1 億至 10 億美元機構名單（共 7401 家）

目前共有 7401 家機構的資產管理規模落在1 億至 10 億美元，以下依 AUM 由高至低排序。

Revisor Wealth Management LLC

CIK 0001887409

申報總市值

US$4.2億

371 stks

2026-06-30

Rosenblum Silverman Sutton S F Inc /ca

CIK 0000918893

申報總市值

US$4.2億

80 stks

2026-06-30

Capital Wealth Management, LLC

CIK 0001730456

申報總市值

US$4.2億

39 stks

2026-06-30

Signature Financial Management, Inc.

CIK 0001542162

申報總市值

US$4.2億

126 stks

2018-12-31

資料過舊，未更新

Prasad Wealth Partners, LLC

CIK 0002048885

申報總市值

US$4.2億

160 stks

2026-06-30

Walter Public Investments Inc.

CIK 0001925251

申報總市值

US$4.2億

53 stks

2026-06-30

BigSur Wealth Management LLC

CIK 0001659171

申報總市值

US$4.2億

170 stks

2026-06-30

Squire Investment Management Company, LLC

CIK 0002031291

申報總市值

US$4.2億

89 stks

2026-06-30

KFA Private Wealth Group, LLC

CIK 0001800556

申報總市值

US$4.2億

150 stks

2026-06-30

Family Firm, Inc.

CIK 0001602603

申報總市值

US$4.1億

87 stks

2025-06-30

資料過舊，未更新

Oldfield Partners LLP

CIK 0001492815

申報總市值

US$4.1億

18 stks

2026-06-30

Cadence Capital Management LLC

CIK 0001175399

申報總市值

US$4.1億

277 stks

2020-09-30

資料過舊，未更新

Winthrop Capital Management, LLC

CIK 0002010657

申報總市值

US$4.1億

351 stks

2026-06-30

Pioneer Wealth Management Group

CIK 0001973339

申報總市值

US$4.1億

55 stks

2026-06-30

Measured Wealth Private Client Group, LLC

CIK 0001720235

申報總市值

US$4.1億

723 stks

2026-06-30

Colton Groome Financial Advisors, LLC

CIK 0001780330

申報總市值

US$4.1億

164 stks

2026-06-30

RFG - Bristol Wealth Advisors, LLC

CIK 0002055104

申報總市值

US$4.1億

188 stks

2026-06-30

Hudson Capital Management LLC

CIK 0001727342

申報總市值

US$4.1億

74 stks

2026-06-30

Vision Retirement, LLC

CIK 0002069023

申報總市值

US$4.1億

621 stks

2026-06-30

Bnc Wealth Management, LLC

CIK 0001821549

申報總市值

US$4.1億

107 stks

2026-06-30

Lingohr Asset Management GmbH

CIK 0001527570

申報總市值

US$4.1億

109 stks

2025-09-30

資料過舊，未更新

Siena Capital Partners GP, LLC

CIK 0001694886

申報總市值

US$4.1億

101 stks

2026-06-30

Synergy Investment Management, LLC

CIK 0002053786

申報總市值

US$4.1億

1,642 stks

2026-06-30

WP Advisors, LLC

CIK 0001697796

申報總市值

US$4.1億

119 stks

2026-06-30

JRM Investment Counsel, LLC

CIK 0001631084

申報總市值

US$4.1億

21 stks

2026-06-30

Cypress Financial Planning LLC

CIK 0001937021

申報總市值

US$4.1億

109 stks

2026-06-30

Kanen Wealth Management LLC

CIK 0001681614

申報總市值

US$4.1億

37 stks

2026-06-30

Hilltop Partners LLC

CIK 0001957867

申報總市值

US$4.1億

150 stks

2026-06-30

Kiltearn Partners LLP

CIK 0001582633

申報總市值

US$4.1億

29 stks

2026-06-30

EntryPoint Capital, LLC

CIK 0001992519

申報總市值

US$4.1億

768 stks

2026-06-30

Traverso Chambers Private Wealth Management, LLC

CIK 0001767346

申報總市值

US$4.1億

123 stks

2023-12-31

資料過舊，未更新

Mcdonald Partners LLC

CIK 0001331074

申報總市值

US$4.1億

621 stks

2026-06-30

Accretive Wealth Partners, LLC

CIK 0001844444

申報總市值

US$4.1億

181 stks

2026-06-30

Taylor Hoffman Capital Management LLC

CIK 0002042493

申報總市值

US$4.1億

122 stks

2026-06-30

Prism Advisors, Inc.

CIK 0001717027

申報總市值

US$4.1億

77 stks

2026-06-30

Endeavor Private Wealth, Inc.

CIK 0001906023

申報總市值

US$4.1億

464 stks

2026-06-30

WealthCare Investment Partners, LLC

CIK 0001908462

申報總市值

US$4.1億

206 stks

2026-06-30

Waypoint Wealth Partners Inc.

