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。

Oracle Investment Management INC

CIK 0001012622

申报总市值

US$1.7亿

22 stks

2025-12-31

数据过旧，未更新

Catalina Capital Group, LLC

CIK 0002018090

申报总市值

US$1.7亿

176 stks

2026-03-31

Vector Capital, Ltd.

CIK 0001780631

申报总市值

US$1.7亿

1 stks

2019-12-31

数据过旧，未更新

Blue Investment Opportunities, LLC - Project Breeze Series 1

CIK 0002032685

申报总市值

US$1.7亿

1 stks

2025-12-31

数据过旧，未更新

Integrity Wealth Advisors, INC.

CIK 0001951908

申报总市值

US$1.7亿

73 stks

2026-03-31

City National Bank Of Florida /msd

CIK 0000709447

申报总市值

US$1.7亿

136 stks

2026-03-31

Sharpepoint LLC

CIK 0002046822

申报总市值

US$1.7亿

86 stks

2026-03-31

Opus Investment Management INC

CIK 0001097833

申报总市值

US$1.7亿

30 stks

2026-03-31

Astra Wealth Partners LLC

CIK 0002054825

申报总市值

US$1.7亿

95 stks

2026-03-31

Yukon Wealth Management, Inc.

CIK 0002065849

申报总市值

US$1.7亿

79 stks

2026-03-31

WealthTrust Asset Management, LLC

CIK 0001867894

申报总市值

US$1.7亿

98 stks

2026-03-31

William B. Walkup & Associates, Inc.

CIK 0002034054

申报总市值

US$1.7亿

164 stks

2026-03-31

Kestrel Investment Management CORP

CIK 0000917579

申报总市值

US$1.7亿

39 stks

2026-03-31

Pursue Wealth Partners LLC

CIK 0001911091

申报总市值

US$1.7亿

101 stks

2026-03-31

Triavera Capital LLC

CIK 0002011325

申报总市值

US$1.7亿

16 stks

2026-03-31

Grafton Street Partners Management Company, LLC

CIK 0001923769

申报总市值

US$1.7亿

11 stks

2026-03-31

Ambs Investment Counsel LLC

CIK 0000896881

申报总市值

US$1.7亿

91 stks

2013-09-30

数据过旧，未更新

Oak Barrel Wealth Advisory LLC

CIK 0002116315

申报总市值

US$1.7亿

79 stks

2025-12-31

数据过旧，未更新

Montaka Global Pty Ltd

CIK 0002104890

申报总市值

US$1.7亿

21 stks

2026-03-31

Lummis Asset Management, LP

CIK 0002011652

申报总市值

US$1.7亿

194 stks

2026-03-31

Industrial Alliance Investment Management Inc.

