Home / Lists / Multi-family offices in the United States

Updated November 2026

193 multi-family offices in the United States

We list 193 multi-family offices in the United States as of November 2026: all multi-family offices, all sourced from an SEC filing, last checked on 10 Nov 2026. New York (14), Miami (7) and Dallas (6) hold the most offices on this list.

193family offices

23with startups or venture as a stated focus

435named decision-makers on file

Multi-family offices in the United States ranked 11 to 20 by disclosed assets

The 10 highest-ranked offices on this list are the same 10 as on our list of multi-family offices (236), where they are shown with the ranking rule. Below are the next 10 on this list by the same rule: the assets an office discloses in a Form ADV or 13F filing, largest first. Offices that do not disclose are not ranked.

True North Advisors, LLC
Type: Multi-family office · Location: Dallas, Texas, United States · Focus: Public Equities, Real Estate, Venture Capital and Startups, Hedge Funds · Disclosed assets: $5.4B regulatory AUM (Form ADV, filed 2026-10-30) · Source: SEC filing
True North Advisors, LLC discloses $5.4B regulatory AUM (Form ADV, filed 2026-10-30); 5 named decision-makers on file; last checked 10 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.
TFO Family Office Partners
Type: Multi-family office · Location: Phoenix, Arizona, United States · Focus: Public Equities · Disclosed assets: $5.0B regulatory AUM (Form ADV, filed 2026-09-15) · Source: SEC filing
TFO Family Office Partners discloses $5.0B regulatory AUM (Form ADV, filed 2026-09-15); 5 named decision-makers on file; last checked 10 Nov 2026.
Granger Management LLC
Type: Multi-family office · Location: New York, New York, United States · Focus: Private Funds, Private Equity · Disclosed assets: $4.9B regulatory AUM (Form ADV, filed 2026-03-12) · Source: SEC filing
Granger Management LLC discloses $4.9B regulatory AUM (Form ADV, filed 2026-03-12); 2 named decision-makers on file; last checked 4 Nov 2026.
Twin Focus Capital Partners, LLC
Type: Multi-family office · Location: Boston, Massachusetts, United States · Focus: Public Equities, Private Funds, Real Estate, Direct Investments · Disclosed assets: $4.6B regulatory AUM (Form ADV, filed 2026-04-30) · Source: SEC filing
Twin Focus Capital Partners, LLC discloses $4.6B regulatory AUM (Form ADV, filed 2026-04-30); 5 named decision-makers on file; last checked 10 Nov 2026.
JFG Family Office
Type: Multi-family office · Location: Denver, Colorado, United States · Focus: Private Equity · Disclosed assets: $4.5B regulatory AUM (Form ADV, filed 2026-05-04) · Source: SEC filing
JFG Family Office discloses $4.5B regulatory AUM (Form ADV, filed 2026-05-04); 5 named decision-makers on file; 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.
BT Family Office, LLC
Type: Multi-family office · Location: Atlanta, Georgia, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $4.0B regulatory AUM (Form ADV, filed 2026-03-19) · Source: SEC filing
BT Family Office, LLC discloses $4.0B regulatory AUM (Form ADV, filed 2026-03-19); 1 named decision-maker on file; last checked 10 Nov 2026.
Permcap Investment Office
Type: Multi-family office · Location: Charleston, South Carolina, United States · Focus: Public Equities, Private Funds, Private Equity, Hedge Funds · Disclosed assets: $4.0B regulatory AUM (Form ADV, filed 2026-09-11) · Source: SEC filing
Permcap Investment Office discloses $4.0B regulatory AUM (Form ADV, filed 2026-09-11); 4 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.

