Family Office Spotlight: 50 Top Family Offices Under $20 Billion in AUM

As the number of family offices in the United States continues to grow, asset managers, wealth-tech platforms, and private-market participants increasingly rely on accurate, up-to-date data to understand this influential segment of the private wealth landscape. Despite their scale and expanding impact, reliable information on family offices has historically been fragmented and difficult to access, and single-family offices in particular tend to operate well outside public view.

AdvizorPro helps close that gap with a continuously updated dataset of verified U.S. family offices, tracking decision-maker contacts, investment focus areas, and multi-asset allocation behavior. Our family office intelligence is refreshed as new firms are created, restructured, or identified through public and private disclosures. As we outlined in What Is a Family Office and Why It Matters for Asset Managers, single-family offices in particular often blend professionalized research with family values, generational planning, and active partnership models, all managed on behalf of one family rather than several.

For this edition of our Family Office Spotlight, we're turning the lens away from the handful of household names that usually dominate "top family offices" coverage and toward 50 single-family offices you may not already know.

A Note on How We Built This List

Family offices are private by design, and most do not disclose assets under management publicly. That makes any AUM-based ranking of family offices inherently incomplete, and we want to be upfront about the boundaries of this one:

Ranked by the AUM data available in AdvizorPro. Many single-family offices do not have public AUM visibility, so this list reflects only the subset of firms where that figure is known.

Single-family offices only. Every firm below manages the wealth of one family. Multi-family offices, which serve several unrelated families, are excluded entirely.

Capped under $20 billion in AUM. This list intentionally covers single-family offices below the $20 billion mark.

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50 Top Family Offices to Know

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Bringing More Visibility to the Modern Family Office Ecosystem

As the family office landscape expands, high-quality intelligence has become essential for asset managers, service providers, and capital partners seeking to engage effectively with private wealth decision-makers. The 50 single-family offices above are only a slice of a much deeper bench of firms, most of which never appear in public rankings at all.

AdvizorPro's family office database continues to grow and evolve, offering unmatched visibility into verified contacts and decision-makers, direct investing behavior, PE and VC participation, real estate deal patterns, and sector and asset-class preferences. For a closer look at how that dataset compares to other providers in the space, see our breakdown of the best family office databases for 2026.

If you're looking to access verified family office profiles, real-time data, and investment intelligence to strengthen your distribution and partnership strategies, AdvizorPro can help your team stay ahead.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers, combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.

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