Family Office Index

135 family offices registered with the SEC, ranked by the assets they manage.

Find family capital. Every family office registered as an investment adviser, by name and place.
Size them up. Regulatory assets, accounts, and high-net-worth clients, as each reports on Form ADV.
Know what’s missing. Most family offices are exempt from registering, so they aren’t on this list.

Find LPs for your fund See the LP Directory

$737B in combined assets reported on Form ADV

The largest, by regulatory assets

Family offices by regulatory assets under management
#	Family office	Location	Assets (RAUM)	Accounts	HNW clients
1	ICONIQ Capital, LLC	San FranciscoCA	$118B	1,651	380
2	PathstonePathstone Family Office, LLC	EnglewoodNJ	$110B	27,165	1,834
3	Rockefeller Capital ManagementRockefeller Financial LLC	New YorkNY	$99.6B	95,368	15,255
4	Cresset Asset Management, LLC	ChicagoIL	$78.9B	32,894	3,667
5	Rockefeller Capital ManagementRockefeller & CO. LLC	New YorkNY	$36.8B	10,479	2,596
6	BBR Partners, LLC	New YorkNY	$36.5B	1,875	203
7	Silvercrest Asset Management Group LLC	New YorkNY	$28.3B	1,205	1,081
8	Stonehage FlemingStonehage Fleming Investment Management Limited	London, Greater LondonUnited Kingdom	$23.8B	725	291
9	Aspiriant, LLC	Los AngelesCA	$18B	12,173	1,683
10	We Family OfficesW.E. Family Offices, LLC	Coral GablesFL	$17.8B	112	112
11	Gresham Partners, LLC	ChicagoIL	$13.8B	251	197
12	LNWLaird Norton Wetherby Wealth Management, LLC	SeattleWA	$12.2B	6,041	850
13	Callan Family Office, LLC	RadnorPA	$10.2B	2,697	170
14	BMO Family Office, LLC	ChicagoIL	$10B	5,101	70
15	Marcuard Family Office LTD	ZurichSwitzerland	$8.7B	380	65
16	Fiduciary Trust International, LLC	LincolnMA	$7.7B	483	62
17	Glenmede Investment Management, LP	PhiladelphiaPA	$6.2B	1,025	915
18	PitcairnPitcairn Wealth Advisors LLC	ConshohockenPA	$5.9B	2,133	330
19	BalentineBalentine LLC	AtlantaGA	$5.5B	3,447	426
20	Wellspring Family OfficeWellspring Financial Advisors, LLC	ClevelandOH	$5.1B	2,051	118
21	TFO Family Office PartnersTFO Family Office Partners, LLC	PhoenixAZ	$5B	1,939	231
22	JFG Family OfficeJohnson Financial Group LLC	DenverCO	$4.5B	1,745	154
23	BT Family Office, LLC	AtlantaGA	$4B	10	10
24	Matter Family OfficeMatter, LLC	ST LouisMO	$3.8B	2,360	128
25	Biltmore Family Office, LLC	CharlotteNC	$3.5B	86	71
26	Colony Family Offices, LLC	CharlotteNC	$3.4B	1,048	631
27	Stokes Family Office LLC	New OrleansLA	$3.4B	2,486	383
28	Mosaic WealthMosaic Family Wealth Partners, LLC	ST. LouisMO	$2B	4,827	321
29	Cherry Creek Family OfficesCherry Creek Family Offices, LLC	DenverCO	$2B	1,284	20
30	Boston Family Office LLC	BostonMA	$2B	816	245
31	Strategic Family Wealth Counselors, L.L.C.	FairfieldNJ	$1.7B	3,600	150
32	Activ8 Family Office LLC	McLeanVA	$1.5B	1,844	148
33	Class VI Family Office, LLC	DenverCO	$1.5B	824	148
34	Fusion Family Wealth, LLC	WoodburyNY	$1.4B	1,324	200
35	Double Eagle Family Offices, LLC	Fort WorthTX	$1.4B	114	2
36	Fifth Avenue Family OfficeFifth Avenue Family Office LLC	NaplesFL	$1.4B	124	9
37	Allie Family Office LLC	MiamiFL	$1.3B	51	30
38	Element Pointe Family OfficeElement Pointe Advisors, LLC	MiamiFL	$1.2B	412	52
39	Founders Family OfficeAdamo Capital Family Office LLC	MiamiFL	$1.1B	243	8
40	QP Global Family Offices, LLC	GreenwichCT	$1B	243	10
41	Standard Family Office, LLC	Sioux FallsSD	$1B	2	—