All 193 multi-family offices in the United States: full detail on the first 25

Family office	Type	City	Focus	Disclosed assets	Source	Checked	Contacts
AG Asset Advisory, LLC	Multi-family office	Los Angeles	Public Equities, Fixed Income	$440M regulatory AUM (Form ADV, filed 2026-03-05)	SEC filing	10 Nov 2026	2 names, office email · Unlock
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
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
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
Avestar Capital, LLC	Multi-family office	New York	Public Equities, Private Equity, Real Estate, Private Credit	$2.1B regulatory AUM (Form ADV, filed 2026-09-24)	SEC filing	10 Nov 2026	3 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
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
Capitol Family Office, Inc.	Multi-family office	Beaverton	Public Equities	$136M regulatory AUM (Form ADV, filed 2026-03-25)	SEC filing	10 Nov 2026	2 names, office email · Unlock
Clearwell Group	Multi-family office	Tampa	Public Equities, Private Equity, Real Estate, Direct Investments	$414M regulatory AUM (Form ADV, filed 2026-04-01)	SEC filing	10 Nov 2026	3 names · 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
CWA Asset Management Group	Multi-family office	Naples	Public Equities, Fixed Income	$3.4B 13F holdings (Q3 2026)	SEC filing	10 Nov 2026	1 name, office email · Unlock
Exceptional Wealth & Family Office	Multi-family office	Colorado Springs	Public Equities	$292M regulatory AUM (Form ADV, filed 2026-10-21)	SEC filing	10 Nov 2026	1 name, office email · Unlock
Family Financial	Multi-family office	Manhattan Beach	Public Equities	$280M regulatory AUM (Form ADV, filed 2026-03-30)	SEC filing	10 Nov 2026	2 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
Halcyon Global Advisors	Multi-family office	Dallas	Public Equities, Fixed Income	$221M regulatory AUM (Form ADV, filed 2026-03-12)	SEC filing	10 Nov 2026	1 name, 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
Ironoak Wealth	Multi-family office	Cedar Park	Public Equities	$133M regulatory AUM (Form ADV, filed 2026-10-20)	SEC filing	10 Nov 2026	1 name, 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
Miller, Gesko & Company Inc.	Multi-family office	Buffalo	Focus, assets, source and contacts in the file · Unlock
Moment Private Wealth	Multi-family office	St. Louis	Focus, assets, source and contacts in the file · Unlock
Muse Capital Management LLC	Multi-family office	Santa Monica	Focus, assets, source and contacts in the file · Unlock
Nolet Wealth Management, LLC	Multi-family office	Fort Worth	Focus, assets, source and contacts in the file · Unlock
Nuclo Wealth	Multi-family office	Houston	Focus, assets, source and contacts in the file · Unlock
Proficio Capital Partners LLC	Multi-family office	Newton	Focus, assets, source and contacts in the file · Unlock
Prossimo Advisors LLC	Multi-family office	San Luis Obispo	Focus, assets, source and contacts in the file · Unlock
Pulliam Family Office, LLC	Multi-family office	Crested Butte	Focus, assets, source and contacts in the file · Unlock
QP Global Family Offices, LLC	Multi-family office	Greenwich	Focus, assets, source and contacts in the file · Unlock
Sander Capital Advisors, Inc.	Multi-family office	Seattle	Focus, assets, source and contacts in the file · Unlock
Sepio Capital, LP	Multi-family office	Salt Lake City	Focus, assets, source and contacts in the file · Unlock
Solidarity Wealth, LLC	Multi-family office	Lehi	Focus, assets, source and contacts in the file · Unlock
Steel Grove Capital Advisors, LLC	Multi-family office	Memphis	Focus, assets, source and contacts in the file · Unlock
Tallwoods Partners, LLC	Multi-family office	Chicago	Focus, assets, source and contacts in the file · 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
Activ8 Family Office LLC	Multi-family office	Mclean	Focus, assets, source and contacts in the file · Unlock
American Wealth Advisors, LLC	Multi-family office	Johns Creek	Focus, assets, source and contacts in the file · Unlock
Anchyra Partners LLC	Multi-family office	Atlanta	Focus, assets, source and contacts in the file · Unlock
Ark Wealth Management	Multi-family office	Austin	Focus, assets, source and contacts in the file · Unlock
Arrowroot Family Office, LLC	Multi-family office	Marina Del Rey	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
Breakthru Advisory Services, LLC	Multi-family office	Muskego	Focus, assets, source and contacts in the file · Unlock
BT Family Office, LLC	Multi-family office	Atlanta	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
Certis Capital Management, Inc.	Multi-family office	Santa Barbara	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
Chronos Capital Advisors LLC	Multi-family office	Miami	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
Collective Family Office, LLC	Multi-family office	York	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
Corps Capital Advisors, LLC	Multi-family office	Southlake	Focus, assets, source and contacts in the file · Unlock
Curated Wealth Partners, LLC	Multi-family office	El Segundo	Focus, assets, source and contacts in the file · Unlock
