10 USA Family Offices Investing in Public Equities (2026)

Here are ten active family offices from our database that are based in the USA and invest in public equities, along with their websites:

1. Fortis Family Office (Wayne)
   Fortis Family Office traces its roots to 1913, when its predecessor was organized to centralize the financial affairs of a Philadelphia-based family. It provided accounting, management, and tax services to that family until the late 1970s, when it transitioned into a traditional multi-family office serving families throughout the United States.
2. Mill Creek Capital Advisors LLC (Philadelphia)
   Mill Creek Capital Advisors is a Philadelphia-based firm delivering wealth advisory and investment management services to ultra-high-net-worth families, single- and multi-family offices, and institutions.
3. Tillman Hartley LLC (Cherry Hills Village)
   Tillman Hartley is an independent, fee-only Registered Investment Advisor offering bespoke multi-family office and wealth management services. As a fiduciary, the firm avoids conflicts of interest and works to prepare clients' children and future generations to manage family wealth responsibly.
4. Brandywine Trust Group (Hockessin)
   Brandywine Trust Group serves as steward of capital for a limited number of families, delivering fiduciary and investment solutions designed to preserve purchasing power across generations.
5. Pitcairn (Conshohocken)
   Pitcairn has spent more than 100 years helping multigenerational wealthy families and existing single family offices thrive. The firm works to grow both portfolios and people, guiding families through the individual, interpersonal, and institutional challenges that come with wealth.
6. The Bollard Group LLC (Boston)
   The Bollard Group is a Boston-based multi-family office and SEC-registered investment adviser founded in 1995. It provides investment advisory, financial planning, tax, estate planning, and business advisory services to a select group of ultra-high-net-worth families, advising on approximately $5.7 billion in assets across 13 client families.
7. CapRock (Boise)
   CapRock is a privately held, SEC-registered multi-family office founded in 2005, with more than $8.6 billion in assets under advisement serving over 400 families. A founding B-Corporation, the firm operates from offices in Boise, Seattle, San Jose, Newport Beach, Park City, New York, and Austin.
8. LEGACY BRIDGE Private Family Offices (West Des Moines)
   Legacy Bridge Private Family Offices is a boutique firm based in West Des Moines serving high-net-worth individuals and families through liquidity events and generational transitions. It aligns investments, governance, and family priorities through a coordinated, cross-disciplinary approach, intentionally partnering with a select group of families for focused, long-term stewardship.
9. Nordwand Capital (Radnor)
   Nordwand Capital is an independent multi-family office providing service, financial advice, and investment strategies to high-net-worth families. Clients benefit from the firm's differentiated asset allocation approach and access to unique co-investment opportunities alongside other sophisticated investors.
10. Stokes Family Office (New Orleans)
    Stokes Family Office is a New Orleans-based wealth management and financial planning firm helping individuals, families, and institutional clients build a simplified, comprehensive financial strategy that they ultimately control.

For more information and listings of active family offices:

• USA Family Offices Investing in Public Equities->>
• Giant Family Offices in the USA->>
• Full USA Database: Active Family Offices->>