1 亿至 10 亿美元机构名单（共 7392 家）

目前共有 7392 家机构的资产管理规模落在1 亿至 10 亿美元，以下按 AUM 由高至低排序。

Urban Financial Advisory Corp

CIK 0002005378

申报总市值

US$2.8亿

57 stks

2026-03-31

TAGStone Capital, Inc.

CIK 0001903044

申报总市值

US$2.8亿

137 stks

2026-03-31

O'Connor Financial Group LLC

CIK 0001973783

申报总市值

US$2.8亿

69 stks

2026-06-30

Hendley & Co INC

CIK 0001084207

申报总市值

US$2.8亿

47 stks

2026-06-30

Delaney Dennis R

CIK 0001661536

申报总市值

US$2.8亿

243 stks

2026-03-31

Wealth Effects LLC

CIK 0001907254

申报总市值

US$2.8亿

237 stks

2026-03-31

Brick & Kyle, Associates

CIK 0001632253

申报总市值

US$2.8亿

60 stks

2025-12-31

数据过旧，未更新

Selby Wealth Management, LLC

CIK 0002110725

申报总市值

US$2.8亿

83 stks

2026-06-30

Access Financial Services, INC.

CIK 0001699622

申报总市值

US$2.8亿

95 stks

2026-03-31

Carmichael Hill & Associates, Inc.

CIK 0001730295

申报总市值

US$2.8亿

776 stks

2024-09-30

数据过旧，未更新

Samalin Investment Counsel, LLC

CIK 0001544366

申报总市值

US$2.8亿

319 stks

2026-03-31

INCA Investments LLC

CIK 0001513137

申报总市值

US$2.8亿

10 stks

2026-03-31

3G Capital Partners LP

CIK 0001421669

申报总市值

US$2.8亿

10 stks

2026-03-31

McNaughton Wealth Management, LLC

CIK 0001802691

申报总市值

US$2.8亿

75 stks

2026-06-30

Monte Financial Group, LLC

CIK 0001755651

申报总市值

US$2.8亿

100 stks

2026-03-31

Tiller Private Wealth, Inc.

CIK 0001663649

申报总市值

US$2.8亿

66 stks

2026-03-31

Bluesphere Advisors LLC

CIK 0001844108

申报总市值

US$2.8亿

121 stks

2026-03-31

Summit Financial Group, Inc.

CIK 0000811808

申报总市值

US$2.8亿

258 stks

2024-03-31

数据过旧，未更新

Reynolds Investment Management, Inc.

CIK 0001930621

申报总市值

US$2.8亿

100 stks

2022-06-30

数据过旧，未更新

Biltmore Wealth Management, LLC

CIK 0001598102

申报总市值

US$2.8亿

60 stks

2026-03-31

Remedium Capital Partners, LLC

CIK 0002104501

申报总市值

US$2.8亿

6 stks

2026-03-31

Iyo Bank, Ltd.

CIK 0001890435

申报总市值

US$2.8亿

35 stks

2026-03-31

Investment Partners, LTD.

CIK 0001050068

申报总市值

US$2.8亿

152 stks

2026-03-31

Echinus Advisors LLC

CIK 0001630629

申报总市值

US$2.8亿

9 stks

2016-09-30

数据过旧，未更新

Northern Right Capital Management, L.P.

CIK 0001346543

申报总市值

US$2.8亿

25 stks

2026-03-31

Think Investments LLC

CIK 0001596898

申报总市值

US$2.8亿

13 stks

2014-12-31

数据过旧，未更新

SoundView Advisors Inc.