Custos Family Office, LLC	Multi-family office	Austin	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
Domani Advisors	Multi-family office	New York	Focus, assets, source and contacts in the file · Unlock
Eagle Bay Family Office	Multi-family office	New York	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
Evertern Wealth, LLC	Multi-family office	Naples	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
Faith Investor Services	Multi-family office	Scottsdale	Focus, assets, source and contacts in the file · Unlock
Family Fiduciary Services, Inc.	Multi-family office	Beverly	Focus, assets, source and contacts in the file · Unlock
Family Office Research, LLC	Multi-family office	Bethesda	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
Financial Gravity Family Office Services, LLC	Multi-family office	Lakeway	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
G2 Capital Management, LLC	Multi-family office	Columbus	Focus, assets, source and contacts in the file · Unlock
Haven Private	Multi-family office	Orlando	Focus, assets, source and contacts in the file · Unlock
Heritage Family Offices, LLP	Multi-family office	Scottsdale	Focus, assets, source and contacts in the file · Unlock
Hogantaylor Wealth	Multi-family office	Tulsa	Focus, assets, source and contacts in the file · Unlock
Hudson Capital Advisory, Inc.	Multi-family office	Buffalo	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
Integrated Wealth Advisors, LLC	Multi-family office	Bellevue	Focus, assets, source and contacts in the file · Unlock
Iron Financial LLC	Multi-family office	Northbrook	Focus, assets, source and contacts in the file · Unlock
JFG Family Office	Multi-family office	Denver	Focus, assets, source and contacts in the file · Unlock
Jupiter Wealth Management, LLC	Multi-family office	Glendale	Focus, assets, source and contacts in the file · Unlock
Knuff & Company LLC	Multi-family office	Foster City	Focus, assets, source and contacts in the file · Unlock
Legacy Bridge Private Family Offices	Multi-family office	West Des Moines	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
Lountzis Asset Management, LLC	Multi-family office	Wyomissing	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
Mountain Hill Investment Partners	Multi-family office	Atlantic Highlands	Focus, assets, source and contacts in the file · Unlock
Muntz Financial, LLC	Multi-family office	Doylestown	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
Osbon Capital Management, LLC	Multi-family office	Boston	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
PACK Private Wealth, LLC	Multi-family office	Wayzata	Focus, assets, source and contacts in the file · Unlock
Papamarkou Wellner Perkin Advisors	Multi-family office	New York	Focus, assets, source and contacts in the file · Unlock
Parkview US LLC	Multi-family office	New York	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
Pioneer Family Office, LLC	Multi-family office	North Miami Beach	Focus, assets, source and contacts in the file · Unlock
PMG Family Office, LLC	Multi-family office	Plano	Focus, assets, source and contacts in the file · Unlock
Quattro Financial Advisors	Multi-family office	The Woodlands	Focus, assets, source and contacts in the file · Unlock
Riverglades Family Offices, LLC	Multi-family office	Naples	Focus, assets, source and contacts in the file · Unlock
RPG Family Wealth Advisory, LLC	Multi-family office	Burlington	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
Seneschal Family Office	Multi-family office	Tacoma	Focus, assets, source and contacts in the file · Unlock
Sentry, LLC	Multi-family office	Memphis	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
Shade Tree Advisors LLC	Multi-family office	Saratoga Springs	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
Stenger Family Office, LLC	Multi-family office	Naperville	Focus, assets, source and contacts in the file · Unlock
Stokes Family Office LLC	Multi-family office	New Orleans	Focus, assets, source and contacts in the file · Unlock
Storyone Family Office	Multi-family office	Overland Park	Focus, assets, source and contacts in the file · Unlock
Strategic Wealth Partners, Ltd.	Multi-family office	Independence	Focus, assets, source and contacts in the file · Unlock
Superior Planning Wealth Management & Family Office	Multi-family office	San Diego	Focus, assets, source and contacts in the file · Unlock
Tarbox Family Office, Inc.	Multi-family office	Newport Beach	Focus, assets, source and contacts in the file · Unlock
Taylor Frigon Family Office, LLC	Multi-family office	Scottsdale	Focus, assets, source and contacts in the file · Unlock
TFO Family Office Partners	Multi-family office	Phoenix	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
Tillman Hartley LLC	Multi-family office	Denver	Focus, assets, source and contacts in the file · Unlock
Timonier	Multi-family office	Winston Salem	Focus, assets, source and contacts in the file · Unlock
Tolleson Wealth Management, Inc.	Multi-family office	Dallas	Focus, assets, source and contacts in the file · Unlock
Treasure Valley Financial Planning	Multi-family office	Meridian	Focus, assets, source and contacts in the file · Unlock
