form ADV (). |
| Leo Capital ManagementHackensack, NJ | Single family | Site of Leo Capital Management, leocapitalmanagement.com | ||
| Lepercq GroupNew York, NY | Single family | $764MM | ADV, filed 2026-03-26 | More on Lepercq GroupOn its own site: “a privately held investment firm that seeks to compound its family capital” (read ). Files Form ADV as Lepercq de Neuflize Asset Management LLC. Its SEC-registered adviser reports $764MM in regulatory assets on Form ADV (). |
| Levine PropertiesCharlotte, NC | Single family | Site of Levine Properties, levineproperties.com | ||
| Liberty GroupFlorida | Single family | Site of Liberty Group, libertyg.com | ||
| Lindell InvestmentsTampa, FL | Single family | Site of Lindell Investments, lindellinvestments.com | ||
| Littlejohn CapitalAustin, TX | Single family | Site of Littlejohn Capital, littlejohncapital.com | ||
| Longwall Family OfficeWestport, CT | Multi-family | $428MM | ADV, filed 2026-07-23 | More on Longwall Family OfficeFiles Form ADV as Longwall Investment Partners, LLC. Its SEC-registered adviser reports $428MM in regulatory assets on Form ADV (). |
| Lynch HoldingsDallas, TX | Single family | Site of Lynch Holdings, lynchholdings.com | ||
| M4 InvestingTampa, FL | Single family | Site of M4 Investing, m4investing.com | ||
| Malkin HoldingsNew York, NY | Single family | More on Malkin HoldingsOn its own site: “Malkin Holdings is a New York-based family office” (read ). | ||
| Malloy and CompanyLa Jolla, CA | Single family | Site of Malloy and Company, malloyandco.com | ||
| Manhattan Five PartnersNew York, NY | Single family | More on Manhattan Five PartnersOn its own site: “A Leading and Diversified Real Estate Family Office” (read ). | ||
| Mark Cuban CompaniesDallas, TX | Single family | Site of Mark Cuban Companies, markcubancompanies.com | ||
| Martin VenturesNashville, TN | Single family | Site of Martin Ventures, martinventures.com | ||
| Matter Family OfficeSt. Louis, MO | Multi-family | $3.8BN | ADV, filed 2026-07-21 | More on Matter Family OfficeFiles Form ADV as Matter, LLC. Its SEC-registered adviser reports $3.8BN in regulatory assets on Form ADV (). |
| McCombs PartnersSan Antonio, TX | Single family | Site of McCombs Partners, mccombsenterprises.com | ||
| McCullen CapitalBoston, MA | Single family | Site of McCullen Capital, mccullencapital.com | ||
| McNair InterestsHouston, TX | Single family | Site of McNair Interests, mcnair.com | ||
| Medley PartnersSan Francisco, CA | Single family | Site of Medley Partners, medleyp.com | ||
| Meyer and Co.New York, NY | Single family | More on Meyer and Co.On its own site: “is a family office and investment management company” (read ). | ||
| Meyer Family EnterprisesOakville, CA | Single family | |||
| MFO VenturesFlorida | Single family | Site of MFO Ventures, mfoventures.com | ||
| Miami Family OfficeMiami, FL | Single family | Site of Miami Family Office, themiamifamilyoffice.com | ||
| MJS InvestorsSeattle, WA | Single family | Site of MJS Investors, mjsinvestors.com | ||
| Monfort CompaniesColorado | Single family | Site of Monfort Companies, monfortcompanies.com | ||
| Morgan Brook CapitalDenver, CO | Single family | Site of Morgan Brook Capital, morganbrookcapital.com | ||
| Mountview PartnersHouston, TX | Single family | Site of Mountview Partners, mountviewpartners.com | ||
| MPG Equity PartnersChicago, IL | Single family | Site of MPG Equity Partners, mpgequity.com | ||
| MSD Capital (Dell family)New York, NY | Single family | More on MSD Capital (Dell family)On its own site: “the family investment office of” an individual “and his family” (read ). | ||
| N3 CapitalLos Angeles, CA | Single family | Site of N3 Capital, n3cap.com | ||
| Nashville Capital GroupBrentwood, TN | Single family | Site of Nashville Capital Group, nashvillecap.com | ||