CIK 0001630798

申报总市值

US$1.7亿

8 stks

2026-03-31

ROI Financial Advisors, LLC

CIK 0002011633

申报总市值

US$1.7亿

66 stks

2026-03-31

Ariston Services Group

CIK 0001743859

申报总市值

US$1.7亿

71 stks

2026-03-31

Del-Sette Capital Management, LLC

CIK 0001610580

申报总市值

US$1.7亿

44 stks

2026-03-31

Serenity Capital LLC

CIK 0001706018

申报总市值

US$1.7亿

7 stks

2025-03-31

数据过旧，未更新

Certus Wealth Management, LLC

CIK 0001989526

申报总市值

US$1.7亿

58 stks

2025-09-30

数据过旧，未更新

Jacobs Asset Management, LLC

CIK 0001351063

申报总市值

US$1.7亿

28 stks

2026-03-31

HM Capital Management, LLC

CIK 0001367786

申报总市值

US$1.7亿

56 stks

2022-09-30

数据过旧，未更新

Hilltop Wealth Advisors, LLC

CIK 0001786241

申报总市值

US$1.7亿

53 stks

2026-03-31

Mustard Seed Financial, LLC

CIK 0002011321

申报总市值

US$1.7亿

92 stks

2026-03-31

Stilwell Value LLC

CIK 0001397076

申报总市值

US$1.7亿

25 stks

2026-03-31

Portland Hill Capital LLP

CIK 0001647692

申报总市值

US$1.7亿

21 stks

2016-12-31

数据过旧，未更新

Kernodle & Katon Asset Management Group, LLC

CIK 0001589989

申报总市值

US$1.7亿

379 stks

2017-03-31

数据过旧，未更新

Bankers Trust Co

CIK 0000811393

申报总市值

US$1.7亿

324 stks

2014-06-30

数据过旧，未更新

Sterling Investment Management, LLC

CIK 0001509873

申报总市值

US$1.7亿

65 stks

2026-03-31

Caitlin John, LLC

CIK 0002010947

申报总市值

US$1.7亿

1,196 stks

2026-03-31

ICA Group Wealth Management, LLC

CIK 0001944579

申报总市值

US$1.7亿

793 stks

2024-06-30

数据过旧，未更新

Millstone Evans Group, LLC

CIK 0002041943

申报总市值

US$1.7亿

856 stks

2026-03-31

Ames National CORP

CIK 0001132651

申报总市值

US$1.7亿

120 stks

2026-03-31

Lauer Wealth, LLC

CIK 0001860063

申报总市值

US$1.7亿

75 stks

2026-06-30

Keating Wealth Management LLC

CIK 0001922796

申报总市值

US$1.7亿

45 stks

2024-03-31

数据过旧，未更新

Brown Shipley& Co Ltd

CIK 0001912970

申报总市值

US$1.7亿

78 stks

2026-03-31

Real Estate Management Services LLC

CIK 0001177018

申报总市值

US$1.7亿

39 stks

2021-12-31

数据过旧，未更新

Gimbal Financial

CIK 0001835206

申报总市值

US$1.7亿

55 stks

2025-09-30

数据过旧，未更新

BCO Wealth Management LLC

CIK 0002054749

申报总市值

US$1.7亿

42 stks

2026-03-31

Marin Bay Wealth Advisors, LLC

CIK 0002109834

申报总市值

US$1.7亿

127 stks

2026-03-31

Family Asset Management, LLC

CIK 0001961278

申报总市值

US$1.7亿

209 stks

2024-09-30

数据过旧，未更新

Pring Turner Capital Group INC

CIK 0001568839

申报总市值

US$1.7亿

72 stks

2026-03-31

Bucket List Wealth Management, LLC

CIK 0002133435

申报总市值

US$1.7亿

57 stks

2026-03-31

Gentry Private Wealth, LLC

CIK 0002022634

申报总市值

US$1.7亿

98 stks

2026-03-31

Mithaq Capital SPC

CIK 0001834600

申报总市值

US$1.7亿

4 stks

2026-03-31

Lighthouse Financial LLC

CIK 0002057556

申报总市值

US$1.7亿

76 stks

2026-03-31

Copley Financial Group, Inc.

CIK 0002045258

申报总市值

US$1.7亿

134 stks

2026-03-31

Fearless Solutions, LLC dba Best Invest

CIK 0002094159

申报总市值

US$1.7亿

127 stks

2026-03-31

Refined Wealth Management

CIK 0001724729

申报总市值

US$1.7亿

49 stks

2026-06-30

Fee-Only Financial Planning, L.C.

CIK 0001954044

申报总市值

US$1.7亿

43 stks

2026-03-31

Moon Capital Management LP

CIK 0001387303

申报总市值

US$1.7亿

13 stks

2026-03-31

Savoir Faire Capital Management, L.P.

CIK 0001710593

申报总市值

US$1.7亿

44 stks

2026-03-31

Eight 31 Financial, LLC

CIK 0002011328

申报总市值

US$1.7亿

72 stks

2026-03-31

Luminus Management LLC

CIK 0001279151

申报总市值

US$1.7亿

24 stks

2026-03-31

SALT Holding Corp.

