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Family Office Real Estate Daily · Lead-Magnet Feed

The 50 Most Actively Deploying Family Offices

Ranked by SEC Form D private-placement filings in the trailing 90 days. These are the family offices actually putting capital to work right now — sourced from EDGAR, refreshed daily.

Ranked
50
Total active 90d
86
Source
SEC EDGAR Form D
Refreshed
Aug 8, 2026, 3:11 AM
#Family OfficeAUM90d
1
Delegate Advisors, LLCActive · 9 in 90d
Multi-Family Office · Chapel Hill, NC
$1.7B9
2
Cynosure Group, LLCActive · 9 in 90d
Multi-Family Office · Salt Lake City, UT
$9.8B9
3
Alongside, LLCActive · 8 in 90d
Multi-Family Office · Austin, TX
$879M8
4
East Rock Capital, LLCVerifiedActive · 8 in 90d
Multi-Family Office · New York, NY
$4.8B8
5
Sanctuary Advisors, LLCActive · 7 in 90d
Multi-Family Office · Miami, FL
$34.9B7
6
Emerald Advisors, LLCActive · 7 in 90d
Multi-Family Office · Bellevue, WA
$941M7
7
Crestwood AdvisorsVerifiedActive · 7 in 90d
Multi-Family Office · Boston, MA
$8.0B7
8
Ieq Capital, LLCActive · 7 in 90d
Multi-Family Office · Foster City, CA
$56.8B7
9
Tiedemann Advisors, LLCVerifiedActive · 6 in 90d
Multi-Family Office · New York, NY
$31.0B6
10
Chicago Partners Investment Group LLCActive · 6 in 90d
Multi-Family Office · Chicago, IL
$7.5B6
11
Hightower Advisors, LLCActive · 5 in 90d
Multi-Family Office · Chicago, IL
$198.6B5
12
Arlington Partners LLCActive · 5 in 90d
Multi-Family Office · Birmingham, AL
$2.3B5
13
Iconiq Capital, LLCVerifiedActive · 5 in 90d
Multi-Family Office · San Francisco, CA
$117.5B5
14
BNY Mellon Advisors, Inc.Active · 5 in 90d
Multi-Family Office · New York, NY
$33.5B5
15
St. Clair Advisors, LLCActive · 5 in 90d
Multi-Family Office · Mayfield Heights, OH
$1.1B5
16
BNY Mellon Investment Adviser, Inc.VerifiedActive · 5 in 90d
Multi-Family Office · New York, NY
$419.5B5
17
Avenir CorporationActive · 5 in 90d
Multi-Family Office · Alexandria, VA
$849M5
18
Hrtg Gpe, LLCActive · 5 in 90d
Multi-Family Office · Wilson, WY
$27.1B5
19
Mosaic AdvisorsActive · 4 in 90d
Multi-Family Office · Houston, TX
$581M4
20
New Republic PartnersActive · 4 in 90d
Multi-Family Office · Charlotte, NC
$3.0B4
21
Rockefeller Capital ManagementVerifiedActive · 4 in 90d
Multi-Family Office · New York, NY
$99.6B4
22
Rockefeller Capital ManagementVerifiedActive · 4 in 90d
Multi-Family Office · New York, NY
$36.8B4
23
Multi-Family Office · El Segundo, CA
$1.8B4
24
Multi-Family Office · New York, NY
$1.3B3
25
Harbor AdvisorsActive · 3 in 90d
Multi-Family Office · West Palm Beach, FL
$852M3
26
MarinerActive · 3 in 90d
Multi-Family Office · Overland Park, KS
$125.4B3
27
Brown AdvisoryActive · 3 in 90d
Multi-Family Office · Baltimore, MD
$124.3B3
28
One Madison Group LLCActive · 3 in 90d
Multi-Family Office · New York, NY
$7.0B3
29
Castle Rock Advisors LLCActive · 3 in 90d
Multi-Family Office · Boston, MA
$2.4B3
30
Pinnacle AdvisorsActive · 3 in 90d
Multi-Family Office · Mansfield, OH
$2.1B3
31
Multi-Family Office · Grand Rapids, MI
$1.1B3
32
Fortis Advisors, LLCActive · 3 in 90d
Multi-Family Office · Wayne, PA
$584M3
33
Leucadia Asset Management LLCActive · 3 in 90d
Multi-Family Office · New York, NY
$3.1B3
34
Pinnacle Associates, Ltd.VerifiedActive · 3 in 90d
Multi-Family Office · New York, NY
$10.4B3
35
Everhart AdvisorsActive · 3 in 90d
Multi-Family Office · Dublin, OH
$2.5B3
36
Declaration Partners LPActive · 3 in 90d
Multi-Family Office · New York, NY
$2.0B3
37
Peakline Partners, LLCActive · 3 in 90d
Multi-Family Office · Chicago, IL
$2.8B3
38
Capital Investment Advisors, LLCActive · 2 in 90d
Multi-Family Office · Atlanta, GA
$8.2B2
39
Brown AdvisoryActive · 2 in 90d
Multi-Family Office · Norfolk, VA
$7.6B2
40
August GroupActive · 2 in 90d
Multi-Family Office · Toronto, null
$740M2
41
Riverstone Advisors, LLCActive · 2 in 90d
Multi-Family Office
$641M2
42
Shepherd Kaplan LLCActive · 2 in 90d
Multi-Family Office · Boston, MA
$10.2B2
43
Multi-Family Office · Tysons Corner, VA
$701M2
44
Aspiriant, LLCVerifiedActive · 2 in 90d
Multi-Family Office · Los Angeles, CA
$18.0B2
45
PathstoneVerifiedActive · 2 in 90d
Multi-Family Office · Englewood, NJ
$110.3B2
46
Legacy Knight MFO, LLCActive · 2 in 90d
Multi-Family Office · Dallas, TX
$2.8B2
47
Odeon Capital Advisors LLCActive · 2 in 90d
Multi-Family Office · New York, NY
$967M2
48
New Legacy Group, LLCActive · 2 in 90d
Multi-Family Office · New York, NY
$1.3B2
49
Multi-Family Office · Roseland, NJ
$831M2
50
Windsor Advisory Group, LLCActive · 2 in 90d
Multi-Family Office · Columbus, OH
$2.9B2

Methodology

Each family office in this ranking is sourced from SEC Form ADV (the directory) and enriched daily against the SEC EDGAR full-text search for Form D — the Reg D private-placement notice filed by issuers raising private capital. We surface filings where the firm name appears as a participating party. Rankings use the trailing 90-day filing count to capture recent deployment activity rather than historical volume. We never derive dollar commitments from Form D's “total offering amount” (that's the issuer's raise size, not the FO's commitment).

Want the verified contact for any firm on this list? Visit the directory →