| Nebula CapitalStamford, CT | Single family | Site of Nebula Capital, nebulacapital.com | ||
| Neva Capital ManagementMarin County, CA | Single family | Site of Neva Capital Management, nevacapitalmanagement.com | ||
| New LegacyNew York, NY | Multi-family | $1.3BN | ADV, filed 2026-06-30 | More on New LegacyOn its own site: “Our multi-family office provides comprehensive investment services” (read ). Files Form ADV as New Legacy Group, LLC. Its SEC-registered adviser reports $1.3BN in regulatory assets on Form ADV (). |
| New York Venture PartnersNew York, NY | Single family | More on New York Venture PartnersOn its own site: “We're a Family Office run by founders” (read ). | ||
| Nexxus HoldingsSanta Barbara, CA | Single family | Site of Nexxus Holdings, nexxus-holdings.com | ||
| NHR HoldingsDallas, TX | Single family | Site of NHR Holdings, nhrholdings.com | ||
| Noble Family EnterprisesAtlanta, GA | Single family | Site of Noble Family Enterprises, nfenterprises.com | ||
| Nolan CapitalLos Angeles, CA | Single family | Site of Nolan Capital, nolancap.com | ||
| North Park GroupChicago, IL | Single family | Site of North Park Group, northparkgroup.com | ||
| Oak Legacy ManagementDallas, TX | Single family | Site of Oak Legacy Management, oaklegacy-us.com | ||
| Offit Capital AdvisorsNew York, NY | Multi-family | $20.6BN | ADV, filed 2026-08-19 | More on Offit Capital AdvisorsOn its own site: “Offit Capital is a multi-family office” (read ). Files Form ADV as Offit Capital Advisors LLC. Its SEC-registered adviser reports $20.6BN in regulatory assets on Form ADV (). |
| On Par CapitalMiami, FL | Single family | Site of On Par Capital, onparcapital.com | ||
| OneAscent Family OfficesBirmingham, AL | Multi-family | $544MM | ADV, filed 2026-08-14 | More on OneAscent Family OfficesFiles Form ADV as OneAscent Family Office LLC. Its SEC-registered adviser reports $544MM in regulatory assets on Form ADV (). |
| Osprey Island ManagementGreenwich, CT | Single family | Site of Osprey Island Management, osprey-island.com | ||
| Parkview InternationalNew York, NY | Single family | More on Parkview InternationalOn its own site: “a New York-based single-family office founded in 1982” (read ). | ||
| PathstoneEnglewood, NJ | Multi-family | $110.3BN | ADV, filed 2026-03-31 | More on PathstoneFiles Form ADV as Pathstone Family Office, LLC. Its SEC-registered adviser reports $110.3BN in regulatory assets on Form ADV (). |
| Patriarch PartnersNew York, NY | Single family | More on Patriarch PartnersOn its own site: “Patriarch Partners, LLC, is a family office/private investment firm” (read ). | ||
| Patterson ThomaDallas, TX | Single family | Site of Patterson Thoma, pattersonthoma.com | ||
| Pecan Family OfficeCalifornia | Single family | Site of Pecan Family Office, pecanfamilyoffice.com | ||
| PerigroveNew York, NY | Single family | More on PerigroveOn its own site: “Perigrove is a family office” (read ). | ||
| PermCap Investment OfficeCharleston, SC | Multi-family | $4.0BN | ADV, filed 2026-09-11 | More on PermCap Investment OfficeOn its own site: “As a Multi-Family Office, PermCap is highly experienced in preserving and growing generational wealth” (read ). Files Form ADV as Permanens Capital L.P. Its SEC-registered adviser reports $4.0BN in regulatory assets on Form ADV (). |
| Petrus Asset ManagementPlano, TX | Single family | Site of Petrus Asset Management, perot.com | ||
| Pilot HouseBoston, MA | Single family | Site of Pilot House, pilothouse.com | ||
| Pine Ridge AdvisersNew York, NY | Multi-family | $14.4BN | ADV, filed 2026-03-31 | More on Pine Ridge AdvisersOn its own site: “Pine Ridge Advisers is a multi-family office” (read ). Files Form ADV as Pine Ridge Advisers LLC. Its SEC-registered adviser reports $14.4BN in regulatory assets on Form ADV (). |