CIK 0001996109

申报总市值

US$1.7亿

24 stks

2026-03-31

Twin Lions Management LLC

CIK 0002055318

申报总市值

US$1.7亿

20 stks

2026-03-31

Newport Wealth Strategies, Inc.

CIK 0001730882

申报总市值

US$1.7亿

111 stks

2021-09-30

数据过旧，未更新

Asset Management Advisors, LLC

CIK 0001596355

申报总市值

US$1.7亿

19 stks

2026-03-31

Granite Group Advisors, LLC

CIK 0002018114

申报总市值

US$1.7亿

86 stks

2026-03-31

Obsido Oy

CIK 0002067281

申报总市值

US$1.7亿

20 stks

2026-03-31

Brewster Financial Planning LLC

CIK 0001898145

申报总市值

US$1.7亿

26 stks

2026-03-31

Wilkins Miller Wealth Management, LLC

CIK 0002057318

申报总市值

US$1.7亿

89 stks

2026-03-31

Gould Capital, LLC

CIK 0001908965

申报总市值

US$1.7亿

204 stks

2026-03-31

Haberer Registered Investment Advisor INC

CIK 0001116943

申报总市值

US$1.7亿

329 stks

2015-03-31

数据过旧，未更新

Grand Alliance Asset Management Ltd

CIK 0001986124

申报总市值

US$1.7亿

13 stks

2026-03-31

Nokota Management, LP

CIK 0001535176

申报总市值

US$1.7亿

66 stks

2021-12-31

数据过旧，未更新

Charter Oak Advisors LP

CIK 0002022905

申报总市值

US$1.6亿

13 stks

2026-03-31

Taylor Financial Group, Inc.

CIK 0002012516

申报总市值

US$1.6亿

99 stks

2026-03-31

Rochester Wealth Strategies, LLC

CIK 0001958456

申报总市值

US$1.6亿

24 stks

2026-03-31

Buckland Partners Management Co LLC

CIK 0002074628

申报总市值

US$1.6亿

91 stks

2026-03-31

Capital & Planning, LLC

CIK 0002053750

申报总市值

US$1.6亿

172 stks

2026-03-31

TOWER TRUST & INVESTMENT Co

CIK 0002067591

申报总市值

US$1.6亿

248 stks

2026-06-30

Midwest Wealth Management Inc.

CIK 0001844894

申报总市值

US$1.6亿

102 stks

2022-03-31

数据过旧，未更新

Occam Crest Management LP

CIK 0002085909

申报总市值

US$1.6亿

33 stks

2026-03-31

Sugar Maple Asset Management, LLC

CIK 0002012673

申报总市值

US$1.6亿

84 stks

2026-03-31

Bitterroot Capital Advisors LLC

CIK 0002110106

申报总市值

US$1.6亿

60 stks

2026-03-31

Better Money Decisions, LLC

CIK 0001858428

申报总市值

US$1.6亿

74 stks

2025-06-30

数据过旧，未更新

Pandora Wealth, Inc.

CIK 0002045414

申报总市值

US$1.6亿

224 stks

2025-12-31

数据过旧，未更新

Sender Co & Partners, Inc.

CIK 0001659380

申报总市值

US$1.6亿

53 stks

2026-03-31

Cannon Advisors, Inc.

CIK 0001805370

申报总市值

US$1.6亿

93 stks

2026-06-30

Bullseye Investment Management, LLC

CIK 0001912451

申报总市值

US$1.6亿

91 stks

2025-09-30

数据过旧，未更新

Teton Advisors, Inc.

CIK 0001444874

申报总市值

US$1.6亿

184 stks

2025-06-30

数据过旧，未更新

WealthShield, LLC

CIK 0001730973

申报总市值

US$1.6亿

221 stks

2017-12-31

数据过旧，未更新

Aston Asset Management, LLC

CIK 0001386714

申报总市值

US$1.6亿

107 stks

2016-06-30

数据过旧，未更新

Clutterbuck Capital Management LLC

CIK 0001517638

申报总市值

US$1.6亿

5 stks

2026-03-31

Paradigm, Strategies in Wealth Management, LLC

CIK 0001859579

申报总市值

US$1.6亿

61 stks

2026-06-30

Newport Capital Group, LLC

CIK 0001869032

申报总市值

US$1.6亿

73 stks

2026-03-31

Regis Acquisition Inc.

