Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
Nordwand Capital
Radnor, PA | Multi-family office | Founded 2022
Nordwand Capital is a multi-family office serving families through asset allocation services and co-investment opportunities. Its approach includes personalized service and investment partnerships.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Direct Investments
Callan Family Office
Radnor, PA | Multi-family office | Founded 2022
Callan Family Office provides advice and counsel to high-net-worth families, foundations, and endowments. Its services draw on investment research, technology, and education to support wealth management and planning.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Private Equity, Funds
F.N.B. Private Family Wealth
Pittsburgh, PA | Multi-family office | Founded 2026
F.N.B. Private Family Wealth is a multi-family office and wealth advisory practice serving individuals, families, and business owners with complex financial needs. Its services include investment management, private markets, wealth preservation, succession planning, and estate services.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds, Infrastructure, Commodities
Woodland Management
Pittsburgh, PA | Single family office | Founded 2004
Woodland Management is a single family office for the Bernstein family. It co-invests with company operators and sponsors in businesses across several sectors.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments
- Wealth source
- Bernstein family
Febert & Associates, LLC
Pittsburgh, PA | Multi-family office | Founded 2009
Febert & Associates is a multi-family office providing family office services to individuals, families, business owners, corporate executives, and single family offices. Its services include planning and compliance support.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
The Hillman Company
Pittsburgh, PA | Single family office | Founded 1911
The Hillman Company is a single-family office with a longstanding portfolio of alternative investments. Its holdings include private equity and hedge funds, alongside real assets.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Hedge Funds, Funds
- Wealth source
- Not stated
Duquesne Family Office LLC
Pittsburgh, PA | Single family office | Founded 2010
Duquesne Family Office manages the wealth of its founding family and invests across sectors, with a particular focus on technology.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Druckenmiller family
Pitcairn Financial Group
Jenkintown, PA | Multi-family office | Founded 1987
Pitcairn is a multi-family office providing wealth management and planning services to families across generations. Its services include fiduciary support, family governance, education, succession planning, and wealth administration.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Aranda Group
Jenkintown, PA | Multi-family office
Aranda Group provides family office services and sustainable strategies to clients. Its stated approach emphasizes integrity and service.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Ennovance Capital LLC
Philadelphia, PA | Single family office | Founded 2008
Ennovance Capital is a private family office with a presence in North America, Europe, and Asia. It works with entrepreneurs, companies, and fund managers using permanent capital and a broad network.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds
- Wealth source
- Not stated
Attalus Capital, LP
Philadelphia, PA | Single family office | Founded 1998
Attalus Capital is a Philadelphia-based family office that invests globally across multiple asset classes. It was founded by a family office principal.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Hedge Funds, Funds
- Wealth source
- Not stated
James Family Capital LLC
Philadelphia, PA | Multi-family office | Founded 2017
James Family Capital is a multi-family office founded by the family of the Slinky inventor. It provides guidance on multigenerational wealth, financial planning, and related tax considerations.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Darco Capital
Philadelphia, PA | Single family office | Founded 2003
Darco Capital is a single-family office investing in real estate, climate technology, deep technology, consumer products, sports, and enterprise technology.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Private Equity, Direct Investments
- Wealth source
- Adelman family
Winnie Capital, LLC
Philadelphia, PA | Single family office | Founded 2023
Winnie Capital is a private family office supporting the business and philanthropic activities of the Kelce family. Its stated areas include consumer brands, sports, media, real estate development, agriculture, and technology.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate
- Wealth source
- Kelce family
West Capital Management, LLC
Philadelphia, PA | Multi-family office | Founded 1994
West Capital Management is a multi-family office providing wealth management services to clients. Its services cover investment, planning, tax, legal, financial, estate, and family matters.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
St. Andrews LLC
Philadelphia, PA | Single family office | Founded 2024
St. Andrews oversees a portfolio of alternative investments, including buyout, growth equity, venture capital, direct investments, co-investments, secondaries, real estate, and hedge funds. It invests with external managers and directly alongside management teams and entrepreneurs.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Direct Investments, Real Estate, Hedge Funds
