Top 25 Family OfficesTop 25 Family Offices

To assemble this list, we looked both at firms identified as a “Family Office’’ in Meridian-IQ’s database of registered investment advisers and those where high-net-worth individuals account for a majority of clients or of assets. We generally only included firms that require minimum relationship sizes of at least $1 million. (Penton Media, REP.’s parent company, has an investment in Meridian.) To focus on independent firms, we eliminated any firms that accept commissions or that are owned by banks or financial services firms. Data are based on the most-recent Form ADVs filed with the SEC. Family offices that aren’t registered investment advisors were not considered for inclusion.- —Elizabeth Ody