| Pioneer Family OfficeNorth Miami Beach, FL | Multi-family | $957MM | ADV, filed 2026-04-10 | More on Pioneer Family OfficeFiles Form ADV as Pioneer Family Office, LLC. Its SEC-registered adviser reports $957MM in regulatory assets on Form ADV (). |
| PMG Family OfficePlano, TX | Multi-family | $144MM | ADV, filed 2026-06-05 | More on PMG Family OfficeFiles Form ADV as PMG Family Office, LLC. Its SEC-registered adviser reports $144MM in regulatory assets on Form ADV (). |
| PointFour CapitalAtlanta, GA | Single family | Site of PointFour Capital, pointfourcapital.com | ||
| PointOne Family OfficeManhattan Beach, CA | Multi-family | $327MM | ADV, filed 2026-04-10 | More on PointOne Family OfficeFiles Form ADV as PointOne Family Office, LLC. Its SEC-registered adviser reports $327MM in regulatory assets on Form ADV (). |
| Potenza CapitalNew York, NY | Single family | More on Potenza CapitalOn its own site: “an alternative investments arm of Stardust, a forward-thinking family office” (read ). | ||
| Prairie Management GroupChicago, IL | Single family | Site of Prairie Management Group, prairiemgt.com | ||
| Prossimo AdvisorsSan Luis Obispo, CA | Multi-family | $239MM | ADV, filed 2026-03-26 | More on Prossimo AdvisorsOn its own site: “Prossimo Advisors, LLC is a multi-family office” (read ). Files Form ADV as Prossimo Advisors LLC. Its SEC-registered adviser reports $239MM in regulatory assets on Form ADV (). |
| PSQ CapitalNew York, NY | Single family | More on PSQ CapitalOn its own site: “A family investment office located in New York City” (read ). | ||
| Pulliam Family OfficeCrested Butte, CO | Multi-family | $142MM | ADV, filed 2026-05-05 | More on Pulliam Family OfficeFiles Form ADV as Pulliam Family Office, LLC. Its SEC-registered adviser reports $142MM in regulatory assets on Form ADV (). |
| QP Global Family OfficesGreenwich, CT | Multi-family | $1.0BN | ADV, filed 2026-03-31 | More on QP Global Family OfficesFiles Form ADV as QP Global Family Offices, LLC. Its SEC-registered adviser reports $1.0BN in regulatory assets on Form ADV (). |
| Quaker Capital InvestmentsPittsburgh, PA | Single family | Site of Quaker Capital Investments, quakercap.com | ||
| RamexHouston, TX | Single family | Site of Ramex, ramexinc.com | ||
| Red Deer CapitalManchester, CT | Single family | Site of Red Deer Capital, reddeercapital.com | ||
| Regarde FamiliaMiami, FL | Single family | Site of Regarde Familia, regardefamilia.com | ||
| Rellim Capital ManagementGlenview, IL | Single family | Site of Rellim Capital Management, rellimcapital.com | ||
| Retro Capital GroupNew Jersey | Single family | Site of Retro Capital Group, retrocapitalgroup.com | ||
| Richmont Capital PartnersDallas, TX | Single family | Site of Richmont Capital Partners, richmont.net | ||
| Ridgeline VenturesBoulder, CO | Single family | Site of Ridgeline Ventures, ridgelinevc.com | ||
| RIJO Investment GroupLos Angeles, CA | Single family | Site of RIJO Investment Group, rijoinvestmentgroup.com | ||
| RiverGlades Family OfficesNaples, FL | Multi-family | $221MM | ADV, filed 2026-03-19 | More on RiverGlades Family OfficesFiles Form ADV as RiverGlades Family Offices, LLC. Its SEC-registered adviser reports $221MM in regulatory assets on Form ADV (). |
| Robbins Gupta HoldingsSan Diego, CA | Single family | Site of Robbins Gupta Holdings, robbinsgupta.com | ||
| Rockefeller Capital ManagementNew York, NY | Multi-family | $36.8BN | ADV, filed 2026-03-31 | More on Rockefeller Capital ManagementOn its own site: “Rockefeller Global Family Office” (its wealth business, on its home page, read ). Files Form ADV as Rockefeller & Co. LLC. Its SEC-registered adviser reports $36.8BN in regulatory assets on Form ADV (). |
