44 family offices in the Midwest
We list 44 family offices in the Midwest as of November 2026: 21 single family offices and 23 multi-family offices, 43 sourced from an SEC filing and 1 from the office's own site or a company register, last checked on 10 Nov 2026. Chicago (13), Cleveland (2) and St. Louis (2) hold the most offices on this list.
Top 10 family offices in the Midwest, ranked by disclosed assets
The rule: the assets an office discloses in a Form ADV or 13F filing, largest first. 26 of the 44 offices on this list disclose a figure; offices that do not disclose are not ranked. It is a measure of size as filed, not of quality or returns.
BMO Family Office, LLC
Type: Multi-family office · Location: Chicago, Illinois, United States · Focus: Public Equities, Private Funds, Private Equity, Real Estate · Disclosed assets: $10.0B regulatory AUM (Form ADV, filed 2026-01-28) · Source: SEC filing
BMO Family Office, LLC discloses $10.0B regulatory AUM (Form ADV, filed 2026-01-28); 5 named decision-makers on file; last checked 4 Nov 2026.
Wellspring Family Office
Type: Multi-family office · Location: Cleveland, Ohio, United States · Focus: Public Equities, Private Funds · Disclosed assets: $5.1B regulatory AUM (Form ADV, filed 2026-10-20) · Source: SEC filing
Wellspring Family Office discloses $5.1B regulatory AUM (Form ADV, filed 2026-10-20); last checked 10 Nov 2026.
Aaron Wealth Advisors
Type: Multi-family office · Location: Chicago, Illinois, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $4.3B regulatory AUM (Form ADV, filed 2026-10-01) · Source: SEC filing
Aaron Wealth Advisors discloses $4.3B regulatory AUM (Form ADV, filed 2026-10-01); 3 named decision-makers on file; last checked 10 Nov 2026.
Matter Family Office
Type: Multi-family office · Location: St. Louis, Missouri, United States · Focus: Public Equities, Private Funds · Disclosed assets: $3.8B regulatory AUM (Form ADV, filed 2026-07-21) · Source: SEC filing
Matter Family Office discloses $3.8B regulatory AUM (Form ADV, filed 2026-07-21); 5 named decision-makers on file; last checked 10 Nov 2026.
CM Wealth Advisors LLC
Type: Multi-family office · Location: Beachwood, Ohio, United States · Focus: Private Funds, Private Equity, Venture Capital and Startups, Real Estate · Disclosed assets: $3.6B regulatory AUM (Form ADV, filed 2026-03-24) · Source: SEC filing
CM Wealth Advisors LLC discloses $3.6B regulatory AUM (Form ADV, filed 2026-03-24); 5 named decision-makers on file; last checked 10 Nov 2026.
Port Capital LLC
Type: Multi-family office · Location: Chicago, Illinois, United States · Focus: Public Equities · Disclosed assets: $2.5B 13F holdings (Q2 2026) · Source: SEC filing
Port Capital LLC discloses $2.5B 13F holdings (Q2 2026); 1 named decision-maker on file; last checked 10 Nov 2026.
Okabena Investment Services Inc
Type: Multi-family office · Location: Minneapolis, Minnesota, United States · Focus: Public Equities, Private Funds, Hedge Funds · Disclosed assets: $2.1B regulatory AUM (Form ADV, filed 2026-03-27) · Source: SEC filing
Okabena Investment Services Inc discloses $2.1B regulatory AUM (Form ADV, filed 2026-03-27); 5 named decision-makers on file; last checked 10 Nov 2026.
Vantage Investment Partners, LLC
Type: Single family office · Location: Kansas City, Missouri, United States · Focus: Public Equities · Disclosed assets: $1.7B 13F holdings (Q3 2026) · Source: SEC filing
Vantage Investment Partners, LLC discloses $1.7B 13F holdings (Q3 2026); 1 named decision-maker on file; last checked 10 Nov 2026.
Strategic Wealth Partners, Ltd.
