Family Office Real Estate Daily · Family Office Directory

California Family Offices

Firms

$549.9B

Total tracked AUM

$117.5B

Largest single firm

75 / 4

Multi / Single

Largest by reported AUM in California: Iconiq Capital, LLC.

Reveal direct contact details

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Firm	Type	City	AUM	Contact	Site
O'neil Global Advisors, Inc. Multi-Family Office · Los Angeles	Multi-Family Office	Los Angeles	$402M	Email + phone	visit
Dean Roland Russell, LLC Multi-Family Office · San Diego	Multi-Family Office	San Diego	$351M	Email + phone	visit
Superior Planning Wealth Management & Family Office Multi-Family Office · San Diego	Multi-Family Office	San Diego	$350M	Phone	visit
Eiger Wealth Management, LLC Multi-Family Office · San Diego	Multi-Family Office	San Diego	$339M	Email + phone	—
5t Wealth, LLC Multi-Family Office · Napa	Multi-Family Office	Napa	$331M	Email + phone	—
Pointone Family Office Multi-Family Office · Manhattan Beach	Multi-Family Office	Manhattan Beach	$327M	Email + phone	visit
Optivest, Inc. Multi-Family Office · San Juan Capistrano	Multi-Family Office	San Juan Capistrano	$319M	Phone	visit
Sherwood Financial Partners, LLC Multi-Family Office · Westlake Village	Multi-Family Office	Westlake Village	$294M	Email + phone	—
Alamar Capital Management, LLC Multi-Family Office · Santa Barbara	Multi-Family Office	Santa Barbara	$260M	Email + phone	—
Galliott Capital Advisors, LLC Multi-Family Office · Beverly Hills	Multi-Family Office	Beverly Hills	$249M	Phone	visit
Nexxus Holdings Advisors LLC Multi-Family Office · Santa Barbara	Multi-Family Office	Santa Barbara	$246M	Phone	—
Prossimo Advisors LLC Multi-Family Office · San Luis Obispo	Multi-Family Office	San Luis Obispo	$239M	Email + phone	visit
Optimize Financial Inc. Multi-Family Office · Laguna Hills	Multi-Family Office	Laguna Hills	$222M	Email + phone	—
Vincimus Capital, LLC Multi-Family Office · Malibu	Multi-Family Office	Malibu	$184M	Email + phone	visit
Legacy Wealth Advisors, LLC Multi-Family Office · San Jose	Multi-Family Office	San Jose	$178M	Email + phone	visit
Sonoma Private Wealth LLC Multi-Family Office · Novato	Multi-Family Office	Novato	$158M	Email + phone	visit
Tax Efficient Asset Management Solution, Inc. Multi-Family Office · Costa Mesa	Multi-Family Office	Costa Mesa	$148M	Email + phone	visit
Bourke Wealth Management Multi-Family Office · Santa Barbara	Multi-Family Office	Santa Barbara	$141M	Email + phone	—
Light Capital LLC Multi-Family Office · Santa Monica	Multi-Family Office	Santa Monica	$135M	Email + phone	visit
Dca Family Office, LLC Multi-Family Office · Roseville	Multi-Family Office	Roseville	$120M	Email + phone	—
Bernard & Johnson Family Wealth Management Multi-Family Office · Pasadena	Multi-Family Office	Pasadena	$113M	Email + phone	visit
Cove Street Capital, LLC Multi-Family Office · Hermosa Beach	Multi-Family Office	Hermosa Beach	$94M	Email + phone	visit
Transglobal Advisory, LLC Multi-Family Office · Monrovia	Multi-Family Office	Monrovia	$58M	Email + phone	visit
Socialtrader Multi-Family Office · San Diego	Multi-Family Office	San Diego	$73,145	Phone	visit
Angeles Family Office Multi-Family Office · Santa Monica	Multi-Family Office	Santa Monica	n/d	Phone	—
Arrowroot Family Office, LLC Single-Family Office · Marina Del Rey	Single-Family Office	Marina Del Rey	n/d	Phone	—
Chartwell Family Office, LLC Single-Family Office · Palm Desert	Single-Family Office	Palm Desert	n/d	Phone	—
Dolby Family Ventures LLC Single-Family Office · San Francisco	Single-Family Office	San Francisco	n/d	Phone	visit
Open Family Office (ofo) Wealth Management LLC Single-Family Office · Fremont	Single-Family Office	Fremont	n/d	Phone	—

Source: SEC Form ADV / IAPD. AUM figures are as last reported and may be estimates; verify before acting. Contact details are revealed to verified members only and provided for professional outreach.