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。

Synergy Financial Group, LTD

CIK 0001905669

申报总市值

US$1.3亿

123 stks

2026-03-31

Winter & Associates, Inc.

CIK 0002109063

申报总市值

US$1.3亿

85 stks

2026-06-30

Fiduciary Advisors, INC.

CIK 0002047030

申报总市值

US$1.3亿

121 stks

2026-03-31

Strategic Value Partners, LLC

CIK 0001301912

申报总市值

US$1.3亿

1 stks

2026-03-31

Phillips Wealth Planners LLC

CIK 0001962628

申报总市值

US$1.3亿

210 stks

2026-03-31

Bonfire Financial

CIK 0001762539

申报总市值

US$1.3亿

57 stks

2026-03-31

Private Capital Group, LLC

CIK 0001732854

申报总市值

US$1.3亿

1,944 stks

2022-06-30

数据过旧，未更新

Sherman Wealth Management LLC

CIK 0002096110

申报总市值

US$1.3亿

84 stks

2026-06-30

Harbour Wealth Management Group, Inc.

CIK 0002085855

申报总市值

US$1.3亿

89 stks

2026-03-31

Centerpoint Advisory Group

CIK 0002054093

申报总市值

US$1.3亿

108 stks

2026-03-31

Forty-three Eighteen Advisors, LLC

CIK 0002116323

申报总市值

US$1.3亿

75 stks

2026-03-31

WHI TRUST Co LLC

CIK 0002013902

申报总市值

US$1.3亿

95 stks

2026-03-31

True Signal LP

CIK 0001792422

申报总市值

US$1.3亿

75 stks

2022-12-31

数据过旧，未更新

Charter Oak Partners Management, L.P.

CIK 0001492145

申报总市值

US$1.3亿

30 stks

2014-09-30

数据过旧，未更新

Madrid Wealth Management, LLC

CIK 0002106678

申报总市值

US$1.3亿

70 stks

2026-03-31

Signal Tree Financial Partners LLC

CIK 0002069337

申报总市值

US$1.3亿

47 stks

2026-03-31

9823 Capital, L.P.

CIK 0001982920

申报总市值

US$1.3亿

45 stks

2026-03-31

Lee Capital Management LP

CIK 0001656713

申报总市值

US$1.3亿

77 stks

2018-03-31

数据过旧，未更新

Axos Invest Inc.

CIK 0002042928

申报总市值

US$1.3亿

19 stks

2026-03-31

Park State Asset Management

CIK 0001908423

申报总市值

US$1.3亿

20 stks

2026-03-31

Macco Financial Group, Inc.

CIK 0002111816

申报总市值

US$1.3亿

21 stks

2026-03-31

Penbrook Management LLC

CIK 0001381055

申报总市值

US$1.3亿

93 stks

2026-03-31

Boyce & Associates Wealth Consulting, Inc.

CIK 0001922884

申报总市值

US$1.3亿

80 stks

2026-03-31

Financial Planning Fort Collins, LLC

CIK 0002111920

申报总市值

US$1.3亿

33 stks

2026-06-30

Vilga Financial Planning LLC

CIK 0002083456

申报总市值

US$1.3亿

93 stks

2026-06-30

Alterna Wealth Management, INC

CIK 0001767699

申报总市值

US$1.3亿

105 stks

2026-03-31

Dale Q Rice Investment Management Ltd

CIK 0002041427

申报总市值

US$1.3亿

68 stks

2026-03-31

First Growth Capital LLC

CIK 0002112081

申报总市值

US$1.3亿

138 stks

2026-06-30

Phillip James Consulting Co.

CIK 0002111830

申报总市值

US$1.3亿

378 stks

2026-03-31

Gunpowder Capital Management, LLC dba Oliver Wealth Management

CIK 0002114795

申报总市值

US$1.3亿

408 stks

2026-03-31

Twin City Private Wealth, LLC

CIK 0002021982

申报总市值

US$1.3亿

96 stks

2026-03-31

Reicon Wealth Advisors, LLC

CIK 0001888847

申报总市值

US$1.3亿

72 stks

2026-03-31

Richard Young Associates, Ltd.

CIK 0002107563

申报总市值

US$1.3亿

25 stks

2026-03-31

Sivik Global Healthcare LLC

CIK 0001596452

申报总市值

US$1.3亿

34 stks

2026-06-30

Rik Saylor Financial, INC.