Type: Multi-family office · Location: Independence, Ohio, United States · Focus: Public Equities · Disclosed assets: $1.6B regulatory AUM (Form ADV, filed 2026-03-29) · Source: SEC filing
Strategic Wealth Partners, Ltd. discloses $1.6B regulatory AUM (Form ADV, filed 2026-03-29); 4 named decision-makers on file; last checked 10 Nov 2026.
Standard Family Office, LLC
Type: Multi-family office · Location: Sioux Falls, South Dakota, United States · Focus: Public Equities · Disclosed assets: $1.0B regulatory AUM (Form ADV, filed 2026-07-29) · Source: SEC filing
Standard Family Office, LLC discloses $1.0B regulatory AUM (Form ADV, filed 2026-07-29); 2 named decision-makers on file; last checked 10 Nov 2026.
All 44 family offices in the Midwest: full detail on the first 25
| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Contacts |
|---|---|---|---|---|---|---|---|
| Altman Advisors | Multi-family office | Chicago | Public Equities, Private Equity, Fixed Income | $483M regulatory AUM (Form ADV, filed 2026-10-23) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Bluestone Private Wealth, LLC | Multi-family office | Cleveland | Public Equities, Private Funds | $190M regulatory AUM (Form ADV, filed 2026-03-05) | SEC filing | 10 Nov 2026 | 2 names, office email · Unlock |
| Cambient Family Office, LLC | Multi-family office | Ada | Public Equities, Venture Capital and Startups, Real Estate, Direct Investments | $858M regulatory AUM (Form ADV, filed 2026-10-30) | SEC filing | 10 Nov 2026 | 4 names, office email · Unlock |
| Highview Capital Management, LLC | Multi-family office | Buffalo Grove | Public Equities, Private Equity | $416M regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| Matter Family Office | Multi-family office | St. Louis | Public Equities, Private Funds | $3.8B regulatory AUM (Form ADV, filed 2026-07-21) | SEC filing | 10 Nov 2026 | 5 names, office email · Unlock |
| Moment Private Wealth | Multi-family office | St. Louis | Public Equities, Venture Capital and Startups, Direct Investments | $357M regulatory AUM (Form ADV, filed 2026-08-18) | SEC filing | 10 Nov 2026 | 2 names, office email · Unlock |
| Tallwoods Partners, LLC | Multi-family office | Chicago | Public Equities, Private Funds, Direct Investments | $569M regulatory AUM (Form ADV, filed 2026-03-31) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Weinberg Capital Group | Single family office | Pepper Pike | Private Equity, Consumer, B2B, Manufacturing | SEC filing | 10 Nov 2026 | 3 names · Unlock | |
| Aaron Wealth Advisors | Multi-family office | Chicago | Public Equities, Private Funds, Fixed Income | $4.3B regulatory AUM (Form ADV, filed 2026-10-01) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Breakthru Advisory Services, LLC | Multi-family office | Muskego | Public Equities, Fixed Income | $126M regulatory AUM (Form ADV, filed 2026-10-05) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| CM Wealth Advisors LLC | Multi-family office | Beachwood | Private Funds, Private Equity, Venture Capital and Startups, Real Estate | $3.6B regulatory AUM (Form ADV, filed 2026-03-24) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| G2 Capital Management, LLC | Multi-family office | Columbus | Public Equities, Real Estate | $757M regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Iron Financial LLC | Multi-family office | Northbrook | Public Equities, Fixed Income, Private Equity, Real Estate | $489M regulatory AUM (Form ADV, filed 2026-07-01) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Legacy Bridge Private Family Offices | Multi-family office | West Des Moines | Public Equities, Fixed Income | $426M regulatory AUM (Form ADV, filed 2026-03-18) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Okabena Investment Services Inc | Multi-family office | Minneapolis | Public Equities, Private Funds, Hedge Funds | $2.1B regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| PACK Private Wealth, LLC | Multi-family office | Wayzata | Private Equity, Real Estate, Infrastructure | $241M 13F holdings (Q2 2026) | SEC filing | 5 Nov 2026 | 1 name · Unlock |