CIK 0001984125

申报总市值

US$1.6亿

40 stks

2024-06-30

数据过旧，未更新

KHP Capital, LLC

CIK 0001671971

申报总市值

US$1.6亿

166 stks

2018-09-30

数据过旧，未更新

Kolinsky Wealth Management, LLC

CIK 0001904326

申报总市值

US$1.6亿

176 stks

2024-12-31

数据过旧，未更新

Prospect Financial Services LLC

CIK 0002012519

申报总市值

US$1.6亿

104 stks

2026-03-31

VMS Asset Management Limited

CIK 0002107719

申报总市值

US$1.6亿

23 stks

2026-03-31

Lumina Fund Management LLC

CIK 0001511847

申报总市值

US$1.6亿

3 stks

2023-12-31

数据过旧，未更新

Chico Wealth RIA

CIK 0001926037

申报总市值

US$1.6亿

37 stks

2026-03-31

Alamar Capital Management, LLC

CIK 0001846995

申报总市值

US$1.6亿

84 stks

2026-03-31

Papamarkou Wellner Asset Management inc.

CIK 0002063952

申报总市值

US$1.6亿

86 stks

2026-03-31

Gridiron Partners, LLC

CIK 0001910867

申报总市值

US$1.6亿

47 stks

2026-03-31

Arbor Wealth Advisors LLC

CIK 0002009890

申报总市值

US$1.6亿

60 stks

2026-06-30

North Fourth Asset Management, LP

CIK 0001715329

申报总市值

US$1.6亿

40 stks

2023-09-30

数据过旧，未更新

International Private Wealth Advisors LLC

CIK 0002022637

申报总市值

US$1.6亿

152 stks

2026-03-31

TB Capital Gestao de Recursos Ltda.

CIK 0002077092

申报总市值

US$1.6亿

17 stks

2026-03-31

Basso Capital Management, L.p.