CIK 0001817306

申報總市值

US$4.1億

76 stks

2025-06-30

資料過舊，未更新

Inlet Private Wealth, LLC

CIK 0001759751

申報總市值

US$4.1億

133 stks

2026-06-30

Alpine Investment Management Ltd

CIK 0001964631

申報總市值

US$4.1億

9 stks

2026-06-30

Elevatus Welath Management

CIK 0001982776

申報總市值

US$4.1億

243 stks

2026-06-30

Aspiring Ventures, LLC

CIK 0001738640

申報總市值

US$4.1億

192 stks

2026-06-30

FundX Investment Group, LLC

CIK 0001427261

申報總市值

US$4.1億

45 stks

2021-12-31

資料過舊，未更新

Grosvenor Capital Management, L.P.

CIK 0001403169

申報總市值

US$4.1億

12 stks

2018-03-31

資料過舊，未更新

Financial Perspectives, Inc

CIK 0002003287

申報總市值

US$4.1億

728 stks

2026-06-30

Gavilan Investment Partners LLC

CIK 0001963404

申報總市值

US$4.1億

15 stks

2026-06-30

SignalPoint Asset Management, LLC

CIK 0001566414

申報總市值

US$4.1億

253 stks

2024-12-31

資料過舊，未更新

First Washington CORP

CIK 0001390043

申報總市值

US$4.1億

51 stks

2026-06-30

Henrickson Nauta Wealth Advisors, Inc.

CIK 0001903859

申報總市值

US$4.1億

118 stks

2026-06-30

Acorn Wealth Advisors, LLC

CIK 0001730610

申報總市值

US$4.1億

303 stks

2026-06-30

Concentric Wealth Management, LLC

CIK 0001695345

申報總市值

US$4.1億

133 stks

2024-09-30

資料過舊，未更新

Strata Wealth Advisors, LLC

CIK 0001946237

申報總市值

US$4.1億

97 stks

2026-06-30

Itau USA Asset Management Inc.

CIK 0001541597

申報總市值

US$4.1億

37 stks

2016-03-31

資料過舊，未更新

Pinnacle Financial Group, LLC / IL

CIK 0001905962

申報總市值

US$4.1億

117 stks

2026-06-30

HFR Wealth Management, LLC

CIK 0001877822

申報總市值

US$4.1億

53 stks

2026-06-30

B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund

CIK 0001536262

申報總市值

US$4.1億

23 stks

2021-09-30

資料過舊，未更新

Argonautica Private Wealth Management, Inc

CIK 0001931870

申報總市值

US$4.1億

182 stks

2026-06-30

Ifrah Financial Services, Inc.

CIK 0001382646

申報總市值

US$4.1億

214 stks

2026-06-30

DKRT Investments Corp.

CIK 0002080627

申報總市值

US$4.1億

50 stks

2026-06-30

Matarin Capital Management, LLC

CIK 0001579668

申報總市值

US$4.1億

184 stks

2020-12-31

資料過舊，未更新

Rock Point Advisors, LLC

CIK 0001301540

申報總市值

US$4.1億

123 stks

2026-06-30

Rooted Wealth Advisors, Inc.

CIK 0001963732

申報總市值

US$4.1億

149 stks

2026-06-30

Sicart Associates LLC

CIK 0001696494

申報總市值

US$4.1億

74 stks

2026-06-30

Al Warda Investments RSC Ltd

CIK 0002075444

申報總市值

US$4.1億

1 stks

2025-12-31

資料過舊，未更新

Tiff Advisory Services, LLC

CIK 0001271347

申報總市值

US$4.1億

19 stks

2026-06-30

Polunin Capital Partners Ltd

CIK 0001629869

申報總市值

US$4.1億

19 stks

2026-06-30

Inceptionr LLC

CIK 0001821561

申報總市值

US$4.1億

628 stks

2026-06-30

Burt Wealth Advisors

CIK 0001612041

申報總市值

US$4.1億

115 stks

2025-09-30

資料過舊，未更新

Eq LLC

CIK 0001757605

申報總市值

US$4.1億

87 stks

2026-06-30

Amicus Financial Advisors, LLC

CIK 0002113629

申報總市值

US$4.1億

95 stks

2026-06-30

Retirement Financial Solutions, LLC

CIK 0001962532

申報總市值

US$4.1億

53 stks

2026-06-30

Platinum Investment Management LTD

CIK 0001256071

申報總市值

US$4.1億

85 stks

2026-06-30

Kettle Hill Capital Management, LLC

CIK 0001387369

申報總市值

US$4.1億

35 stks

2026-06-30

Bond & Devick Financial Network, Inc.