| Stenger Family Office, LLC | Multi-family office | Naperville | Public Equities, Fixed Income | $735M regulatory AUM (Form ADV, filed 2026-07-21) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Storyone Family Office | Multi-family office | Overland Park | Public Equities | $259M regulatory AUM (Form ADV, filed 2026-04-28) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| Strategic Wealth Partners, Ltd. | Multi-family office | Independence | Public Equities | $1.6B regulatory AUM (Form ADV, filed 2026-03-29) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Vantage Investment Partners, LLC | Single family office | Kansas City | Public Equities | $1.7B 13F holdings (Q3 2026) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| BMO Family Office, LLC | Multi-family office | Chicago | Public Equities, Private Funds, Private Equity, Real Estate | $10.0B regulatory AUM (Form ADV, filed 2026-01-28) | SEC filing | 4 Nov 2026 | 5 names · Unlock |
| Dauntless Investment Group, LLC | Single family office | Milford | Public Equities, Healthcare | $127M 13F holdings (Q2 2026) | SEC filing | 4 Nov 2026 | 1 name · Unlock |
| Ferrell Capital | Single family office | Leawood | Real Estate, Private Equity | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| HC Private Investments | Single family office | Chicago | Private Equity, Direct Investments | SEC filing | 10 Nov 2026 | No contact on file | |
| Jeffrey Management Co | Single family office | Columbus | Public Equities, Fixed Income | SEC filing | 10 Nov 2026 | 2 names · Unlock | |
| Kopp Family Office, LLC | Single family office | Minnetonka | Focus, assets, source and contacts in the file · Unlock | ||||
| Port Capital LLC | Multi-family office | Chicago | Focus, assets, source and contacts in the file · Unlock | ||||
| ROCK Family Office | Single family office | Detroit | Focus, assets, source and contacts in the file · Unlock | ||||
| Standard Family Office, LLC | Multi-family office | Sioux Falls | Focus, assets, source and contacts in the file · Unlock | ||||
| Wasson Enterprises | Single family office | Chicago | Focus, assets, source and contacts in the file · Unlock | ||||
| Elmcore Group | Single family office | Chicago | Focus, assets, source and contacts in the file · Unlock | ||||
| Kaulig Companies | Single family office | Hudson | Focus, assets, source and contacts in the file · Unlock | ||||
| Lechwe Holdings LLC | Single family office | Evansville | Focus, assets, source and contacts in the file · Unlock | ||||
| Matthew Pritzker Company LLC | Single family office | Chicago | Focus, assets, source and contacts in the file · Unlock | ||||
| Wealth Dimensions Family Office, Inc | Multi-family office | Cincinnati | Focus, assets, source and contacts in the file · Unlock | ||||
| Wellspring Family Office | Multi-family office | Cleveland | Focus, assets, source and contacts in the file · Unlock | ||||
| Kadens Family Holdings | Single family office | Chicago | Focus, assets, source and contacts in the file · Unlock | ||||
| Levy Family Partners | Single family office | Chicago | Focus, assets, source and contacts in the file · Unlock | ||||
| Wicklow Capital | Single family office | Chicago | Focus, assets, source and contacts in the file · Unlock | ||||
| Ford Estates | Single family office | Detroit | Focus, assets, source and contacts in the file · Unlock | ||||
| Pritzker Organization | Single family office | Chicago | Focus, assets, source and contacts in the file · Unlock | ||||
| RDV Corporation | Single family office | Grand Rapids | Focus, assets, source and contacts in the file · Unlock | ||||
| UPG Enterprises LLC | Single family office | Oak Brook | Focus, assets, source and contacts in the file · Unlock | ||||
| Waycrosse, Inc. | Single family office | Minneapolis | Focus, assets, source and contacts in the file · Unlock | ||||
You are seeing every office name, with full detail on 25 of 44. The file adds the detail for the other 19, 73 named decision-makers and 8 office emails.