CIK 0002054083

申报总市值

US$2.8亿

31 stks

2026-03-31

Abich Financial Wealth Management LLC

CIK 0002011645

申报总市值

US$2.8亿

655 stks

2025-09-30

数据过旧，未更新

My Legacy Advisors, LLC

CIK 0001767802

申报总市值

US$2.8亿

206 stks

2025-06-30

数据过旧，未更新

Freedom Financial Partners LLC

CIK 0002054598

申报总市值

US$2.8亿

88 stks

2026-03-31

Owl Creek Wealth Partners LLC

CIK 0002133805

申报总市值

US$2.8亿

1,239 stks

2026-03-31

venBio Partners LLC

CIK 0001776382

申报总市值

US$2.8亿

6 stks

2026-03-31

Bbjs Financial Advisors, LLC

CIK 0001966040

申报总市值

US$2.8亿

142 stks

2024-09-30

数据过旧，未更新

Borer Denton & Associates, Inc.

CIK 0001993607

申报总市值

US$2.8亿

66 stks

2026-03-31

Panoramic Hills Capital Ltd

CIK 0002083095

申报总市值

US$2.8亿

2 stks

2026-03-31

One Fin Capital Management LP

CIK 0001753875

申报总市值

US$2.8亿

20 stks

2026-03-31

Fluent Financial, LLC

CIK 0001722283

申报总市值

US$2.8亿

57 stks

2026-06-30

Acorn Creek Capital LLC

CIK 0001994827

申报总市值

US$2.8亿

84 stks

2026-03-31

Insight Folios Inc

CIK 0001792942

申报总市值

US$2.8亿

119 stks

2024-09-30

数据过旧，未更新

Clarity Capital Partners LLC

CIK 0002012239

申报总市值

US$2.8亿

113 stks

2025-06-30

数据过旧，未更新

Veracity Capital LLC

CIK 0001811005

申报总市值

US$2.8亿

201 stks

2026-03-31

Hall Capital Management Co INC

CIK 0001122490

申报总市值

US$2.8亿

107 stks

2026-03-31

Pivotal bioVenture Partners Investment Advisor LLC

CIK 0001844645

申报总市值

US$2.8亿

13 stks

2026-03-31

Joseph P. Lucia & Associates, LLC

CIK 0001775391

申报总市值

US$2.8亿

169 stks

2026-03-31

American National Registered Investment Advisor, Inc.

CIK 0001518195

申报总市值

US$2.8亿

243 stks

2022-03-31

数据过旧，未更新

Balanced Wealth Group LLC

CIK 0002009783

申报总市值

US$2.8亿

73 stks

2026-03-31

Brophy Wealth Management, LLC

CIK 0002032097

申报总市值

US$2.8亿

389 stks

2024-09-30

数据过旧，未更新

Ketron Financial

CIK 0002113129

申报总市值

US$2.8亿

55 stks

2026-03-31

Northern Cross, LLC

CIK 0001461201

申报总市值

US$2.8亿

14 stks

2018-09-30

数据过旧，未更新

Clinton Group INC

CIK 0001134119

申报总市值

US$2.8亿

180 stks

2018-09-30

数据过旧，未更新

Retirement Group, LLC

CIK 0001740491

申报总市值

US$2.8亿

847 stks

2024-03-31

数据过旧，未更新

NCM Capital Management, LLC

CIK 0001907054

申报总市值

US$2.8亿

185 stks

2026-03-31

Compass Capital CORP /ma/ /adv

CIK 0000749763

申报总市值

US$2.8亿

202 stks

2026-03-31

LeJeune Puetz Investment Counsel LLC

CIK 0001698146

申报总市值

US$2.8亿

196 stks

2023-03-31

数据过旧，未更新

Colonial River Investments, LLC

CIK 0001845859

申报总市值

US$2.8亿

229 stks

2026-03-31

Murphy Pohlad Asset Management LLC

CIK 0001569148

申报总市值

US$2.8亿

134 stks

2026-03-31

Clarus Group, Inc.