| Rocky Point VenturesAustin, TX | Single family | Site of Rocky Point Ventures, rockypointventures.com | ||
| Rosewood CorporationDallas, TX | Single family | Site of Rosewood Corporation, rosewd.com | ||
| Rostam CapitalBoston, MA | Single family | Site of Rostam Capital, rostam.capital | ||
| Roystone CapitalWest Palm Beach, FL | Single family | Site of Roystone Capital, roystonecapital.com | ||
| RWN ManagementNew York, NY | Single family | More on RWN ManagementOn its own site: “a single family office based in New York City” (read ). | ||
| S-Cubed CapitalMenlo Park, CA | Single family | Site of S-Cubed Capital, scubedcap.com | ||
| Saban Capital GroupLos Angeles, CA | Single family | Site of Saban Capital Group, saban.com | ||
| SAGE Private Wealth GroupOakbrook Terrace, IL | Multi-family | $441MM | ADV, filed 2026-09-18 | More on SAGE Private Wealth GroupOn its own site: “SAGE Private Wealth Group Family Office is pleased to bring the following services to your family” (read ). Files Form ADV as SAGE Private Wealth Group, LLC. Its SEC-registered adviser reports $441MM in regulatory assets on Form ADV (). |
| Samson Investment PartnersNew York, NY | Single family | More on Samson Investment PartnersOn its own site: “the single family office for the family of” an individual (read ). | ||
| Sawdust Investment ManagementChicago, IL | Single family | Site of Sawdust Investment Management, sawdust.com | ||
| Schwartz Capital GroupChicago, IL | Single family | Site of Schwartz Capital Group, schwartzcap.com | ||
| Sebis Garden CapitalLos Angeles, CA | Single family | Site of Sebis Garden Capital, sebisgardencapital.com | ||
| Sen Family OfficeNew York, NY | Single family | Site of Sen Family Office, senfamilyoffice.com | ||
| Seneschal Family OfficeTacoma, WA | Multi-family | $301MM | ADV, filed 2026-07-30 | More on Seneschal Family OfficeFiles Form ADV as Seneschal Advisors, LLC. Its SEC-registered adviser reports $301MM in regulatory assets on Form ADV (). |
| Sestante Family OfficeCoronado, CA | Multi-family | $434MM | ADV, filed 2026-08-19 | More on Sestante Family OfficeFiles Form ADV as Sestante Wealth Management, LLC. Its SEC-registered adviser reports $434MM in regulatory assets on Form ADV (). |
| SFG Asset AdvisorsSan Francisco, CA | Single family | Site of SFG Asset Advisors, sfgassetadvisors.com | ||
| SGH Strategic Investment PartnersAustin, TX | Single family | Site of SGH Strategic Investment Partners, sghinvestments.com | ||
| Shooster HoldingsPompano Beach, FL | Single family | Site of Shooster Holdings, shoosterholdings.com | ||
| Shumway CapitalGreenwich, CT | Single family | Site of Shumway Capital, shumwaycapital.com | ||
| Sky and RaySan Diego, CA | Single family | Site of Sky and Ray, skyandray.com | ||
| Skydeck CapitalChicago, IL | Single family | Site of Skydeck Capital, skydeckllc.com | ||
| Sloth CapitalNew York, NY | Single family | More on Sloth CapitalOn its own site: “Sloth Capital is a family office based in New York” (read ). | ||
| SobratoSan Francisco, CA | Single family | Site of Sobrato, sobrato.com | ||
| Solex Capital ManagementMorristown, NJ | Single family | Site of Solex Capital Management, solexcap.com | ||
| Sope Creek CapitalAtlanta, GA | Single family | Site of Sope Creek Capital, sopecreekcap.com | ||
| Sora CapitalNaples, FL | Single family | Site of Sora Capital, soracapital.com | ||
| Soros Fund ManagementNew York, NY | Single family | More on Soros Fund ManagementOn its own site: “a global asset manager and family office” (read ). | ||
| Sowell & CompanyDallas, TX | Single family | Site of Sowell & Company, sowellco.com | ||
| Squadron CapitalGranby, CT | Single family | Site of Squadron Capital, sqdncap.com | ||