Tred Avon Family Wealth, LLC	Multi-family office	Easton	Focus, assets, source and contacts in the file · Unlock
True North Advisors, LLC	Multi-family office	Dallas	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
Westmore Asset Management	Multi-family office	Pearl River	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
Alpha Capital Family Office, LLC	Multi-family office	Greenwood Village	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
Cavalcade Capital	Multi-family office	New York	Focus, assets, source and contacts in the file · Unlock
Cole Wealth Management, LLC	Multi-family office	Scottsdale	Focus, assets, source and contacts in the file · Unlock
EMFO, LLC (Emerald Multi-Family Office)	Multi-family office	Weston	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
Family Asset Management	Multi-family office	Charleston	Focus, assets, source and contacts in the file · Unlock
Fifth Avenue Family Office	Multi-family office	Naples	Focus, assets, source and contacts in the file · Unlock
Hutner Capital Management Inc.	Multi-family office	Manchester	Focus, assets, source and contacts in the file · Unlock
Katla Capital	Multi-family office	Houston	Focus, assets, source and contacts in the file · Unlock
Kelleher Financial Advisors, LLC	Multi-family office	New York	Focus, assets, source and contacts in the file · Unlock
Lometa Capital Partners	Multi-family office	Sugar Land	Focus, assets, source and contacts in the file · Unlock
McCutchen Group	Multi-family office	Seattle	Focus, assets, source and contacts in the file · Unlock
National Financial Companies	Multi-family office	Wellington	Focus, assets, source and contacts in the file · Unlock
Pitcairn Company	Multi-family office	Conshohocken	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
Port Capital LLC	Multi-family office	Chicago	Focus, assets, source and contacts in the file · Unlock
SagePoint Capital Partners	Multi-family office	Franklin	Focus, assets, source and contacts in the file · Unlock
Saul Wealth Advisors, LLC	Multi-family office	Miami	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
Three Bridge Wealth Advisors	Multi-family office	Los Altos	Focus, assets, source and contacts in the file · Unlock
Truehaven Capital	Multi-family office	Franklin	Focus, assets, source and contacts in the file · Unlock
818 Family Office, LLC	Multi-family office	Austin	Focus, assets, source and contacts in the file · Unlock
Arlington Family Offices	Multi-family office	Birmingham	Focus, assets, source and contacts in the file · Unlock
Bessemer Trust	Multi-family office	Woodbridge	Focus, assets, source and contacts in the file · Unlock
Double Eagle Family Offices, LLC	Multi-family office	Fort Worth	Focus, assets, source and contacts in the file · Unlock
Edgewater Investments	Multi-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
Linden Global Strategies	Multi-family office	New York	Focus, assets, source and contacts in the file · Unlock
New Republic Partners	Multi-family office	Charlotte	Focus, assets, source and contacts in the file · Unlock
Radianx Capital	Multi-family office	New York	Focus, assets, source and contacts in the file · Unlock
Unterberg Legacy Capital	Multi-family office	United States	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
Boxcar Partners	Multi-family office	United States	Focus, assets, source and contacts in the file · Unlock
Chartwell Family Office, LLC	Multi-family office	Palm Desert	Focus, assets, source and contacts in the file · Unlock
Dow Family Office Advisory, LLC	Multi-family office	Lakewood Ranch	Focus, assets, source and contacts in the file · Unlock
Grand Family Office LLC	Multi-family office	Cheyenne	Focus, assets, source and contacts in the file · Unlock
Inscription Family Office, LLC	Multi-family office	Houston	Focus, assets, source and contacts in the file · Unlock
Open Family Office (ofo) Wealth Management LLC	Multi-family office	Fremont	Focus, assets, source and contacts in the file · Unlock
PLH Family Office, LLC	Multi-family office	Garden City	Focus, assets, source and contacts in the file · Unlock
Sparta Wealth Partners	Multi-family office	Charlotte	Focus, assets, source and contacts in the file · Unlock
The Monday Group	Multi-family office	United States	Focus, assets, source and contacts in the file · Unlock
CS Capital Partners	Multi-family office	Philadelphia	Focus, assets, source and contacts in the file · Unlock
Galapagos Partners, LP	Multi-family office	Houston	Focus, assets, source and contacts in the file · Unlock
Mack & Co., LLC	Multi-family office	Dallas	Focus, assets, source and contacts in the file · Unlock
Voyager Management	Multi-family office	Los Angeles	Focus, assets, source and contacts in the file · Unlock
Family Management Corporation	Multi-family office	United States	Focus, assets, source and contacts in the file · Unlock
Hudson Pacific Group	Multi-family office	United States	Focus, assets, source and contacts in the file · Unlock
Intersect Wealth Advisors	Multi-family office	United States	Focus, assets, source and contacts in the file · Unlock
IRIQIV LLC	Multi-family office	United States	Focus, assets, source and contacts in the file · Unlock

