Notable Family Offices Registered with the SEC (2026)

Pathstone (legal name Pathstone Family Office, LLC) manages $110 billion, more than the next 48 SEC-registered firms that call themselves family offices combined, according to SEC Form ADV data for September 1, 2026. 67 SEC-registered advisers have "family office" in their name and report high net worth clients, and together they manage $224 billion, according to SEC data; the median firm manages $699 million. WE Family Offices is second, with $17.8 billion, according to SEC data.

Form ADV has no family office field, so this list is built by a stated rule rather than a regulator's flag: an SEC-registered adviser whose name, as filed, says "family office", and that reports high net worth individual clients. It cannot include single-family offices. Under the SEC's family office rule, a family office that meets the rule is not an investment adviser under the Advisers Act, so it does not register and files no Form ADV.

SEC-registered advisers that call themselves family offices

Ranked by regulatory assets under management (Item 5.F.(2)(c)). High net worth clients and the assets attributed to them are from Item 5.D.(b), counted the way each firm counts them. Where the words appear only in the legal name, the legal name follows in brackets; that is the case for two of the firms in the table.

Rank	Adviser	Headquarters	Regulatory assets	High net worth clients	Share of assets for high net worth clients	Regulatory assets per high net worth client	Source
1	Pathstone (Pathstone Family Office, LLC)	Englewood, NJ	$110 billion	1,834	83%	$50 million	SEC
2	WE Family Offices	Coral Gables, FL	$17.8 billion	112	100%	$159 million	SEC
3	Callan Family Office, LLC	Radnor, PA	$10.2 billion	170	70%	$42 million	SEC
4	BMO Family Office, LLC	Chicago, IL	$10.0 billion	70	98%	$140 million	SEC
5	Marcuard Family Office Ltd.	Zurich, Switzerland	$8.7 billion	65	64%	$85 million	SEC
6	Wellspring Family Office	Cleveland, OH	$5.1 billion	118	98%	$42 million	SEC
7	TFO Family Office Partners	Phoenix, AZ	$5.0 billion	231	98%	$21 million	SEC
8	JFG Family Office	Denver, CO	$4.5 billion	154	99%	$29 million	SEC
9	BT Family Office, LLC	Atlanta, GA	$4.0 billion	10	100%	$400 million	SEC
10	Matter Family Office	St Louis, MO	$3.8 billion	128	90%	$27 million	SEC
11	Biltmore Family Office, LLC	Charlotte, NC	$3.5 billion	71	98%	$48 million	SEC
12	Colony Family Offices, LLC	Charlotte, NC	$3.4 billion	631	96%	$5 million	SEC
13	Stokes Family Office LLC	New Orleans, LA	$3.4 billion	383	70%	$6 million	SEC
14	Cherry Creek Family Offices	Denver, CO	$2.0 billion	20	97%	$99 million	SEC
15	Boston Family Office LLC	Boston, MA	$2.0 billion	245	93%	$8 million	SEC
16	Activ8 Family Office LLC	McLean, VA	$1.5 billion	148	96%	$10 million	SEC
17	Class VI Family Office, LLC	Denver, CO	$1.5 billion	148	99%	$10 million	SEC
18	Double Eagle Family Offices, LLC	Fort Worth, TX	$1.4 billion	2	0%	$3 million	SEC
19	Fifth Avenue Family Office	Naples, FL	$1.4 billion	9	99%	$149 million	SEC
20	Allie Family Office LLC	Miami, FL	$1.3 billion	30	30%	$13 million	SEC
21	Fortitude Family Office	Scottsdale, AZ	$1.3 billion	357	85%	$3 million	SEC
22	Element Pointe Family Office	Miami, FL	$1.2 billion	52	100%	$23 million	SEC
23	Founders Family Office	Miami, FL	$1.1 billion	8	100%	$140 million	SEC
24	QP Global Family Offices, LLC	Greenwich, CT	$1.0 billion	10	89%	$94 million	SEC
25	Pioneer Family Office, LLC	North Miami Beach, FL	$957 million	60	23%	$4 million	SEC
26	Tarbox Family Office, Inc.	Newport Beach, CA	$954 million	208	88%	$4 million	SEC
27	Hampshire Family Office	Not published	$866 million	62	95%	$13 million	SEC
28	Cambient Family Office, LLC	Ada, MI	$858 million	172	60%	$3 million	SEC
29	Independent Family Office, LLC	Albany, NY	$760 million	43	100%	$18 million	SEC
30	Fiduciary Family Office, LLC	Boca Raton, FL	$748 million	46	97%	$16 million	SEC
31	Stenger Family Office, LLC	Naperville, IL	$735 million	307	83%	$2 million	SEC
32	Virtus Family Office	El Paso, TX	$727 million	74	79%	$8 million	SEC
33	Wealth Dimensions Family Office, Inc.	Cincinnati, OH	$716 million	13	100%	$55 million	SEC
34	Eagle Bay Family Office	New York, NY	$681 million	37	99%	$18 million	SEC
35	Family Office Research, LLC	Bethesda, MD	$648 million	103	85%	$5 million	SEC
36	Destiny Family Office	Tavares, FL	$605 million	28	96%	$21 million	SEC
37	Financial Gravity Family Office Services, LLC	Lakeway, TX	$590 million	149	46%	$2 million	SEC
38	Oneascent Family Offices	Birmingham, AL	$544 million	35	43%	$7 million	SEC
39	Compound Family Offices, LLC	Sarasota, FL	$541 million	68	95%	$8 million	SEC
40	Collective Family Office, LLC	York, PA	$533 million	80	94%	$6 million	SEC
41	Timonier (Timonier Family Office, Ltd.)	Winston Salem, NC	$450 million	100	85%	$4 million	SEC
42	Sestante Family Office	Coronado, CA	$434 million	9	98%	$47 million	SEC
43	Arrowroot Family Office, LLC	Marina Del Rey, CA	$431 million	595	76%	$548,000	SEC
44	Longwall Family Office	Westport, CT	$428 million	20	91%	$20 million	SEC
45	Legacy Bridge Private Family Offices	West Des Moines, IA	$426 million	27	96%	$15 million	SEC
46	Heritage Family Offices, LLP	Scottsdale, AZ	$423 million	80	13%	$703,000	SEC
47	Superior Planning Wealth Management & Family Office	San Diego, CA	$350 million	78	62%	$3 million	SEC
48	Custos Family Office LLC	Not published	$347 million	46	90%	$7 million	SEC
49	Pointone Family Office	Manhattan Beach, CA	$327 million	17	99%	$19 million	SEC
50	Aurelius Family Office, LLC	Bedford, NH	$315 million	84	87%	$3 million	SEC

