--- title: "193 Multi-family Offices in the United States, Verified Nov 2026" last_updated: "2026-11-10" rows: "193" free_rows: "25" source: "SEC filings" canonical: "https://familyofficeroster.com/lists/multi-family-offices-in-the-united-states/" --- # 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. - 193 family offices - 23 with startups or venture as a stated focus - 435 named decision-makers on file ## All 193 multi-family offices in the United States: full detail on the first 25 | Family office | Type | City | Focus | Disclosed assets | Source | Checked | Profile | |---|---|---|---|---|---|---|---| | AG Asset Advisory, LLC | Multi-family office | Los Angeles | Public Equities, Fixed Income | $440M regulatory AUM (Form ADV, filed 2026-03-05) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/ag-asset-advisory/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/aletheian-wealth-advisors/ | | Allie Family Office LLC | Multi-family office | Miami | Private Funds, Fixed Income | $1.3B regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/allie-family-office/ | | Altman Advisors | Multi-family office | Chicago | Public Equities, Private Equity, Fixed Income | $483M regulatory AUM (Form ADV, filed 2026-10-23) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/altman-advisors/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/anderson-growth-partners/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/ariadne-wealth-management/ | | Aurelius Family Office, LLC | Multi-family office | Bedford | Private Funds | $315M regulatory AUM (Form ADV, filed 2026-10-14) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/aurelius-family-office/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/avestar-capital/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/bayshore-capital/ | | Bitterroot Capital Advisors LLC | Multi-family office | Bozeman | Private Equity, Private Funds | $1.8B regulatory AUM (Form ADV, filed 2026-08-24) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/bitterroot-capital-advisors/ | | Bluestone Private Wealth, LLC | Multi-family office | Cleveland | Public Equities, Private Funds | $190M regulatory AUM (Form ADV, filed 2026-03-05) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/bluestone-private-wealth/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/cambient-family-office/ | | Capitol Family Office, Inc. | Multi-family office | Beaverton | Public Equities | $136M regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/capitol-family-office/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/clearwell-group/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/compound-family-offices/ | | CWA Asset Management Group | Multi-family office | Naples | Public Equities, Fixed Income | $3.4B 13F holdings (Q3 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/cwa-asset-management-group/ | | Exceptional Wealth & Family Office | Multi-family office | Colorado Springs | Public Equities | $292M regulatory AUM (Form ADV, filed 2026-10-21) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/exceptional-wealth-family-office/ | | Family Financial | Multi-family office | Manhattan Beach | Public Equities | $280M regulatory AUM (Form ADV, filed 2026-03-30) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/family-financial/ | | Granger Management LLC | Multi-family office | New York | Private Funds, Private Equity | $4.9B regulatory AUM (Form ADV, filed 2026-03-12) | SEC filing | 2026-11-04 | https://familyofficeroster.com/family-offices/granger-management/ | | Halcyon Global Advisors | Multi-family office | Dallas | Public Equities, Fixed Income | $221M regulatory AUM (Form ADV, filed 2026-03-12) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/halcyon-global-advisors/ | | Highview Capital Management, LLC | Multi-family office | Buffalo Grove | Public Equities, Private Equity | $416M regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/highview-capital-management/ | | Ironoak Wealth | Multi-family office | Cedar Park | Public Equities | $133M regulatory AUM (Form ADV, filed 2026-10-20) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/ironoak-wealth/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/legacy-knight-mfo/ | | Matter Family Office | Multi-family office | St. Louis | Public Equities, Private Funds | $3.8B regulatory AUM (Form ADV, filed 2026-07-21) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/matter-family-office/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/maximai-investment-partners/ | Other offices on this list (name, type, city): - Miller, Gesko & Company Inc., Multi-family office, Buffalo - Moment Private Wealth, Multi-family office, St. Louis - Muse Capital Management LLC, Multi-family office, Santa Monica - Nolet Wealth Management, LLC, Multi-family office, Fort Worth - Nuclo Wealth, Multi-family office, Houston - Proficio Capital Partners LLC, Multi-family office, Newton - Prossimo Advisors LLC, Multi-family