| Aletheian Wealth Advisors LLC | Multi-family office | Bellevue | Public Equities, Private Funds, Fixed Income | $413M regulatory AUM (Form ADV, filed 2026-02-05) | SEC filing | 10 Nov 2026 | 4 names, office email · Unlock |
| Allie Family Office LLC | Multi-family office | Miami | Private Funds, Fixed Income | $1.3B regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 10 Nov 2026 | 5 names, office email · Unlock |
| Anderson Growth Partners, LLC | Multi-family office | Charleston | Private Equity, Hedge Funds, Real Estate, Direct Investments | $1.0B regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 10 Nov 2026 | 4 names, office email · Unlock |
| Ariadne Wealth Management, LP | Multi-family office | Santa Barbara | Public Equities, Private Funds, Private Equity, Real Estate | $627M regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| Aurelius Family Office, LLC | Multi-family office | Bedford | Private Funds | $315M regulatory AUM (Form ADV, filed 2026-10-14) | SEC filing | 10 Nov 2026 | 2 names, office email · Unlock |
| Bayshore Capital | Multi-family office | Tampa | Public Equities, Private Equity, Private Funds, Hedge Funds | $879M regulatory AUM (Form ADV, filed 2026-06-26) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Bitterroot Capital Advisors LLC | Multi-family office | Bozeman | Private Equity, Private Funds | $1.8B regulatory AUM (Form ADV, filed 2026-08-24) | SEC filing | 10 Nov 2026 | 3 names, 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 |
| BRM Holdings | Single family office | New York | Healthcare, Private Funds, Public Equities, Direct Investments | | SEC filing | 10 Nov 2026 | 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 |
| CFT Capital Management, LLC | Single family office | Los Angeles | Private Funds, Private Equity, Direct Investments, Real Estate | $3.7B regulatory AUM (Form ADV, filed 2026-08-04) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| Compound Family Offices, LLC | Multi-family office | Sarasota | Public Equities, Private Funds, Fixed Income | $541M regulatory AUM (Form ADV, filed 2026-04-23) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| Five Eleven Partners | Single family office | Garden City | Public Equities, Private Funds, Direct Investments | $163M regulatory AUM (Form ADV, filed 2026-07-07) | SEC filing | 10 Nov 2026 | 4 names, office email · Unlock |
| Granger Management LLC | Multi-family office | New York | Private Funds, Private Equity | $4.9B regulatory AUM (Form ADV, filed 2026-03-12) | SEC filing | 4 Nov 2026 | 2 names, office email · Unlock |
| Legacy Knight MFO, LLC | Multi-family office | Dallas | Public Equities, Private Equity, Real Estate, Direct Investments | $2.8B regulatory AUM (Form ADV, filed 2026-05-14) | SEC filing | 10 Nov 2026 | 2 names · 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 |
| Maximai Investment Partners, LLC | Multi-family office | Coral Gables | Public Equities, Private Funds, Fixed Income | $696M regulatory AUM (Form ADV, filed 2026-03-24) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Muse Capital Management LLC | Multi-family office | Santa Monica | Public Equities, Private Funds, Fixed Income, Real Estate | $107M regulatory AUM (Form ADV, filed 2026-07-29) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Nolet Wealth Management, LLC | Multi-family office | Fort Worth | Public Equities, Private Funds, Direct Investments | $273M regulatory AUM (Form ADV, filed 2026-01-27) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Proficio Capital Partners LLC | Multi-family office | Newton | Public Equities, Private Funds, Fixed Income, Real Estate | $8.2B regulatory AUM (Form ADV, filed 2026-09-01) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| QP Global Family Offices, LLC | Multi-family office | Greenwich | Private Funds | $1.0B regulatory AUM (Form ADV, filed 2026-03-31) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| Sepio Capital, LP | Multi-family office | Salt Lake City | Public Equities, Private Funds, Private Equity, Real Estate | $5.6B regulatory AUM (Form ADV, filed 2026-04-27) | SEC filing | 10 Nov 2026 | 5 names, office email · Unlock |
| Solidarity Wealth, LLC | Multi-family office | Lehi | Public Equities, Private Funds, Fixed Income | $704M regulatory AUM (Form ADV, filed 2026-08-06) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Steel Grove Capital Advisors, LLC | Multi-family office | Memphis | Public Equities, Private Funds | $1.6B regulatory AUM (Form ADV, filed 2026-09-29) | 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 |
| Twin Focus Capital Partners, LLC | Multi-family office | Boston | Focus, assets, source and contacts in the file · Unlock |
| WPA Family Office, LLC | Multi-family office | Dallas | Focus, assets, source and contacts in the file · Unlock |
| Aaron Wealth Advisors | Multi-family office | Chicago | Focus, assets, source and contacts in the file · Unlock |
| Abernathy Group II LLC | Multi-family office | New York | Focus, assets, source and contacts in the file · Unlock |
| BBR Partners, LLC | Multi-family office | New York | Focus, assets, source and contacts in the file · Unlock |
| Boston Family Office LLC | Multi-family office | Boston | Focus, assets, source and contacts in the file · Unlock |
| Brainvest Wealth Management LLC | Multi-family office | Miami | Focus, assets, source and contacts in the file · Unlock |
| Callan Family Office, LLC | Multi-family office | Radnor | Focus, assets, source and contacts in the file · Unlock |
| Certuity, LLC | Multi-family office | North Palm Beach | Focus, assets, source and contacts in the file · Unlock |
| Cherry Creek Family Offices | Multi-family office | Denver | Focus, assets, source and contacts in the file · Unlock |