Download this table (CSV), free. The full dataset, every adviser the name rule matched with its client counts, assets by client type and status, including the nine set aside, is one email away.

What the numbers show

• The clients are wealthy individuals. According to SEC data, these firms attribute 85% of their combined regulatory assets to high net worth individuals, and 59 of the 66 that report regulatory assets attribute at least half to them.
• The relationships are large. The median firm on the list manages $8.3 million per high net worth client, against $2.7 million at the median SEC-registered adviser with such clients, according to Form ADV data.
• Where they are. Florida is home to more of them than any other state, 10, according to SEC data. One is based outside the United States.

One of them reports no regulatory assets and is listed in the full dataset rather than ranked, according to SEC data.

For a ranking of every adviser by the assets it manages for high net worth clients, whatever it calls itself, see the largest wealth managers by high net worth assets.

What this means for technology buyers

A family office reports on everything a family owns, not only the portfolio it manages: private companies, real estate, trusts and partnerships, often across generations. That puts consolidated reporting, partnership accounting and estate planning at the center of its systems. These guides compare the options side by side:

• Portfolio management systems for family offices: positions, performance and consolidated reporting across entities.
• Estate planning software: modeling transfers and trusts across generations.
• Private banking solutions for affluent clients: the banking and lending side of a high net worth relationship.
• Goal-based planning tools: planning around a family's goals rather than a single account.