| Standard Family OfficeSioux Falls, SD | Multi-family | $1.0BN | ADV, filed 2026-07-29 | More on Standard Family OfficeFiles Form ADV as Standard Family Office, LLC. Its SEC-registered adviser reports $1.0BN in regulatory assets on Form ADV (). Listed from its SEC EDGAR filings; no site of its own on file. |
| Stenger Family OfficeNaperville, IL | Multi-family | $735MM | ADV, filed 2026-07-21 | More on Stenger Family OfficeFiles Form ADV as Stenger Family Office, LLC. Its SEC-registered adviser reports $735MM in regulatory assets on Form ADV (). |
| Stokes Family OfficeNew Orleans, LA | Multi-family | $3.4BN | ADV, filed 2026-04-30 | More on Stokes Family OfficeFiles Form ADV as Stokes Family Office LLC. Its SEC-registered adviser reports $3.4BN in regulatory assets on Form ADV (). |
| Stonecourt CapitalNew York, NY | Multi-family | $451MM | ADV, filed 2026-03-31 | More on Stonecourt CapitalOn its own site: “Stonecourt Capital is a multi-family office” (read ). Files Form ADV as Stonecourt Capital LP. Its SEC-registered adviser reports $451MM in regulatory assets on Form ADV (). |
| StoryOne Family OfficeOverland Park, KS | Multi-family | $259MM | ADV, filed 2026-04-28 | More on StoryOne Family OfficeFiles Form ADV as StoryOne LLC. Its SEC-registered adviser reports $259MM in regulatory assets on Form ADV (). |
| Strait Lane Capital PartnersDallas, TX | Single family | Site of Strait Lane Capital Partners, straitlanecapital.com | ||
| Summit Trail AdvisorsNew York, NY | Multi-family | $19.9BN | ADV, filed 2026-09-04 | More on Summit Trail AdvisorsOn its own site: “As your outsourced family office, we coordinate your entire financial team” (read ). Files Form ADV as Summit Trail Advisors, LLC. Its SEC-registered adviser reports $19.9BN in regulatory assets on Form ADV (). Now part of Corient. |
| Table Mountain CapitalColorado | Single family | Site of Table Mountain Capital, tablemountaincapital.com | ||
| TAC Capital PartnersAtlanta, GA | Single family | Site of TAC Capital Partners, tac-capital.com | ||
| TAG AssociatesNew York, NY | Multi-family | $7.1BN | ADV, filed 2026-06-26 | More on TAG AssociatesOn its own site: “How we serve you: Family Office, Single Family Office” (read ). Files Form ADV as TAG Associates LLC. Its SEC-registered adviser reports $7.1BN in regulatory assets on Form ADV (). |
| Tailwind AdvisorsFort Worth, TX | Multi-family | $1.7BN | ADV, filed 2026-03-24 | More on Tailwind AdvisorsOn its own site: “A multi-family office, designed with you in mind” (read ). Files Form ADV as Tailwind Advisors, LLC. Its SEC-registered adviser reports $1.7BN in regulatory assets on Form ADV (). |
| Tallwoods PartnersChicago, IL | Multi-family | $569MM | ADV, filed 2026-03-31 | More on Tallwoods PartnersOn its own site: “Tallwoods Partners is an independent multi-family investment office” (read ). Files Form ADV as Tallwoods Partners, LLC. Its SEC-registered adviser reports $569MM in regulatory assets on Form ADV (). |
| Talpion Fund ManagementNew York, NY | Single family | More on Talpion Fund ManagementOn its own site: “a New York-based single family office” (read ). | ||
| Tarbox Family OfficeNewport Beach, CA | Multi-family | $954MM | ADV, filed 2026-03-26 | More on Tarbox Family OfficeFiles Form ADV as Tarbox Family Office, Inc. Its SEC-registered adviser reports $954MM in regulatory assets on Form ADV (). |
| Tarsadia InvestmentsNewport Beach, CA | Single family | Site of Tarsadia Investments, tarsadia.com | ||
| Taylor Frigon Family OfficeScottsdale, AZ | Multi-family | $20MM | ADV, filed 2026-05-13 | More on Taylor Frigon Family OfficeFiles Form ADV as Taylor Frigon Family Office, LLC. Its SEC-registered adviser reports $20MM in regulatory assets on Form ADV (). |
| Temerity Capital PartnersWashington, DC | Single family | Site of Temerity Capital Partners, temeritycap.com | ||