CIK 0002045268

申报总市值

US$1.3亿

85 stks

2026-03-31

Visa Foundation

CIK 0001709478

申报总市值

US$1.3亿

1 stks

2026-03-31

ATX Financial Planning, LLC

CIK 0002111013

申报总市值

US$1.3亿

81 stks

2026-03-31

Graver Capital Management, LLC

CIK 0002056589

申报总市值

US$1.3亿

25 stks

2026-03-31

Fairway Financial, LLC

CIK 0001921009

申报总市值

US$1.3亿

23 stks

2026-03-31

Benjamin Joseph Floyd Dba Floyd Capital Management

CIK 0001535254

申报总市值

US$1.3亿

1 stks

2026-06-30

PlanVest Financial, Inc

CIK 0002135239

申报总市值

US$1.3亿

565 stks

2026-03-31

Paladin Advisory Group, LLC

CIK 0001899703

申报总市值

US$1.3亿

241 stks

2026-03-31

Axiom Investment Management LLC

CIK 0001513703

申报总市值

US$1.3亿

3,956 stks

2026-03-31

Delta Wealth Advisors LLC

CIK 0001970701

申报总市值

US$1.3亿

46 stks

2026-03-31

Pangea Capital Gestao de Recursos Ltda.

CIK 0002119167

申报总市值

US$1.3亿

8 stks

2026-03-31

SIMA Wealth Partners, LLC

CIK 0002135539

申报总市值

US$1.3亿

146 stks

2026-03-31

Vested Financial Planning, LLC

CIK 0002044679

申报总市值

US$1.3亿

27 stks

2026-03-31

Alcosta Capital Management, Inc.

CIK 0001842509

申报总市值

US$1.3亿

23 stks

2026-03-31

Stanich Group LLC

CIK 0002023324

申报总市值

US$1.3亿

47 stks

2026-03-31

Freed Investment Group

CIK 0001844877

申报总市值

US$1.3亿

16 stks

2021-09-30

数据过旧，未更新

Afbi LP

CIK 0001885432

申报总市值

US$1.3亿

1 stks

2026-03-31

Collier Financial

CIK 0001902901

申报总市值

US$1.3亿

136 stks

2026-03-31

John S. & James L. Knight Foundation, Inc.

CIK 0002105032

申报总市值

US$1.3亿

3 stks

2025-12-31

数据过旧，未更新

Sierra Legacy Group

CIK 0002056766

申报总市值

US$1.3亿

77 stks

2026-03-31

Schrum Private Wealth Management LLC

CIK 0001914987

申报总市值

US$1.3亿

126 stks

2026-03-31

Jordan Park Trust Co LLC

CIK 0002051108

申报总市值

US$1.3亿

14 stks

2026-03-31

Life Planning Partners, Inc

CIK 0001910934

申报总市值

US$1.3亿

68 stks

2026-03-31

Legacy Advisory Services, LLC

CIK 0002068847

申报总市值

US$1.3亿

49 stks

2026-03-31

Capital Squared Financial LLC

CIK 0002128691

申报总市值

US$1.3亿

85 stks

2026-03-31

Evergreen Wealth Partners LLC

CIK 0002101006

申报总市值

US$1.3亿

84 stks

2026-03-31

LTG Capital LLC

CIK 0001936987

申报总市值

US$1.3亿

23 stks

2026-03-31

ABS Direct Equity Fund LLC

CIK 0001729347

申报总市值

US$1.3亿

111 stks

2026-03-31

Aldebaran Capital, LLC

CIK 0001448430

申报总市值

US$1.3亿

43 stks

2026-03-31

Castlefield Investment Partners LLP

CIK 0002109835

申报总市值

US$1.3亿

35 stks

2026-03-31

Emmett Investment Management, LP

CIK 0002042845

申报总市值

US$1.3亿

24 stks

2026-03-31

Kabarec Financial Advisors, Ltd.

CIK 0001730924

申报总市值

US$1.3亿

82 stks

2018-06-30

数据过旧，未更新

Brainard Capital Management LLC

CIK 0001963704

申报总市值

US$1.3亿

100 stks

2023-03-31

数据过旧，未更新

Rayner & Haynor

CIK 0001121877

申报总市值

US$1.3亿

91 stks

2014-09-30

数据过旧，未更新

Nightview Capital, LLC

CIK 0001680843

申报总市值

US$1.3亿

15 stks

2026-03-31

Coordinated Financial Services, Inc./CO

CIK 0002022906

申报总市值

US$1.3亿

137 stks

2025-03-31

数据过旧，未更新

Stewart Asset Management, LLC

CIK 0001803340

申报总市值

US$1.3亿

28 stks

2022-12-31

数据过旧，未更新

Financial Life Planners

CIK 0002053368

申报总市值

US$1.3亿

367 stks

2026-03-31

DBK Financial Counsel, LLC

CIK 0001904822

申报总市值

US$1.3亿

59 stks

2025-12-31

数据过旧，未更新

Clarendon Private LLC

CIK 0001961628

申报总市值

US$1.3亿

119 stks

2026-03-31

Oder Investment Management, LLC

CIK 0001845109

申报总市值

US$1.3亿

102 stks

2026-03-31

Eddie Patel Inc

CIK 0002078760

申报总市值

US$1.3亿

95 stks

2026-03-31

Lynch Investment Planning, LLC

CIK 0002110354

申报总市值

US$1.3亿

56 stks

2026-06-30

DB Fitzpatrick & Co, Inc

CIK 0001885767

申报总市值

US$1.3亿

108 stks

2026-06-30

Cushing Capital Partners, LLC

CIK 0002054827

申报总市值

US$1.3亿

96 stks

2026-03-31

APS Management Group, Inc.