| Class VI Family Office, LLC | Multi-family office | Denver | Focus, assets, source and contacts in the file · Unlock |
| CM Wealth Advisors LLC | Multi-family office | Beachwood | Focus, assets, source and contacts in the file · Unlock |
| Colony Family Offices, LLC | Multi-family office | Charlotte | Focus, assets, source and contacts in the file · Unlock |
| CV Advisors LLC | Multi-family office | Aventura | Focus, assets, source and contacts in the file · Unlock |
| DCA Family Office, LLC | Multi-family office | Roseville | Focus, assets, source and contacts in the file · Unlock |
| Destiny Family Office | Multi-family office | Tavares | Focus, assets, source and contacts in the file · Unlock |
| Element Pointe Family Office | Multi-family office | Miami | Focus, assets, source and contacts in the file · Unlock |
| Exponent Wealth LLC | Multi-family office | Orem | Focus, assets, source and contacts in the file · Unlock |
| Fiduciary Family Office, LLC | Multi-family office | Boca Raton | Focus, assets, source and contacts in the file · Unlock |
| Fortitude Family Office | Multi-family office | Scottsdale | Focus, assets, source and contacts in the file · Unlock |
| Founders Family Office | Multi-family office | Miami | Focus, assets, source and contacts in the file · Unlock |
| Independent Family Office, LLC | Multi-family office | Albany | Focus, assets, source and contacts in the file · Unlock |
| Longwall Family Office | Multi-family office | Westport | Focus, assets, source and contacts in the file · Unlock |
| Manchester Capital Management LLC | Multi-family office | Manchester | Focus, assets, source and contacts in the file · Unlock |
| Offit Capital | Multi-family office | New York | Focus, assets, source and contacts in the file · Unlock |
| Ohana Advisors | Multi-family office | San Rafael | Focus, assets, source and contacts in the file · Unlock |
| Okabena Investment Services Inc | Multi-family office | Minneapolis | Focus, assets, source and contacts in the file · Unlock |
| Optivest, Inc. | Multi-family office | San Juan Capistrano | Focus, assets, source and contacts in the file · Unlock |
| Outrunner Capital, LLC | Multi-family office | Austin | Focus, assets, source and contacts in the file · Unlock |
| Pathstone | Multi-family office | Englewood | Focus, assets, source and contacts in the file · Unlock |
| Permcap Investment Office | Multi-family office | Charleston | Focus, assets, source and contacts in the file · Unlock |
| Pine Ridge Advisers LLC | Multi-family office | New York | Focus, assets, source and contacts in the file · Unlock |
| Pittco Management | Single family office | Memphis | Focus, assets, source and contacts in the file · Unlock |
| Sahara Investment Group | Multi-family office | Las Vegas | Focus, assets, source and contacts in the file · Unlock |
| Sestante Family Office | Multi-family office | Coronado | Focus, assets, source and contacts in the file · Unlock |
| Singh Capital Partners | Multi-family office | Bethesda | Focus, assets, source and contacts in the file · Unlock |
| The Coury Firm | Multi-family office | Pittsburgh | Focus, assets, source and contacts in the file · Unlock |
| Tiempo Capital Partners | Multi-family office | Miami | Focus, assets, source and contacts in the file · Unlock |
| Virtus Family Office | Multi-family office | El Paso | Focus, assets, source and contacts in the file · Unlock |
| WE Family Offices | Multi-family office | Coral Gables | Focus, assets, source and contacts in the file · Unlock |
| Whitford Management LLC | Single family office | New York | Focus, assets, source and contacts in the file · Unlock |
| Xception Family Office | Multi-family office | Atlanta | Focus, assets, source and contacts in the file · Unlock |
| Accomplice | Single family office | Boston | Focus, assets, source and contacts in the file · Unlock |
| Alpha Square Group | Single family office | New York | Focus, assets, source and contacts in the file · Unlock |
| Angeles Family Office | Multi-family office | Santa Monica | Focus, assets, source and contacts in the file · Unlock |
| Biltmore Family Office, LLC | Multi-family office | Charlotte | Focus, assets, source and contacts in the file · Unlock |
| BMO Family Office, LLC | Multi-family office | Chicago | Focus, assets, source and contacts in the file · Unlock |
| Factory Capital LLC | Multi-family office | Los Angeles | Focus, assets, source and contacts in the file · Unlock |
| Pointone Family Office | Multi-family office | Manhattan Beach | Focus, assets, source and contacts in the file · Unlock |
| Wasson Enterprises | Single family office | Chicago | Focus, assets, source and contacts in the file · Unlock |
| Bessemer Trust | Multi-family office | Woodbridge | Focus, assets, source and contacts in the file · Unlock |
| Blue Haven Initiative | Single family office | United States | Focus, assets, source and contacts in the file · Unlock |
| Family Office Investment Advisory LLC | Multi-family office | Scottsdale | Focus, assets, source and contacts in the file · Unlock |
| Malkin Holdings | Single family office | New York | Focus, assets, source and contacts in the file · Unlock |
| McCombs Enterprises | Single family office | San Antonio | Focus, assets, source and contacts in the file · Unlock |
| S-Cubed Capital | Single family office | Menlo Park | 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 |
| CM Capital | Single family office | Palo Alto | Focus, assets, source and contacts in the file · Unlock |
| SIAR Capital | Single family office | New York | Focus, assets, source and contacts in the file · Unlock |
| Vinik Family Office | Single family office | Tampa | Focus, assets, source and contacts in the file · Unlock |