CIK 0001844568

申报总市值

US$2.8亿

113 stks

2026-03-31

Lee Johnson Capital Management, LLC

CIK 0001674836

申报总市值

US$2.8亿

80 stks

2026-03-31

New Insight Wealth Advisors

CIK 0002022328

申报总市值

US$2.8亿

107 stks

2026-03-31

David Kennon Inc

CIK 0001954126

申报总市值

US$2.8亿

41 stks

2026-03-31

SOF Ltd

CIK 0001697569

申报总市值

US$2.8亿

1 stks

2026-03-31

Centennial Bank/AR/

CIK 0001994744

申报总市值

US$2.8亿

324 stks

2026-03-31

Checkpoint Capital L.P.

CIK 0001977548

申报总市值

US$2.8亿

8 stks

2026-03-31

Disciplined Investments, LLC

CIK 0001812492

申报总市值

US$2.8亿

141 stks

2026-03-31

Excalibur Management CORP

CIK 0001009003

申报总市值

US$2.8亿

160 stks

2026-03-31

Mark Morris Et Al

CIK 0000845833

申报总市值

US$2.8亿

238 stks

2013-06-30

数据过旧，未更新

ShoreHaven Wealth Partners, LLC

CIK 0001844922

申报总市值

US$2.8亿

103 stks

2026-03-31

Yarger Wealth Strategies, LLC

CIK 0001908607

申报总市值

US$2.8亿

136 stks

2026-06-30

Malaga Cove Capital, LLC

CIK 0001603001

申报总市值

US$2.8亿

192 stks

2026-03-31

Arcus Capital Partners, LLC

CIK 0001651960

申报总市值

US$2.8亿

121 stks

2026-03-31

Shaker Investments Llc/oh

CIK 0001009005

申报总市值

US$2.8亿

87 stks

2026-06-30

Quad-Cities Investment Group, LLC

CIK 0001741426

申报总市值

US$2.8亿

209 stks

2026-06-30

FNY Investment Advisers, LLC

CIK 0001742998

申报总市值

US$2.8亿

989 stks

2026-06-30

Kanen Wealth Management LLC

CIK 0001681614

申报总市值

US$2.8亿

36 stks

2026-03-31

Rede Wealth, LLC

CIK 0001842054

申报总市值

US$2.8亿

109 stks

2026-03-31

Overlook Investments LP

CIK 0001350706

申报总市值

US$2.8亿

1 stks

2025-12-31

数据过旧，未更新

Centerline Wealth Advisors, LLC

CIK 0001802059

申报总市值

US$2.8亿

73 stks

2026-03-31

Mad River Investors

CIK 0001384484

申报总市值

US$2.8亿

32 stks

2026-03-31

Landmark Financial Advisors, LLC

CIK 0001641440

申报总市值

US$2.8亿

91 stks

2023-12-31

数据过旧，未更新

RBA Wealth Management, LLC

CIK 0001776296

申报总市值

US$2.8亿

92 stks

2026-03-31

Onyx Financial Advisors, LLC

CIK 0001957840

申报总市值

US$2.8亿

18 stks

2026-06-30

Armor Investment Advisors, LLC

CIK 0001694079

申报总市值

US$2.8亿

160 stks

2026-03-31

Tnf LLC

CIK 0001849683

申报总市值

US$2.8亿

125 stks

2024-09-30

数据过旧，未更新

Financial Consulate Inc.

CIK 0001865938

申报总市值

US$2.8亿

131 stks

2021-06-30

数据过旧，未更新

Seaview Investment Managers LLC

CIK 0001832158

申报总市值

US$2.8亿

205 stks

2026-03-31

Buska Wealth Management, LLC

CIK 0001910503

申报总市值

US$2.8亿

81 stks

2026-06-30

Berkshire Capital Holdings INC

CIK 0001133742

申报总市值

US$2.8亿

114 stks

2026-03-31

Eley Financial Management, Inc

CIK 0001965267

申报总市值

US$2.8亿

69 stks

2026-03-31

Carmel Capital Partners, LLC

CIK 0001900481

申报总市值

US$2.8亿

118 stks

2026-03-31

Resurgent Financial Advisors LLC

CIK 0001912339

申报总市值

US$2.8亿

260 stks

2026-03-31

1 North Wealth Services LLC

CIK 0001641761

申报总市值

US$2.8亿

270 stks

2026-03-31

Tounjian Advisory Partners, LLC

CIK 0002039850

申报总市值

US$2.8亿

150 stks

2026-03-31

Townsend Asset Management CORP /nc/ /adv

CIK 0000709089

申报总市值

US$2.8亿

187 stks

2026-03-31

Ranch Capital Advisors Inc.