42	Fortitude Family OfficeFortitude Family Office, LLC	ScottsdaleAZ	$1B	848	312
43	Omnia Family Wealth, LLC	AventuraFL	$995M	922	92
44	Pioneer Family Office, LLC	North Miami BeachFL	$957M	297	60
45	Tarbox Family Office, INC.	Newport BeachCA	$954M	731	208
46	Hampshire Family OfficeGranite Fo, LLC		$866M	70	62
47	Cambient Family Office, LLC	AdaMI	$858M	260	172
48	Friends & Family Capital Management, LLC	Menlo ParkCA	$794M	17	—
49	Independent Family Office, LLC	AlbanyNY	$760M	198	43
50	QTR Family Wealth, LLC	Lake MaryFL	$749M	801	144
51	Fiduciary Family Office, LLC	Boca RatonFL	$748M	624	46
52	Stenger Family Office, LLC	NapervilleIL	$735M	2,287	307
53	Virtus Family OfficeVirtus Family Office, LLC	El PasoTX	$727M	211	74
54	RPG Family Wealth Advisory, LLC	BurlingtonMA	$701M	600	133
55	Family Investment CenterFamily Investment Center, INC.	Saint JosephMO	$689M	2,200	265
56	Eagle Bay Family OfficeEagle Bay Advisors LLC	New YorkNY	$681M	475	37
57	Family Office Research, LLC	BethesdaMD	$648M	136	103
58	Wealth Dimensions Family Office, Inc	CincinnatiOH	$626M	134	13
59	Brave Family AdvisorsBrave Asset Management, INC.	SummitNJ	$624M	922	93
60	Oak Family Advisors, LLC	ChicagoIL	$621M	853	128
61	Corus Family Wealth Advisors, INC.	McKinneyTX	$620M	700	70
62	Safe Harbor Family Capital, LLC	Chapel HillNC	$614M	235	10
63	Keeler & Nadler Family WealthKeeler & Nadler Financial Planning and Wealth Management, LLC	DublinOH	$610M	2,043	188
64	Central Family Advisors, LLC	New YorkNY	$608M	20	20
65	Destiny Family Office	TavaresFL	$605M	294	28
66	Financial Gravity Family Office Services, LLC	LakewayTX	$590M	3,077	149
67	Oneascent Family OfficesOneascent Family Office LLC	BirminghamAL	$544M	292	35
68	Compound Family Offices, LLC	SarasotaFL	$541M	324	68
69	Collective Family Office, LLC	YorkPA	$533M	478	80
70	Noble Family WealthNoble Family Wealth, LLC	ClearwaterFL	$527M	488	67
71	Morton Brown Family Wealth LLC	AllentownPA	$483M	275	125
72	TimonierTimonier Family Office, LTD.	Winston SalemNC	$450M	707	100
73	Family Capital ManagementFamily Capital Management, INC.	Grand RapidsMI	$435M	1,322	131
74	Sestante Family OfficeSestante Wealth Management, LLC	CoronadoCA	$434M	16	9
75	Tred Avon Family Wealth, LLC	EastonMD	$432M	347	296
76	Arrowroot Family Office, LLC	Marina Del ReyCA	$431M	1,416	595
77	Longwall Family OfficeLongwall Investment Partners, LLC	WestportCT	$428M	120	20
78	Legacy Bridge Private Family OfficesLegacy Bridge, LLC	West Des MoinesIA	$426M	117	27
79	Heritage Family Offices, LLP	ScottsdaleAZ	$423M	1,057	80
80	Family Wealth Advisory Group, LLC	CincinnatiOH	$396M	835	102
81	Private Family Wealth AdvisorsPFW Advisors, LLC	AtlantaGA	$393M	371	74
82	Family Wealth Partners, LLC	MatthewsNC	$392M	1,020	60
83	LBJ Family Wealth Advisors, LTD.	AustinTX	$389M	94	67
84	Pinnacle Family Advisors, LLC	SpringfieldMO	$372M	2,007	105
85	Superior Planning Wealth Management & Family OfficeSuperior Planning, LLC	San DiegoCA	$350M	1,059	78
86	Custos Family Office LLC		$347M	229	46
87	Petros Family Wealth, LLC	BloomingtonMN	$342M	1,736	83
88	Rainier Family Wealth, INC.	TacomaWA	$331M	446	71
89	Boston Family Advisors LLC	BostonMA	$330M	198	38
90	Greenwood Family Advisors LLC	MiamiFL	$327M	120	13
91	Pointone Family OfficePointone Family Office, LLC	Manhattan BeachCA	$327M	227	17