office, San Luis Obispo - Pulliam Family Office, LLC, Multi-family office, Crested Butte - QP Global Family Offices, LLC, Multi-family office, Greenwich - Sander Capital Advisors, Inc., Multi-family office, Seattle - Sepio Capital, LP, Multi-family office, Salt Lake City - Solidarity Wealth, LLC, Multi-family office, Lehi - Steel Grove Capital Advisors, LLC, Multi-family office, Memphis - Tallwoods Partners, LLC, Multi-family office, Chicago - Twin Focus Capital Partners, LLC, Multi-family office, Boston - WPA Family Office, LLC, Multi-family office, Dallas - Aaron Wealth Advisors, Multi-family office, Chicago - Abernathy Group II LLC, Multi-family office, New York - Activ8 Family Office LLC, Multi-family office, Mclean - American Wealth Advisors, LLC, Multi-family office, Johns Creek - Anchyra Partners LLC, Multi-family office, Atlanta - Ark Wealth Management, Multi-family office, Austin - Arrowroot Family Office, LLC, Multi-family office, Marina Del Rey - BBR Partners, LLC, Multi-family office, New York - Boston Family Office LLC, Multi-family office, Boston - Brainvest Wealth Management LLC, Multi-family office, Miami - Breakthru Advisory Services, LLC, Multi-family office, Muskego - BT Family Office, LLC, Multi-family office, Atlanta - Callan Family Office, LLC, Multi-family office, Radnor - Certis Capital Management, Inc., Multi-family office, Santa Barbara - Certuity, LLC, Multi-family office, North Palm Beach - Cherry Creek Family Offices, Multi-family office, Denver - Chronos Capital Advisors LLC, Multi-family office, Miami - Class VI Family Office, LLC, Multi-family office, Denver - CM Wealth Advisors LLC, Multi-family office, Beachwood - Collective Family Office, LLC, Multi-family office, York - Colony Family Offices, LLC, Multi-family office, Charlotte - Corps Capital Advisors, LLC, Multi-family office, Southlake - Curated Wealth Partners, LLC, Multi-family office, El Segundo - Custos Family Office, LLC, Multi-family office, Austin - CV Advisors LLC, Multi-family office, Aventura - DCA Family Office, LLC, Multi-family office, Roseville - Destiny Family Office, Multi-family office, Tavares - Domani Advisors, Multi-family office, New York - Eagle Bay Family Office, Multi-family office, New York - Element Pointe Family Office, Multi-family office, Miami - Evertern Wealth, LLC, Multi-family office, Naples - Exponent Wealth LLC, Multi-family office, Orem - Faith Investor Services, Multi-family office, Scottsdale - Family Fiduciary Services, Inc., Multi-family office, Beverly - Family Office Research, LLC, Multi-family office, Bethesda - Fiduciary Family Office, LLC, Multi-family office, Boca Raton - Financial Gravity Family Office Services, LLC, Multi-family office, Lakeway - Fortitude Family Office, Multi-family office, Scottsdale - Founders Family Office, Multi-family office, Miami - G2 Capital Management, LLC, Multi-family office, Columbus - Haven Private, Multi-family office, Orlando - Heritage Family Offices, LLP, Multi-family office, Scottsdale - Hogantaylor Wealth, Multi-family office, Tulsa - Hudson Capital Advisory, Inc., Multi-family office, Buffalo - Independent Family Office, LLC, Multi-family office, Albany - Integrated Wealth Advisors, LLC, Multi-family office, Bellevue - Iron Financial LLC, Multi-family office, Northbrook - JFG Family Office, Multi-family office, Denver - Jupiter Wealth Management, LLC, Multi-family office, Glendale - Knuff & Company LLC, Multi-family office, Foster City - Legacy Bridge Private Family Offices, Multi-family office, West Des Moines - Longwall Family Office, Multi-family office, Westport - Lountzis Asset Management, LLC, Multi-family office, Wyomissing - Manchester Capital Management LLC, Multi-family office, Manchester - Mountain Hill Investment Partners, Multi-family office, Atlantic Highlands - Muntz Financial, LLC, Multi-family office, Doylestown - Offit Capital, Multi-family office, New York - Ohana Advisors, Multi-family office, San Rafael - Okabena Investment Services Inc, Multi-family office, Minneapolis - Optivest, Inc., Multi-family office, San Juan Capistrano - Osbon Capital Management, LLC, Multi-family office, Boston - Outrunner Capital, LLC, Multi-family office, Austin - PACK Private Wealth, LLC, Multi-family office, Wayzata - Papamarkou Wellner Perkin Advisors, Multi-family office, New York - Parkview US LLC, Multi-family office, New York - Pathstone, Multi-family office, Englewood - Permcap Investment Office, Multi-family office, Charleston - Pine Ridge Advisers LLC, Multi-family office, New York - Pioneer Family Office, LLC, Multi-family office, North Miami Beach - PMG Family Office, LLC, Multi-family office, Plano - Quattro Financial Advisors, Multi-family office, The Woodlands - Riverglades Family Offices, LLC, Multi-family office, Naples - RPG Family Wealth Advisory, LLC, Multi-family office, Burlington - Sahara Investment Group, Multi-family office, Las Vegas - Seneschal Family Office, Multi-family office, Tacoma - Sentry, LLC, Multi-family office, Memphis - Sestante Family Office, Multi-family office, Coronado - Shade Tree Advisors LLC, Multi-family office, Saratoga Springs - Singh Capital Partners, Multi-family office, Bethesda - Stenger Family Office, LLC, Multi-family office, Naperville - Stokes Family Office LLC, Multi-family office, New Orleans - Storyone Family Office, Multi-family office, Overland Park - Strategic Wealth Partners, Ltd., Multi-family office, Independence - Superior Planning Wealth Management & Family Office, Multi-family office, San Diego - Tarbox Family Office, Inc., Multi-family office, Newport Beach - Taylor Frigon Family Office, LLC, Multi-family office, Scottsdale - TFO Family Office Partners, Multi-family office, Phoenix - The Coury Firm, Multi-family office, Pittsburgh - Tiempo Capital Partners, Multi-family office, Miami - Tillman Hartley LLC, Multi-family office, Denver - Timonier, Multi-family office, Winston Salem - Tolleson Wealth Management, Inc., Multi-family office, Dallas - Treasure Valley Financial Planning, Multi-family office, Meridian - Tred Avon Family Wealth, LLC, Multi-family office, Easton - True North Advisors, LLC, Multi-family office, Dallas - Virtus Family Office, Multi-family office, El Paso - WE Family Offices, Multi-family office, Coral Gables - Westmore Asset Management, Multi-family office, Pearl River - Xception Family Office, Multi-family office, Atlanta - Alpha Capital Family Office, LLC, Multi-family office, Greenwood Village - Angeles Family Office, Multi-family office, Santa Monica - Biltmore Family Office, LLC, Multi-family office, Charlotte - BMO Family Office, LLC, Multi-family office, Chicago - Cavalcade Capital, Multi-family office, New York - Cole Wealth Management, LLC, Multi-family office, Scottsdale - EMFO, LLC (Emerald Multi-Family Office), Multi-family office, Weston - Factory Capital LLC, Multi-family office, Los Angeles - Family Asset Management, Multi-family office, Charleston - Fifth Avenue Family Office, Multi-family office, Naples - Hutner Capital Management Inc., Multi-family office, Manchester - Katla Capital, Multi-family office, Houston - Kelleher Financial Advisors, LLC, Multi-family office, New York - Lometa Capital Partners, Multi-family office, Sugar Land - McCutchen Group, Multi-family office, Seattle - National Financial Companies, Multi-family office, Wellington - Pitcairn Company, Multi-family office, Conshohocken - Pointone Family Office, Multi-family office, Manhattan Beach - Port Capital LLC, Multi-family office, Chicago - SagePoint Capital Partners, Multi-family office, Franklin - Saul Wealth Advisors, LLC, Multi-family office, Miami - Standard Family Office, LLC, Multi-family office, Sioux Falls - Three Bridge Wealth Advisors, Multi-family office, Los Altos - Truehaven Capital, Multi-family office, Franklin - 818 Family Office, LLC, Multi-family office, Austin - Arlington Family Offices, Multi-family office, Birmingham - Bessemer Trust, Multi-family office, Woodbridge - Double Eagle Family Offices, LLC, Multi-family office, Fort Worth - Edgewater Investments, Multi-family office, United States - Family Office Investment Advisory LLC, Multi-family office, Scottsdale - Linden Global Strategies, Multi-family office, New York - New Republic Partners, Multi-family office, Charlotte - Radianx Capital, Multi-family office, New York - Unterberg Legacy Capital, Multi-family office, United States - Wealth Dimensions Family Office, Inc, Multi-family office, Cincinnati - Wellspring Family Office, Multi-family office, Cleveland - Boxcar Partners, Multi-family office, United States - Chartwell Family Office, LLC, Multi-family office, Palm Desert - Dow Family Office Advisory, LLC, Multi-family office, Lakewood Ranch - Grand Family Office LLC, Multi-family office, Cheyenne - Inscription Family Office, LLC, Multi-family office, Houston - Open Family Office (ofo) Wealth Management LLC, Multi-family office, Fremont - PLH Family Office, LLC, Multi-family office, Garden City - Sparta Wealth Partners, Multi-family office, Charlotte - The Monday Group, Multi-family office, United States - CS Capital Partners, Multi-family office, Philadelphia - Galapagos Partners, LP, Multi-family office, Houston - Mack & Co., LLC, Multi-family office, Dallas - Voyager Management, Multi-family office, Los Angeles - Family Management Corporation, Multi-family office, United States - Hudson Pacific Group, Multi-family office, United States - Intersect Wealth Advisors, Multi-family office, United States - IRIQIV LLC, Multi-family office, United States 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. Get all 193 offices and 435 named contacts, $995, one-time: https://familyofficeroster.com/buy/us This page: https://familyofficeroster.com/lists/multi-family-offices-in-the-united-states/ ## 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. - 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. ## 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.