| Temple Hall GroupChicago, IL | Single family | Site of Temple Hall Group, templehallgroup.com | ||
| Ten Oaks GroupCharlotte, NC | Single family | Site of Ten Oaks Group, tenoaksgroup.com | ||
| TFO Family Office PartnersPhoenix, AZ | Multi-family | $5.0BN | ADV, filed 2026-09-15 | More on TFO Family Office PartnersFiles Form ADV as TFO Family Office Partners, LLC. Its SEC-registered adviser reports $5.0BN in regulatory assets on Form ADV (). |
| The Arnold CompaniesDallas, TX | Single family | Site of The Arnold Companies, thearnoldcos.com | ||
| The Brynavon GroupPhiladelphia, PA | Single family | Site of The Brynavon Group, brynavon.com | ||
| The Hallwood GroupLos Angeles, CA | Single family | Site of The Hallwood Group, hallwood.com | ||
| The Homsher Family OfficeSan Diego, CA | Single family | Site of The Homsher Family Office, homsherfamilyoffice.com | ||
| The Straus GroupFort Lee, NJ | Single family | Site of The Straus Group, strausgroup.com | ||
| The Witter Family OfficeNew York, NY | Single family | More on The Witter Family OfficeOn its own site: “The Witter Family office is not an investment adviser, is not registered as an investment adviser” (read ). | ||
| Theta X CapitalLong Beach, CA | Single family | Site of Theta X Capital, thetaxcapital.com | ||
| ThomvestSan Francisco, CA | Single family | Site of Thomvest, thomvest.com | ||
| TimonierWinston-Salem, NC | Multi-family | $450MM | ADV, filed 2026-02-10 | More on TimonierFiles Form ADV as Timonier Family Office, Ltd. Its SEC-registered adviser reports $450MM in regulatory assets on Form ADV (). |
| Tri Peak HoldingsAustin, TX | Single family | Site of Tri Peak Holdings, tripeak.com | ||
| TRT HoldingsDallas, TX | Single family | Site of TRT Holdings, trtholdings.com | ||
| True Family EnterprisesOrange County, CA | Single family | Site of True Family Enterprises, truefamilyenterprises.com | ||
| Turner EnterprisesAtlanta, GA | Single family | Site of Turner Enterprises | ||
| Turtle Creek Wealth AdvisorsDallas, TX | Multi-family | $2.8BN | ADV, filed 2026-08-05 | More on Turtle Creek Wealth AdvisorsOn its own site: “We are a multi-family office founded by five cornerstone families across Texas” (read ). Files Form ADV as Turtle Creek Wealth Advisors, LLC. Its SEC-registered adviser reports $2.8BN in regulatory assets on Form ADV (). |
| Unity HuntDallas, TX | Single family | Site of Unity Hunt, unityhunt.com | ||
| Upsher Management CompanyNew York, NY | Single family | More on Upsher Management CompanyOn its own site: “a fifth-generation single-family office based in New York, NY and Jackson, WY” (read ). | ||
| V. Gastevich InvestmentsChicago, IL | Single family | Site of V. Gastevich Investments, vginvests.com | ||
| Veritas Family PartnersAustin, TX | Single family | Site of Veritas Family Partners, veritasfamilypartners.com | ||
| Vernal Point AdvisorsSan Francisco, CA | Multi-family | $3.9BN | ADV, filed 2026-07-10 | More on Vernal Point AdvisorsOn its own site: “We partner with families to build and manage efficient family offices” (read ). Files Form ADV as Vernal Point Advisors, LLC. Its SEC-registered adviser reports $3.9BN in regulatory assets on Form ADV (). |
| Vigeo InvestmentsDenver, CO | Single family | Site of Vigeo Investments, vigeoinvest.com | ||
| Virtus Family OfficeEl Paso, TX | Multi-family | $727MM | ADV, filed 2026-08-20 | More on Virtus Family OfficeFiles Form ADV as Virtus Family Office, LLC. Its SEC-registered adviser reports $727MM in regulatory assets on Form ADV (). |
| Vulcan CapitalSeattle, WA | Single family | More on Vulcan CapitalNow named Cercano Management. | ||
| Wasson EnterpriseMelbourne, FL | Single family | Site of Wasson Enterprise, wassonenterprise.com | ||