You are seeing every office name, with full detail on 25 of 193. The file adds the detail for the other 168, 435 named decision-makers and 38 office emails.

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How these 193 break down

By city

City	On this list	Share
New York	14	7%
Miami	7	4%
Dallas	6	3%
Scottsdale	6	3%
Chicago	5	3%
Naples	4	2%
Houston	4	2%
Austin	4	2%
Denver	4	2%
Charlotte	4	2%

Full lists, each with its own row count: Family offices in Miami and South Florida (23)

By US state

US state	On this list	Share
Florida	25	13%
Texas	23	12%
California	22	11%
New York	20	10%
Illinois	8	4%
Colorado	8	4%
Pennsylvania	7	4%
Arizona	7	4%
Ohio	6	3%
Massachusetts	6	3%

Full lists, each with its own row count: Family offices in Florida (40)Family offices in Texas (45)Family offices in California (56)Family offices in New York (68)Family offices in Chicago and Illinois (17)Family offices in Colorado (15)Family offices in Massachusetts (13)

By investment focus

Investment focus	On this list	Share
Public Equities	152	79%
Fixed Income	78	40%
Private Funds	70	36%
Private Equity	51	26%
Real Estate	34	18%
Hedge Funds	29	15%
Direct Investments	29	15%
Venture Capital and Startups	23	12%

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 fixed income (93)Family offices that invest in private funds (109)Family offices that invest in private equity (177)Family offices that invest in real estate (149)Family offices that invest in hedge funds (40)Family offices that invest in direct deals in private companies (143)Family offices that invest in startups and venture capital (110)

Method and limits

Source: All 193 rows come from an SEC filing (Form ADV or 13F). 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 the United States. 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 193 rows: focus 172, website 168, disclosed assets 165. In the paid file: named decision-makers on 169 rows, office email on 38, LinkedIn page on 47.
Corrections: Email hello@familyofficeroster.com or use the update form. We act within 5 working days.

How we verify

Questions

How many multi-family offices in the United States are there?

We list 193 as of November 2026: all multi-family offices.

Which cities have the most multi-family offices in the United States?

New York (14), Miami (7) and Dallas (6). 135 offices on this list are in other cities or give no city.

Do multi-family offices in the United States invest in startups?

23 of the 193 name venture capital or startups as a focus. The most common focus tags on this list are Public Equities (152), Fixed Income (78) and Private Funds (70). 21 offices state no focus.

How do I contact multi-family offices in the United States?

169 of the 193 offices name at least one decision-maker in a public source and 38 publish an office email; Financial Gravity Family Office Services, LLC names the most people (6). The file holds all 435 names with their roles. We list addresses the office publishes itself, never personal emails.

Where does the data on multi-family offices in the United States come from?

All 193 offices come from an SEC filing (Form ADV or 13F). Each row shows its source label and the date we checked it. The row checked most recently is AG Asset Advisory, LLC, on 10 Nov 2026.

Broader lists

Multi-family offices (236)Family offices in the United States (481)

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