CIK 0001843495

申報總市值

US$4.1億

207 stks

2026-06-30

Warner Group LLC

CIK 0002073617

申報總市值

US$4.1億

129 stks

2026-06-30

Fca CORP /tx

CIK 0001166402

申報總市值

US$4.1億

212 stks

2026-06-30

Tactive Advisors, LLC

CIK 0002002409

申報總市值

US$4.1億

282 stks

2026-06-30

Ark & Tlk Investments, LLC

CIK 0002013188

申報總市值

US$4.1億

127 stks

2026-06-30

Evelyn Partners Asset Management Ltd

CIK 0002065207

申報總市值

US$4.1億

308 stks

2026-03-31

Whitefort Capital Management, LP

CIK 0001884931

申報總市值

US$4.1億

19 stks

2026-06-30

Headland Capital, LLC

CIK 0002056637

申報總市值

US$4.1億

64 stks

2026-06-30

Kula Investments, LLC

CIK 0001911190

申報總市值

US$4.1億

576 stks

2023-03-31

資料過舊，未更新

Benchmark Financial Wealth Advisors, LLC

CIK 0001757706

申報總市值

US$4.1億

148 stks

2026-06-30

Cisco Systems, Inc.

CIK 0000858877

申報總市值

US$4.1億

6 stks

2026-06-30

Modus Advisors, LLC

CIK 0001799284

申報總市值

US$4.0億

118 stks

2026-06-30

Tucker Asset Management LLC

CIK 0001870012

申報總市值

US$4.0億

430 stks

2026-06-30

Walter & Keenan Wealth Management LLC /in/ /adv

CIK 0000752365

申報總市值

US$4.0億

169 stks

2026-06-30

Seaside Wealth Management, Inc.

CIK 0001929977

申報總市值

US$4.0億

71 stks

2026-06-30

Roberts Glore & Co Inc /il/

CIK 0001017115

申報總市值

US$4.0億

246 stks

2026-06-30

Buckley Wealth Management, LLC

CIK 0001730126

申報總市值

US$4.0億

104 stks

2026-06-30

Butensky & Cohen Financial Security, Inc

CIK 0001632802

申報總市值

US$4.0億

135 stks

2026-06-30

Proathlete Wealth Management LLC

CIK 0002012065

申報總市值

US$4.0億

374 stks

2026-06-30

Northeast Financial Group, Inc.

CIK 0001965773

申報總市值

US$4.0億

90 stks

2026-03-31

McElhenny Sheffield Capital Management, LLC

CIK 0001886813

申報總市值

US$4.0億

108 stks

2026-06-30

Arcataur Capital Management LLC

CIK 0001987321

申報總市值

US$4.0億

105 stks

2026-06-30

Wbi Investments, LLC

CIK 0001397424

申報總市值

US$4.0億

422 stks

2026-06-30

Burke & Herbert Bank & Trust Co

CIK 0001101250

申報總市值

US$4.0億

369 stks

2026-06-30

OLIO Financial Planning

CIK 0001906766

申報總市值

US$4.0億

68 stks

2026-06-30

Clean Yield Group

CIK 0001525865

申報總市值

US$4.0億

395 stks

2026-06-30

Ogorek Anthony Joseph /ny/ /adv

CIK 0000714364

申報總市值

US$4.0億

715 stks

2026-06-30

Manske Wealth Management

CIK 0002095143

申報總市值

US$4.0億

226 stks

2026-06-30

Grandview Asset Management LLC

CIK 0001766791

申報總市值

US$4.0億

146 stks

2026-06-30

Bip Gp LLC

CIK 0001298983

申報總市值

US$4.0億

69 stks

2016-03-31

資料過舊，未更新

Vantage Financial Partners Ltd., Inc.

CIK 0001693809

申報總市值

US$4.0億

103 stks

2024-06-30

資料過舊，未更新

Sterling Wealth Management, Inc.

CIK 0002011149

申報總市值

US$4.0億

116 stks

2026-06-30

Grace & Mercy Foundation, Inc.

CIK 0001715783

申報總市值

US$4.0億

21 stks

2026-06-30

Cliffwater LLC

CIK 0001659851

申報總市值

US$4.0億

22 stks

2026-06-30

Exor N.V.

CIK 0001589122

申報總市值

US$4.0億

2 stks

2026-06-30

Ping Capital Management, Inc.

CIK 0001804352

申報總市值

US$4.0億

93 stks

2026-06-30

Heritage Wealth Management, Inc.

CIK 0001944755

申報總市值

US$4.0億

272 stks

2026-06-30

Copperwynd Financial, LLC

CIK 0001687832

申報總市值

US$4.0億

156 stks

2025-06-30

資料過舊，未更新

Absolute Capital Management, LLC

CIK 0001817648

申報總市值

US$4.0億

162 stks

2026-06-30

Physicians Financial Services, Inc.