| Watson Family InvestmentsNewport Beach, CA | Single family | Site of Watson Family Investments, watsonfamilyinvest.com | ||
| WE Family OfficesCoral Gables, FL | Multi-family | $17.8BN | ADV, filed 2026-04-21 | More on WE Family OfficesFiles Form ADV as W.E. Family Offices, LLC. Its SEC-registered adviser reports $17.8BN in regulatory assets on Form ADV (). |
| Wealth Dimensions Family OfficeCincinnati, OH | Multi-family | $716MM | ADV, filed 2026-09-28 | More on Wealth Dimensions Family OfficeFiles Form ADV as Wealth Dimensions Family Office, Inc. Its SEC-registered adviser reports $716MM in regulatory assets on Form ADV (). Listed from its SEC EDGAR filings; no site of its own on file. |
| Wealthspire AdvisorsNew York, NY | Multi-family | $34.3BN | ADV, filed 2026-04-30 | More on Wealthspire AdvisorsOn its own site: “Wealthspire Family Office operates on a multi-family office model” (read ). Files Form ADV as Wealthspire Advisors LLC. Its SEC-registered adviser reports $34.3BN in regulatory assets on Form ADV (). |
| Weicon CapitalFlorida | Single family | Site of Weicon Capital, weiconcapital.com | ||
| WelaraNew York, NY | Multi-family | $84MM | ADV, filed 2026-08-28 | More on WelaraOn its own site: “an independent, multi-family office” (read ). Files Form ADV as Welara Asset Management LLC. Its SEC-registered adviser reports $84MM in regulatory assets on Form ADV (). |
| Wellspring Family OfficeCleveland, OH | Multi-family | $5.1BN | ADV, filed 2026-06-23 | More on Wellspring Family OfficeFiles Form ADV as Wellspring Financial Advisors, LLC. Its SEC-registered adviser reports $5.1BN in regulatory assets on Form ADV (). |
| Whitford ManagementNew York, NY | Single family | More on Whitford ManagementOn its own site: “Whitford Management is a private investment firm and single-family office” (read ). | ||
| Whitney Capital PartnersNew York, NY | Single family | More on Whitney Capital PartnersOn its own site: “Whitney Capital Partners LLC serves as the single family office” (read ). | ||
| Wildcat Capital ManagementNew York, NY | Single family | $4.1BN | ADV, filed 2026-05-12 | More on Wildcat Capital ManagementOn its own site: “founded in 2011 as the single-family office for” an individual (read ). Files Form ADV as Wildcat Capital Management, LLC. Its SEC-registered adviser reports $4.1BN in regulatory assets on Form ADV (). |
| William Harris InvestorsChicago, IL | Single family | Site of William Harris Investors, whi.com | ||
| Woods Family InvestmentsHouston, TX | Single family | Site of Woods Family Investments, woodsfi.com | ||
| WPA Family OfficeDallas, TX | Multi-family | $175MM | ADV, filed 2026-09-18 | More on WPA Family OfficeFiles Form ADV as WPA Family Office, LLC. Its SEC-registered adviser reports $175MM in regulatory assets on Form ADV (). |
| Xception Family OfficeAtlanta, GA | Multi-family | $189MM | ADV, filed 2026-05-27 | More on Xception Family OfficeFiles Form ADV as Xception Advisory Services, LLC. Its SEC-registered adviser reports $189MM in regulatory assets on Form ADV (). |
| Zell Family OfficeChicago, IL | Single family | Site of Zell Family Office, zellfamilyoffice.com | ||
| Zoma CapitalDenver, CO | Single family | Site of Zoma Capital, zomalab.com | ||
| Zwick PartnersCharlotte, NC | Single family | More on Zwick PartnersListed from its SEC EDGAR filings; no site of its own on file. |
Blank under Regulatory assets and Filings: no Form ADV under the firm's name. Most single family offices are exempt from registration, so they are listed from their own sites, with no figure.
Source: SEC Form ADV, filings January to September 2026; each ranked firm's own website, read through an index of its pages in ; kind and main office of each single family office from our published lists, checked to , its own site checked in a search index in .