- Wealth source
- Not stated
Brogan Group Investment Advisors LLC
Philadelphia, PA | Multi-family office
Brogan Group Investment Advisors supports families and private businesses with governance, succession planning, and organizational design. Its services also include family education, meeting facilitation, reporting systems, and office structure advice.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Sageworth Trust Company
Lancaster, PA | Multi-family office | Founded 2001
Sageworth is a multi-family office, trust company, and advisory firm based in Lancaster, Pennsylvania. Its stated area includes alternative investments.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Aspire Universal
Lancaster, PA | Multi-family office | Founded 2015
Aspire Universal is a multi-family office focused on investments related to healthcare delivery, precision medicine and technological innovation. Its stated areas include artificial intelligence, healthcare technology, medical technology, private equity and venture capital.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
Verdis Investment Management
West Conshohocken, PA | Single family office | Founded 2004
Verdis Investment Management invests globally with its own capital and capital from institutional and family office partners. Its stated areas include real estate, natural resources, private equity, venture capital, and marketable alternatives.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Venture Capital, Hedge Funds
- Wealth source
- Not stated
Baldwin Investment Management, LLC
West Conshohocken, PA | Multi-family office | Founded 1999
Baldwin Investment Management is a privately owned firm serving families, foundations, and nonprofit institutions. It provides investment advisory, family office, and financial planning services.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity
GKFO, LLC
West Conshohocken, PA | Multi-family office
GKFO is a multi-family office based in Pennsylvania. It is registered as an investment adviser.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Redbadge Pacific, Inc.
King of Prussia, PA | Multi-family office | Founded 2015
Redbadge Pacific invests in growing businesses through venture capital, private equity and real estate. Its stated sector interests include information and communications technology, healthcare, education and media, with a focus on Korea and Southeast Asia.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Real Estate
F/B/O Services, Inc.
King of Prussia, PA | Multi-family office | Founded 2003
FBO Services is a multi-family office serving individuals, families, and their related interests.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Not stated
Fortis Family Office
King of Prussia, PA | Multi-family office | Founded 1913
Fortis Family Office provides multi-family office services to families, including consolidated support for financial and family decision-making.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
ARJ Strategy Partners, LLC
King of Prussia, PA | Single family office | Founded 2006
ARJ Strategy Partners is a single-family office with investments in the solid waste sector, including organics recycling.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
Berkshire Advisors Multi-Family Office / Berkshire Advisors, Inc.
Wyomissing, PA | Multi-family office | Founded 1992
Berkshire Advisors Multi-Family Office provides personalized services to support individuals with comprehensive financial planning needs.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Not stated
Lountzis Asset Management, LLC
Wyomissing, PA | Multi-family office | Founded 2001
Lountzis Asset Management is a multi-family office that serves families, business owners, individuals, institutions and retirement plans with customized portfolios. Its investment objective emphasizes long-term after-tax returns and capital preservation.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
WSL Family Office & Private Wealth Management, LLC
Wayne, PA | Single family office | Founded 2024
WSL Family Office provides wealth management and advisory services to families and entrepreneurs. Its services include investment management, business advice, family governance, estate planning, and tax coordination.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
Kestrel Investments, LLC
Wayne, PA | Single family office | Founded 2005
Kestrel Investments is a single-family office focused on direct investments, private equity, and real assets.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Direct Investments, Private Equity, Real Estate, Infrastructure, Commodities
- Wealth source
- Not stated
Apex Financial Advisors Inc.
Yardley, PA | Multi-family office | Founded 2010
Apex Financial Advisors is a multi-family office providing investment management, financial planning, commercial real estate, tax, estate, and philanthropic services to individuals and families.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
KeyBridge Financial LLC
Springfield, PA | Single family office
KeyBridge Financial is a single-family office that provides investment, financial management, and planning services. Its stated investment areas include private equity, hedge funds, equities, and real estate.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds, Public Equities, Real Estate
- Wealth source
- Not stated