CIK 0001793269

申报总市值

US$2.8亿

154 stks

2026-03-31

ICW Investment Advisors LLC

CIK 0001794820

申报总市值

US$2.8亿

147 stks

2026-03-31

Independence Asset Advisors, LLC

CIK 0002010929

申报总市值

US$2.8亿

24 stks

2026-03-31

Mid-American Wealth Advisory Group, Inc.

CIK 0001911264

申报总市值

US$2.8亿

66 stks

2026-06-30

Tanglewood Legacy Advisors, LLC

CIK 0001965616

申报总市值

US$2.8亿

269 stks

2026-03-31

Winfield Associates, Inc.

CIK 0001569655

申报总市值

US$2.8亿

153 stks

2022-03-31

数据过旧，未更新

Envision Financial Planning, LLC

CIK 0001964460

申报总市值

US$2.8亿

51 stks

2026-03-31

Alta Advisers Ltd

CIK 0001536114

申报总市值

US$2.8亿

207 stks

2026-03-31

Arcadia Wealth Management, LLC

CIK 0001964226

申报总市值

US$2.8亿

67 stks

2026-03-31

Metavasi Capital LP

CIK 0001864835

申报总市值

US$2.8亿

21 stks

2026-03-31

Financial Partners Group, LLC

CIK 0001965246

申报总市值

US$2.8亿

88 stks

2025-06-30

数据过旧，未更新

RiverPark Advisors, LLC

CIK 0001484256

申报总市值

US$2.8亿

170 stks

2026-03-31

Flagstar Advisors INC

CIK 0001117233

申报总市值

US$2.8亿

174 stks

2026-03-31

Family Capital Trust Co

CIK 0001123320

申报总市值

US$2.8亿

89 stks

2026-03-31

Adapt Wealth Advisors, LLC

CIK 0002013937

申报总市值

US$2.8亿

106 stks

2026-03-31

Lakeshore Financial Planning, Inc.

CIK 0002000571

申报总市值

US$2.8亿

85 stks

2026-03-31

MRA Advisory Group

CIK 0001841816

申报总市值

US$2.8亿

159 stks

2026-06-30

Cowen Prime Services LLC

CIK 0001543830

申报总市值

US$2.8亿

167 stks

2021-06-30

数据过旧，未更新

First Sabrepoint Capital Management LP

CIK 0001731530

申报总市值

US$2.8亿

29 stks

2026-03-31

FirstPurpose Wealth LLC

CIK 0001913420

申报总市值

US$2.8亿

209 stks

2024-03-31

数据过旧，未更新

Arohi Asset Management PTE Ltd.

CIK 0002043756

申报总市值

US$2.8亿

7 stks

2026-03-31

Ted Buchan & Co

CIK 0002033413

申报总市值

US$2.8亿

88 stks

2026-03-31

Knott David M

CIK 0000808722

申报总市值

US$2.8亿

197 stks

2021-09-30

数据过旧，未更新

Heathbridge Capital Management Ltd.

CIK 0001503269

申报总市值

US$2.8亿

29 stks

2026-03-31

Unique Wealth Strategies, LLC

CIK 0002009809

申报总市值

US$2.8亿

223 stks

2026-06-30

Highview Capital Management LLC/DE/

CIK 0001903786

申报总市值

US$2.8亿

101 stks

2026-03-31

Renesas Electronics America Inc.