Other US investor lists: Endowments in the United States (105), Foundations in the United States (37), Insurance Companies in the United States (38), RIA Firms in the United States (136), Venture Capital Firms (26)
Family offices by state and city: Family Offices in California, Family Offices in Florida, Family Offices in Connecticut, Family Offices in Texas, Family Offices in New Jersey, Family Offices in New York, Family Offices in Chicago, Family Offices in Dallas, Family Offices in Los Angeles, Family Offices in Miami, Family Offices in San Francisco, Family Offices in Houston, Family Offices in Washington DC, Family Offices in Boston, Family Offices in Denver, Family Offices in Seattle, Family Offices in Atlanta, Family Offices in Austin, Family Offices in San Diego, Family Offices in Philadelphia, Family Offices in Charlotte, Family Offices in Nashville
New this edition
This is the first edition of this list in this form; the next edition will list what changed.
Sources and scope
- Who is listed
- Family offices with a main office in the United States. Ranked: firms registered with the SEC whose own site calls the firm, or a named business of it, a family office or a multi-family office, or whose Form ADV name says family office. The pool was 184 Form ADV filers that name or describe themselves as family offices, or that our other family office lists carry; 83 are left out on the kind check: wealth managers that offer family office services as one line among others, firms that serve family offices, and firms whose site could not be read. Unranked: single family offices from the 827 single family office rows we publish, kept where the firm has a US main office and its own site is indexed and names it (a row whose only site is another kind of firm's home page is held as not confirmed), or, for one firm with no site, it links its SEC filings (257 in all, 3 of them ranked). Left out of those rows: 39 that their own sites, read again on 2026-10-28, show to be another kind of firm (private equity and real estate firms, firms serving clients or outside investors, groups of operating companies, lenders, advisers and others).
- Kind
- Multi-family where a firm serves several families, single family where it serves one. A ranked firm's own words are quoted in its row with the date read, unless its Form ADV name already says it; a single family office carries the kind of our published lists. A firm carries the same kind on every list of ours.
- Order
- The ranked table orders the filers by regulatory assets on each firm's latest Form ADV, largest first. The full list runs A to Z.
- Figures
- Regulatory assets from Form ADV Item 5.F, with the month filed: everything the firm's adviser manages, client assets included. The 101 that file report $631.4BN together, most of it client assets at multi-family offices; it is not a measure of family office wealth in the United States.
- No regulator count
- No regulator publishes a count of family offices: under the SEC family office rule (17 CFR 275.202(a)(11)(G)-1), an office that serves one family need not register.
- Sources
- SEC Form ADV adviser data (the monthly file for registered advisers) and the SEC adviser feed; each firm's own website; our published family office lists.
Sources and dates
| Figure | Where it comes from | As of |
|---|---|---|
| Regulatory assets, main office and latest filing date of the 101 ranked firms | SEC Form ADV monthly file for registered advisers (Item 5.F(2)(c)), ia100226.zip | Filings January to September 2026; file of 2026-10-01, read 2026-10-27 |
| Legal name and website of each ranked firm | SEC adviser feed (Form ADV Item 1), by CRD | Feed of 2026-10-21; read 2026-10-27 |
| Family office status of each ranked firm, quoted in its row | Each firm's own website, read through an index of its pages, or its Form ADV name; for firms on the New York list, that list's reading | 2026-10-24 to 2026-10-28 |
| The 257 single family offices: main office and kind | Our published family office lists (the 827 single family office rows and the state and city lists that carry them), as each list was checked | 2026-04-02 to 2026-10-25 |
| The 257 single family offices: own site | Each firm's own site checked in a search index of its pages for its name and, where no main office was on file, its place (not read in full) | 2026-10-27 |
| Counts on the other US investor lists: Endowments in the United States (105), Foundations in the United States (37), Insurance Companies in the United States (38), RIA Firms in the United States (136), Venture Capital Firms (26) | Each list as published (Insurance Companies in the United States checked April 2026; Foundations in the United States and RIA Firms in the United States checked July 2026; Endowments in the United States and Venture Capital Firms checked August 2026), counted the way the directory hub counts it | 2026-10-27 |
| The family office rule | 17 CFR 275.202(a)(11)(G)-1, eCFR | 2026-10-25 |
| The 39 published single family office rows left out as another kind | Each firm's own website, read again | 2026-10-28 |