CIK 0001914985

申报总市值

US$1.3亿

77 stks

2026-06-30

Illumine Investment Management, LLC

CIK 0002052970

申报总市值

US$1.3亿

92 stks

2026-03-31

Windward Management LP

CIK 0001880817

申报总市值

US$1.3亿

10 stks

2026-03-31

Core Wealth Advisors, LLC

CIK 0002110114

申报总市值

US$1.3亿

33 stks

2026-03-31

Jolley Asset Management, LLC

CIK 0001569117

申报总市值

US$1.3亿

77 stks

2020-03-31

数据过旧，未更新

Fjell Capital, LLC

CIK 0002053350

申报总市值

US$1.3亿

68 stks

2026-03-31

Elizabeth Park Capital Advisors, Ltd.

CIK 0001600583

申报总市值

US$1.3亿

46 stks

2026-03-31

M3 Wealth Management, LLC

CIK 0002109365

申报总市值

US$1.3亿

35 stks

2026-03-31

BXM Wealth LLC

CIK 0002052379

申报总市值

US$1.3亿

131 stks

2026-03-31

CPR Investments Inc.

CIK 0001775053

申报总市值

US$1.3亿

55 stks

2026-06-30

Platt Investment Counsel, LLC

CIK 0001859195

申报总市值

US$1.3亿

13 stks

2026-03-31

Nitor Capital Management LLC

CIK 0002019017

申报总市值

US$1.3亿

24 stks

2026-03-31

Clifford Group, LLC

CIK 0001965522

申报总市值

US$1.3亿

80 stks

2026-03-31

Genoa Capital Gestora de Recursos Ltda.

CIK 0002064813

申报总市值

US$1.3亿

9 stks

2026-03-31

Intrinsic Value Partners, LLC

CIK 0001910364

申报总市值

US$1.3亿

69 stks

2026-03-31

Richwood Investment Advisors, LLC

CIK 0001911900

申报总市值

US$1.3亿

98 stks

2026-03-31

Daytona Street Capital LLC

CIK 0002101936

申报总市值

US$1.3亿

302 stks

2026-03-31

Peachtree Investment Advisors, Inc.

CIK 0001598381

申报总市值

US$1.3亿

73 stks

2018-12-31

数据过旧，未更新

R.H. Investment Group, LLC

CIK 0002048733

申报总市值

US$1.3亿

45 stks

2026-03-31

Hudson Oak Wealth Advisory LLC

CIK 0002088700

申报总市值

US$1.3亿

52 stks

2026-06-30

Bislett Management, LLC

CIK 0001425041

申报总市值

US$1.3亿

18 stks

2026-03-31

Winnow Wealth LLC

CIK 0002079687

申报总市值

US$1.3亿

123 stks

2026-03-31

Akin Thomas B

CIK 0001026505

申报总市值

US$1.3亿

23 stks

2013-09-30

数据过旧，未更新

Gilbert Capital Group, Inc.

CIK 0002035854

申报总市值

US$1.3亿

51 stks

2026-03-31

Capstone Financial Group, Inc.

CIK 0001808129

申报总市值

US$1.3亿

156 stks

2020-09-30

数据过旧，未更新

Blalock Williams, LLC

CIK 0002092331

申报总市值

US$1.3亿

144 stks

2026-03-31

Outfitters Financial LLC

CIK 0001846505

申报总市值

US$1.3亿

80 stks

2026-03-31

Split Rock Private Trading & Wealth Management, LLC

CIK 0002095884

申报总市值

US$1.3亿

46 stks

2026-03-31

Epacria Capital Partners, LLC

CIK 0001927623

申报总市值

US$1.3亿

29 stks

2026-03-31

Bradyco, Inc.

CIK 0002055007

申报总市值

US$1.3亿

38 stks

2026-03-31

Clear Point Advisors Inc.

CIK 0002010474

申报总市值

US$1.3亿

75 stks

2026-03-31

CenturyLink Investment Management Co

CIK 0001054522

申报总市值

US$1.3亿

3 stks

2026-06-30

Hunting Hill Global Capital, LLC

CIK 0001697398

申报总市值

US$1.3亿

89 stks

2026-03-31

Monetta Financial Services INC

CIK 0000869179

申报总市值

US$1.3亿

58 stks

2026-03-31

Teucrium Investment Advisors, LLC

CIK 0002055352

申报总市值

US$1.3亿

42 stks

2026-03-31

Blueline Advisors LLC

CIK 0002110066

申报总市值

US$1.3亿

217 stks

2026-03-31

Palliser Capital (UK) Ltd

CIK 0001881490

申报总市值

US$1.3亿

5 stks

2026-03-31

AMG Asset Management Group, Inc.