CIK 0000703361

申报总市值

US$2.8亿

1 stks

2026-03-31

Motive Capital Fund I GP, LP

CIK 0001845783

申报总市值

US$2.7亿

1 stks

2020-12-31

数据过旧，未更新

Praetorian PR LLC

CIK 0001949877

申报总市值

US$2.7亿

13 stks

2026-03-31

Spreng Capital Management, INC.

CIK 0001800913

申报总市值

US$2.7亿

77 stks

2026-06-30

Allred Capital Management, LLC

CIK 0001765885

申报总市值

US$2.7亿

155 stks

2026-03-31

Brahman Capital Corp.

CIK 0001014894

申报总市值

US$2.7亿

20 stks

2023-09-30

数据过旧，未更新

325 Capital LLC

CIK 0001873893

申报总市值

US$2.7亿

12 stks

2026-03-31

Financial & Investment Management Group LTD

CIK 0001051042

申报总市值

US$2.7亿

124 stks

2018-12-31

数据过旧，未更新

JBR Co Financial Management Inc

CIK 0002017878

申报总市值

US$2.7亿

133 stks

2026-06-30

Maestria Partners LLC

CIK 0002000390

申报总市值

US$2.7亿

13 stks

2026-03-31

Jessup Wealth Management, Inc

CIK 0001963536

申报总市值

US$2.7亿

78 stks

2026-03-31

Lowe Wealth Advisors, LLC

CIK 0001574010

申报总市值

US$2.7亿

395 stks

2025-09-30

数据过旧，未更新

Strategic Wealth Management Group, LLC

CIK 0001750403

申报总市值

US$2.7亿

122 stks

2021-06-30

数据过旧，未更新

Odyssean, LLC

CIK 0002092853

申报总市值

US$2.7亿

418 stks

2026-03-31

BKM Wealth Management, LLC

CIK 0002007263

申报总市值

US$2.7亿

148 stks

2026-03-31

Livingston Group Asset Management CO (operating as Southport Capital Management)

CIK 0001379119

申报总市值

US$2.7亿

220 stks

2022-03-31

数据过旧，未更新

EisnerAmper Wealth Management Corporate Benefits, LLC

CIK 0001624809

申报总市值

US$2.7亿

67 stks

2023-12-31

数据过旧，未更新

Mathes Company, Inc.

CIK 0001389223

申报总市值

US$2.7亿

126 stks

2026-03-31

Shrier Wealth Management, LLC

CIK 0002075389

申报总市值

US$2.7亿

131 stks

2026-03-31

Sittner & Nelson, LLC

CIK 0001846138

申报总市值

US$2.7亿

573 stks

2026-03-31

Aventura Private Wealth, LLC

CIK 0002074418

申报总市值

US$2.7亿

904 stks

2026-03-31

FSA Wealth Management LLC

CIK 0001804256

申报总市值

US$2.7亿

581 stks

2025-09-30

数据过旧，未更新

One River Asset Management, LLC

CIK 0001616336

申报总市值

US$2.7亿

255 stks

2026-03-31

Spouting Rock Asset Management, LLC

CIK 0001771174

申报总市值

US$2.7亿

118 stks

2023-12-31

数据过旧，未更新

Squadron Capital Management LLC

CIK 0002050709

申报总市值

US$2.7亿

37 stks

2026-03-31

SB Capital Management Inc

CIK 0001302815

申报总市值

US$2.7亿

93 stks

2025-12-31

数据过旧，未更新

TL Private Wealth

CIK 0001802868

申报总市值

US$2.7亿

54 stks

2026-06-30

Cassady Schiller Wealth Management, LLC

CIK 0001904425

申报总市值

US$2.7亿

1,148 stks

2024-12-31

数据过旧，未更新

Lountzis Asset Management, LLC

CIK 0001821168

申报总市值

US$2.7亿

52 stks

2026-03-31

Richards, Merrill & Peterson, INC.

CIK 0000090108

申报总市值

US$2.7亿

283 stks

2026-03-31

Blackhawk Capital Partners, LLC

CIK 0001582561

申报总市值

US$2.7亿

141 stks

2026-03-31