92	Family Wealth Planning PartnersFamily Wealth Planning Partners LLC	LouisvilleKY	$317M	1,366	51
93	Aurelius Family Office, LLC	BedfordNH	$315M	167	84
94	Brady Family Wealth, LLC	Saint LouisMO	$313M	259	66
95	Seneschal Family OfficeSeneschal Advisors, LLC	TacomaWA	$301M	665	89
96	Alpha Capital Family Office, LLC	Greenwood VillageCO	$296M	535	83
97	Exceptional Wealth & Family OfficeEc Ventures V LLC	Colorado SpringsCO	$292M	527	41
98	Griffin Family Partners, LLC		$284M	173	18
99	Horizon Family Wealth, INC.	ChicagoIL	$279M	418	64
100	Storyone Family OfficeStoryone LLC	Overland ParkKS	$259M	729	51
101	Redwood Family Wealth LLC	PlanoTX	$259M	889	62
102	Texas Family Wealth, LLC	FriendswoodTX	$257M	1,074	12
103	MFG Family Office LLC	CdmxMexico	$222M	6	—
104	Avantra Family Wealth, INC.	MechanicsburgPA	$222M	1,041	65
105	Riverglades Family Offices, LLC	NaplesFL	$221M	200	34
106	Atlantic Family Wealth, LLC	Coral GablesFL	$210M	558	137
107	MB Family AdvisorsMB Family Advisors, LLC	New YorkNY	$204M	8	7
108	Forthright Family Wealth Advisory LLC	HoustonTX	$191M	221	45
109	Xception Family OfficeXception Advisory Services, LLC	AtlantaGA	$189M	28	26
110	Liftpoint Family Wealth Advisors, LLC	Far HillsNJ	$188M	273	45
111	Angeles Family OfficeAngeles Family Office, LLC	Santa MonicaCA	$182M	226	18
112	Crossgrain Family Investments, LLC		$178M	220	54
113	Wpa Family Office, LLC	DallasTX	$175M	35	21
114	Woodlock House Family CapitalWoodlock Family Capital Management, LLC		$165M	1	—
115	Five Eleven PartnersFive Eleven Family Office LLC	Garden CityNY	$163M	36	5
116	MCS Family Wealth AdvisorsMCS Financial Advisors LLC		$163M	220	54
117	Freedom Family Office, LLC		$162M	216	44
118	Arden Global Family OfficesArdenwood Advisors, LLC		$146M	30	7
119	PMG Family Office, LLC	PlanoTX	$144M	296	35
120	Lane Family Wealth ManagementEn Enterprises, LLC	North LibertyIA	$143M	205	53
121	Pulliam Family Office, LLC	Crested ButteCO	$142M	215	37
122	Capitol Family Office, INC.	BeavertonOR	$136M	462	45
123	Family Wealth Partners LLC	MedfordNJ	$131M	560	41
124	Dca Family Office, LLC	RosevilleCA	$120M	1	—
125	Legacy Road Family OfficesLegacy Road LLC		$117M	4	4
126	Bernard & Johnson Family Wealth ManagementBernard & Johnson, LLC	PasadenaCA	$113M	216	30
127	Family Partners Capital, LLC	HamiltonMA	$92M	196	160
128	Taylor Frigon Family Office, LLC	ScottsdaleAZ	$20M	17	—
	818 Family Office, LLC	AustinTX	—	—	—
	Astravia Family Wealth Office LLC	El SegundoCA	—	—	—
	Clearview Family Wealth, LLC	PeabodyMA	—	—	—
	Dow Family Office Advisory, LLC	Lakewood RanchFL	—	—	—
	Family Office Investment Advisory LLC	ScottsdaleAZ	—	—	—
	Inscription Family Office, LLC	HoustonTX	—	—	—
	PLH Family Office, LLC	Garden CityNY	—	—	—

About the data

Regulatory assets under management (Form ADV Item 5.F) as reported by each adviser in its latest filing. Single-family offices are exempt from SEC registration and are not included. Included are advisers whose names identify them as family offices or family wealth firms, plus well-known multi-family offices. Figures are from each firm’s latest Form ADV as published by the SEC on September 1, 2026.

Single-family offices that serve one family are exempt from SEC registration and don’t publicly report assets, so they aren’t listed. Source: SEC Form ADV data: registered investment advisers.