CIK 0001665518

申報總市值

US$4.0億

106 stks

2026-06-30

Wealth Group, Ltd.

CIK 0002013988

申報總市值

US$4.0億

106 stks

2026-06-30

Burleson & Company, LLC

CIK 0001733510

申報總市值

US$4.0億

426 stks

2022-12-31

資料過舊，未更新

Redmond Asset Management, LLC

CIK 0001567890

申報總市值

US$4.0億

199 stks

2026-06-30

Intercapital, LLC

CIK 0002108411

申報總市值

US$4.0億

121 stks

2026-06-30

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

CIK 0001622852

申報總市值

US$4.0億

122 stks

2020-12-31

資料過舊，未更新

Rappaport Reiches Capital Management, LLC

CIK 0001990195

申報總市值

US$4.0億

122 stks

2025-03-31

資料過舊，未更新

OLP CAPITAL MANAGEMENT Ltd

CIK 0001738126

申報總市值

US$4.0億

6 stks

2026-06-30

Presidio Capital Management, LLC

CIK 0001931750

申報總市值

US$4.0億

86 stks

2026-06-30

TriaGen Wealth Management LLC

CIK 0001843848

申報總市值

US$4.0億

185 stks

2026-06-30

Elmwood Wealth Management, Inc.

CIK 0001731927

申報總市值

US$4.0億

200 stks

2026-06-30

Fiduciary Family Office, LLC

CIK 0002020280

申報總市值

US$4.0億

177 stks

2026-06-30

Sandy Cove Advisors, LLC

CIK 0001908217

申報總市值

US$4.0億

162 stks

2026-06-30

Argent Advisors, Inc.

CIK 0001426851

申報總市值

US$4.0億

186 stks

2026-06-30

Saybrook Capital /nc

CIK 0001044924

申報總市值

US$4.0億

42 stks

2026-06-30

Three Bridge Wealth Advisors, LLC

CIK 0001950962

申報總市值

US$4.0億

87 stks

2026-06-30

Fsa Wealth Partners, Inc.

CIK 0001731221

申報總市值

US$4.0億

91 stks

2026-06-30

Landmark Investment Partners, L.p.

CIK 0002023551

申報總市值

US$4.0億

54 stks

2026-06-30

Kerrisdale Advisers, LLC

CIK 0001569688

申報總市值

US$4.0億

114 stks

2026-06-30

Bluefin Capital Management, LLC

CIK 0001144208

申報總市值

US$4.0億

144 stks

2026-06-30

Valtinson Bruner Financial Planning LLC

CIK 0001761450

申報總市值

US$4.0億

189 stks

2026-06-30

VCI Wealth Management LLC

CIK 0002009388

申報總市值

US$4.0億

99 stks

2026-06-30

Cowa, LLC

CIK 0001844480

申報總市值

US$4.0億

181 stks

2026-06-30

WorthPointe, LLC

CIK 0001921448

申報總市值

US$4.0億

124 stks

2026-06-30

Alfreton Capital LLP

CIK 0001873435

申報總市值

US$4.0億

6 stks

2026-06-30

Hudson Value Partners, LLC

CIK 0001840501

申報總市值

US$4.0億

113 stks

2026-06-30

Summit Investment Advisory Services, LLC

CIK 0001914395

申報總市值

US$4.0億

89 stks

2026-06-30

Shoker Investment Counsel, Inc.

CIK 0001599623

申報總市值

US$4.0億

113 stks

2026-06-30

Stiles Financial Services Inc

CIK 0001904832

申報總市值

US$4.0億

183 stks

2026-06-30

Fischer Financial Services, Inc.

CIK 0002064001

申報總市值

US$4.0億

65 stks

2026-06-30

Elmind Capital, LP

CIK 0002052213

申報總市值

US$4.0億

35 stks

2026-06-30

Vista Investment Partners LLC

CIK 0002023386

申報總市值

US$4.0億

172 stks

2026-06-30

Premier Financial Group

CIK 0001989061

申報總市值

US$4.0億

46 stks

2026-03-31

Willingdon Wealth Management

CIK 0001577773

申報總市值

US$4.0億

307 stks

2020-03-31

資料過舊，未更新

Brown Miller Wealth Management, LLC

CIK 0001840084

申報總市值

US$4.0億

291 stks

2026-06-30

Newton One Investments LLC

CIK 0001842787

申報總市值

US$4.0億

146 stks

2026-06-30

Pathway Financial Advisers, LLC

CIK 0002024152

申報總市值

US$4.0億

167 stks

2026-06-30

Net Worth Advisory Group

CIK 0001791998

申報總市值

US$4.0億

411 stks

2026-06-30

顯示第 2,251-2,400 筆，共 7,401 間機構