CIK 0002113282

申报总市值

US$1.3亿

80 stks

2026-03-31

Dag Ventures, LLC

CIK 0001624576

申报总市值

US$1.3亿

3 stks

2026-03-31

Latash Investments, LLC

CIK 0001317961

申报总市值

US$1.3亿

19 stks

2026-03-31

Vienna Asset Management LLC

CIK 0001913545

申报总市值

US$1.3亿

60 stks

2026-03-31

Koenig Investment Advisory, LLC

CIK 0002114481

申报总市值

US$1.3亿

37 stks

2026-06-30

TenCore Partners, LP

CIK 0001755784

申报总市值

US$1.3亿

14 stks

2026-03-31

Shone Asset Management LLC

CIK 0001727270

申报总市值

US$1.3亿

41 stks

2020-12-31

数据过旧，未更新

Barnett & Company, Inc.

CIK 0001426588

申报总市值

US$1.3亿

88 stks

2026-03-31

Adirondack Retirement Specialists, INC.

CIK 0001841016

申报总市值

US$1.3亿

24 stks

2023-09-30

数据过旧，未更新

William Howard & Co Financial Advisors Inc

CIK 0002023493

申报总市值

US$1.3亿

54 stks

2026-06-30

Piar LLC

CIK 0002054677

申报总市值

US$1.3亿

80 stks

2026-03-31

Shamrock Asset Management LLC

CIK 0001555909

申报总市值

US$1.3亿

257 stks

2019-09-30

数据过旧，未更新

Advantage Investment Management, LLC

CIK 0001697815

申报总市值

US$1.3亿

930 stks

2019-09-30

数据过旧，未更新

Woodside Wealth Management LLC

CIK 0002064883

申报总市值

US$1.3亿

44 stks

2026-03-31

Guardsman Private Capital Management, INC.

CIK 0002110760

申报总市值

US$1.3亿

42 stks

2026-03-31

Bridger Management, LLC

CIK 0001166309

申报总市值

US$1.3亿

24 stks

2026-03-31

Lee Financial Group Hawaii, Inc.

CIK 0000837980

申报总市值

US$1.3亿

28 stks

2024-03-31

数据过旧，未更新

Safe Harbor Family Capital, LLC

CIK 0002065810

申报总市值

US$1.3亿

55 stks

2026-03-31

AEGON USA Investment Management, LLC

CIK 0001454937

申报总市值

US$1.3亿

41 stks

2026-03-31

Lord & Richards Wealth Management, LLC

CIK 0002045252

申报总市值

US$1.3亿

181 stks

2026-06-30

Asset Management CORP /il/ /adv

CIK 0001107075

申报总市值

US$1.3亿

137 stks

2023-03-31

数据过旧，未更新

York GP, Ltd.

CIK 0001289994

申报总市值

US$1.3亿

2 stks

2026-03-31

Tepp RIA, LLC

CIK 0002055925

申报总市值

US$1.3亿

41 stks

2026-03-31

Ivory Union Consulting Ltd

CIK 0002065347

申报总市值

US$1.3亿

3 stks

2026-03-31

C2C Wealth Management, LLC

CIK 0001868903

申报总市值

US$1.3亿

95 stks

2026-06-30

Stewardship Concepts Financial Services LLC

CIK 0002105785

申报总市值

US$1.3亿

62 stks

2026-03-31

Pelham Capital Ltd.

CIK 0001654111

申报总市值

US$1.3亿

9 stks

2026-03-31

Summitas Investment Management LLC

CIK 0002134540

申报总市值

US$1.3亿

10 stks

2026-03-31

Storgate, LLC

CIK 0002110835

申报总市值

US$1.3亿

170 stks

2026-03-31

Clear Retirement Advice LLC

CIK 0002112984

申报总市值

US$1.3亿

54 stks

2026-03-31

Concorde Financial Corp

CIK 0001911822

申报总市值

US$1.3亿

26 stks

2026-03-31

Pantheon Investment Group, LLC

CIK 0001802531

申报总市值

US$1.3亿

75 stks

2021-12-31

数据过旧，未更新

Roger Wittlin Investment Advisory, LLC

CIK 0001911328

申报总市值

US$1.3亿

43 stks

2026-06-30

Long Wharf Investors, Inc.

CIK 0001511465

申报总市值

US$1.3亿

145 stks

2014-06-30

数据过旧，未更新

显示第 6,451-6,600 条，共 7,392 家机构