Planning the change before choosing the vendor? The Wealth Management Business Capabilities Model maps the work of a wealth firm, from client onboarding to reporting.

More from Finantrix Atlas

• Largest wealth managers by high net worth assets
• SEC-registered RIAs with the most individual clients
• Largest RIAs in each state
• Largest registered investment advisers

How this list was built

The universe is every adviser in the SEC's monthly file of registered investment advisers for September 1, 2026, published October 2, 2026. The rule has two parts, and anyone can rerun it on that file:

• Self-description: the primary business name or legal name, as filed, contains the words "family office" or "family offices". 76 advisers match.
• Client test: the adviser reports high net worth individual clients in Item 5.D.(b) of Form ADV Part 1A, either a number or the "fewer than 5" box. 67 pass; the nine that do not are set aside and named in the full dataset with their client counts.

Firms are ranked by regulatory assets as filed. 68 advisers in the file whose latest Form ADV filing is more than fifteen months older than the file are left out before the rule is applied, because they have missed an annual amendment, according to SEC data. For every firm in the table, the regulatory assets it attributes to each client type in Item 5.D.(3) add up to its total, as the form requires, which shows the client-type columns were read in the right places. There is no second publisher of a family office list to check against.

Limits

• Single-family offices are invisible. A family office that meets the SEC's rule 202(a)(11)(G)-1 does not register, so the largest family offices in the country may not appear in any SEC data.
• The rule misses firms that do not use the words. A multi-family office that does not say "family office" in its name, whatever it calls itself, is not on this list. The high net worth ranking ranks every SEC-registered adviser by the assets it manages for high net worth clients.
• Form ADV does not count families. The list cannot tell a multi-family office from a single-family office that registered anyway, or from a firm that uses the words as a brand. Client counts are each firm's own.
• SEC-registered advisers only. State-registered advisers and exempt reporting advisers are not in the SEC's file.
• One file date. The date of the data is September 1, 2026. Client counts and assets by client type are updated at each annual amendment, so they can be up to a year older than the file.

Cite this

Free to quote, cite and republish, including the chart, with credit to Finantrix Atlas and a link to this page.

67 SEC-registered advisers call themselves family offices and serve high net worth clients, managing $224 billion between them, according to a Finantrix Atlas analysis of SEC Form ADV data for September 1, 2026.

Pathstone manages more than the next 48 SEC-registered firms named "family office" combined, according to Finantrix Atlas analysis of SEC data.

Suggested citation: Finantrix Atlas, "Notable Family Offices Registered with the SEC," data as of September 1, 2026, from SEC Form ADV data. https://www.finantrix.com/articles/family-offices-registered

Embed the chart:

<a href="https://www.finantrix.com/articles/family-offices-registered"><img src="https://www.finantrix.com/atlas/family-offices-registered.png" alt="SEC-registered advisers that call themselves family offices, by regulatory assets, from Finantrix Atlas"></a>
<p>Chart: <a href="https://www.finantrix.com/articles/family-offices-registered">Finantrix Atlas</a>, from SEC Form ADV data.</p>

Frequently asked questions

Q: Do family offices have to register with the SEC? A: Not if they meet the SEC's family office rule, rule 202(a)(11)(G)-1: such a family office is not an investment adviser under the Advisers Act. A multi-family office, or a family office that does not meet the rule, is not excluded by it and registers like other advisers.

Q: Which is the largest SEC-registered family office? A: Among SEC-registered advisers with "family office" in their name that serve high net worth clients, Pathstone, with $110 billion in regulatory assets, according to SEC Form ADV data for September 1, 2026. Firms that do not use the words are not counted.

Q: How many multi-family offices are registered with the SEC? A: Form ADV does not say. According to SEC data for September 1, 2026, 67 SEC-registered advisers have "family office" in their name and report high net worth clients; other multi-family offices register under other names.

Q: Why are single-family offices not on the list? A: A single-family office that meets the SEC's family office rule is excluded from the Advisers Act, so it files no Form ADV and does not appear in the SEC's adviser data.