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How these 44 break down
By city
| City | On this list | Share |
|---|---|---|
| Chicago | 13 | 30% |
| Cleveland | 2 | 5% |
| St. Louis | 2 | 5% |
| Columbus | 2 | 5% |
| Minneapolis | 2 | 5% |
| Detroit | 2 | 5% |
By US state
| US state | On this list | Share |
|---|---|---|
| Illinois | 17 | 39% |
| Ohio | 9 | 20% |
| Michigan | 5 | 11% |
| Minnesota | 4 | 9% |
| Missouri | 3 | 7% |
| Kansas | 2 | 5% |
By type
| Type | On this list | Share |
|---|---|---|
| Multi-family office | 23 | 52% |
| Single family office | 21 | 48% |
By investment focus
| Investment focus | On this list | Share |
|---|---|---|
| Public Equities | 26 | 59% |
| Real Estate | 12 | 27% |
| Direct Investments | 12 | 27% |
| Private Equity | 11 | 25% |
| Private Funds | 10 | 23% |
| Fixed Income | 9 | 20% |
| Venture Capital and Startups | 6 | 14% |
| Hedge Funds | 2 | 5% |
An office can carry more than one focus tag.
Full lists, each with its own row count: Family offices that invest in public equities (274)Family offices that invest in real estate (149)Family offices that invest in direct deals in private companies (143)Family offices that invest in private equity (177)Family offices that invest in private funds (109)Family offices that invest in fixed income (93)Family offices that invest in startups and venture capital (110)Family offices that invest in hedge funds (40)
Method and limits
- Source
- 43 of the 44 rows come from an SEC filing (Form ADV or 13F); the rest from the office's own website or a company register. Asset figures are shown only where a filing gives them.
- Inclusion rule
- Single and multi-family offices that a public source identifies as a family office: an SEC filing, a company register or the office's own website. On this list: offices whose address is in Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota and Wisconsin. US offices with no state on file appear only in the national list.
- Order
- Ordered by how much of each office's record is filled in from public sources, then alphabetically. Disclosed assets are shown where a Form ADV or 13F filing gives them.
- Last refreshed
- November 2026. Rows on this list were checked between 4 Nov 2026 and 10 Nov 2026.
- Fill rates
- Of 44 rows: focus 36, website 31, disclosed assets 26. In the paid file: named decision-makers on 29 rows, office email on 8, LinkedIn page on 7.
- Corrections
- Email hello@familyofficeroster.com or use the update form. We act within 5 working days.
Questions
How many family offices in the Midwest are there?
We list 44 as of November 2026: 21 single family offices and 23 multi-family offices.
Which cities have the most family offices in the Midwest?
Chicago (13), Cleveland (2) and St. Louis (2). 17 offices on this list are in other cities or give no city.
Do family offices in the Midwest invest in startups?
6 of the 44 name venture capital or startups as a focus. The most common focus tags on this list are Public Equities (26), Real Estate (12) and Direct Investments (12). 8 offices state no focus.
How many family offices in the Midwest are single family offices and how many are multi-family offices?
21 single and 23 multi-family. A single family office manages one family's wealth: Weinberg Capital Group is one on this list. A multi-family office serves several families, often as a regulated adviser: Altman Advisors is one.
How do I contact family offices in the Midwest?
29 of the 44 offices name at least one decision-maker in a public source and 8 publish an office email; Matter Family Office names the most people (5). The file holds all 73 names with their roles. We list addresses the office publishes itself, never personal emails.
Where does the data on family offices in the Midwest come from?
43 of the 44 offices come from an SEC filing (Form ADV or 13F) and 1 from the office's own website or a company register. Each row shows its source label and the date we checked it. The row checked most recently is Altman Advisors, on 10 Nov 2026.
Broader lists
Related lists
Family offices in the Northeast (112)Family offices in the Southeast (72)Family offices in the Mountain West (32)
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