CIK 0001287978

申报总市值

US$1.6亿

137 stks

2026-03-31

Hudson Canyon Capital Management

CIK 0001978883

申报总市值

US$1.6亿

52 stks

2026-03-31

LifePro Asset Management

CIK 0001838533

申报总市值

US$1.6亿

151 stks

2024-09-30

数据过旧，未更新

HBC Financial Services, PLLC

CIK 0001802872

申报总市值

US$1.6亿

202 stks

2024-12-31

数据过旧，未更新

Kopp Family Office, LLC

CIK 0001683689

申报总市值

US$1.6亿

29 stks

2026-06-30

Omega Fund Management, LLC

CIK 0001637359

申报总市值

US$1.6亿

10 stks

2026-03-31

Vickerman & Driscoll Financial Advisors INC

CIK 0001127889

申报总市值

US$1.6亿

67 stks

2020-03-31

数据过旧，未更新

Peoples Bank /oh

CIK 0000934866

申报总市值

US$1.6亿

143 stks

2026-03-31

Potrero Capital Research LLC

CIK 0001536630

申报总市值

US$1.6亿

34 stks

2026-03-31

SummerHaven Investment Management, LLC

CIK 0001846436

申报总市值

US$1.6亿

193 stks

2026-03-31

Index Venture Growth Associates IV Ltd

CIK 0001865141

申报总市值

US$1.6亿

2 stks

2026-03-31

Cannell Capital LLC

CIK 0001058854

申报总市值

US$1.6亿

41 stks

2026-03-31

Smith Capital Management INC /ar/adv

CIK 0000747559

申报总市值

US$1.6亿

85 stks

2020-09-30

数据过旧，未更新

Dean, Jacobson Financial Services, LLC

CIK 0001869456

申报总市值

US$1.6亿

21 stks

2026-03-31

Grisanti Capital Management LLC

CIK 0001105468

申报总市值

US$1.6亿

46 stks

2020-03-31

数据过旧，未更新

TopTier Wealth Management, LLC

CIK 0002109367

申报总市值

US$1.6亿

795 stks

2026-03-31

Dahring | Cusmano LLC

CIK 0002053669

申报总市值

US$1.6亿

58 stks

2026-03-31

Trium Capital LLP

CIK 0001963860

申报总市值

US$1.6亿

53 stks

2026-06-30

Tru Independence Asset Management 2, LLC

CIK 0001849497

申报总市值

US$1.6亿

82 stks

2026-03-31

Buttonwood Financial Group, LLC

CIK 0001847661

申报总市值

US$1.6亿

30 stks

2026-03-31

Capstone Wealth Management Group LLC

CIK 0002059649

申报总市值

US$1.6亿

123 stks

2026-03-31

Millennium Capital Advisors, LLC

CIK 0002097025

申报总市值

US$1.6亿

133 stks

2026-03-31

Traction Financial Partners, LLC

CIK 0002007748

申报总市值

US$1.6亿

57 stks

2026-03-31

Kingstone Capital Partners Texas, LLC

CIK 0002057208

申报总市值

US$1.6亿

57 stks

2026-03-31

Pope Asset Management, LLC

CIK 0001166134

申报总市值

US$1.6亿

38 stks

2018-09-30

数据过旧，未更新

Accel XI Associates L.L.C.

CIK 0001535603

申报总市值

US$1.6亿

1 stks

2026-03-31

Sarver Vrooman Wealth Advisors

CIK 0002076215

申报总市值

US$1.6亿

138 stks

2026-03-31

Panoramic Capital Partners, LLC

CIK 0002052992

申报总市值

US$1.6亿

63 stks

2026-03-31

Sebold Capital Management, Inc.

CIK 0001972836

申报总市值

US$1.6亿

78 stks

2025-06-30

数据过旧，未更新

M3 Advisory Group, LLC

CIK 0002014826

申报总市值

US$1.6亿

149 stks

2026-03-31

Lagoda Investment Management, L.P.

CIK 0001632108

申报总市值

US$1.6亿

25 stks

2026-03-31

CT Financial Advisors LLC

CIK 0001640485

申报总市值

US$1.6亿

655 stks

2017-03-31

数据过旧，未更新

Regal Wealth Group, Inc.

CIK 0001656537

申报总市值

US$1.6亿

43 stks

2023-12-31

数据过旧，未更新

Themes Management Co LLC

CIK 0002107564

申报总市值

US$1.6亿

151 stks

2026-03-31

Sanibel Captiva Investment Advisers, Inc.

CIK 0001581830

申报总市值

US$1.6亿

100 stks

2013-12-31

数据过旧，未更新

Investment Partners Asset Management, Inc.

CIK 0001384416

申报总市值

US$1.6亿

163 stks

2026-03-31

Manuka Financial, LLC

CIK 0002049064

申报总市值

US$1.6亿

56 stks

2026-03-31

Collaborative Fund Advisors, LLC

CIK 0002132074

申报总市值

US$1.6亿

160 stks

2026-03-31

Exos TFP Holdings LLC

CIK 0001877521

申报总市值

US$1.6亿

188 stks

2023-12-31

数据过旧，未更新

Bromfield Sneider Wealth Advisors

CIK 0001891795

申报总市值

US$1.6亿

104 stks

2024-03-31

数据过旧，未更新

Stillwater Wealth Management Group

CIK 0002063941

申报总市值

US$1.6亿

77 stks

2026-03-31

Greenhouse Wealth Management, LLC

CIK 0001843566

申报总市值

US$1.6亿

57 stks

2026-03-31

Guerra Pan Advisors, LLC

CIK 0001910386

申报总市值

US$1.6亿

121 stks

2026-03-31