1 億至 10 億美元機構名單（共 7392 家）

目前共有 7392 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。

Urban Financial Advisory Corp

CIK 0002005378

申報總市值

US$2.8億

57 stks

2026-03-31

TAGStone Capital, Inc.

CIK 0001903044

申報總市值

US$2.8億

137 stks

2026-03-31

O'Connor Financial Group LLC

CIK 0001973783

申報總市值

US$2.8億

69 stks

2026-06-30

Hendley & Co INC

CIK 0001084207

申報總市值

US$2.8億

47 stks

2026-06-30

Delaney Dennis R

CIK 0001661536

申報總市值

US$2.8億

243 stks

2026-03-31

Wealth Effects LLC

CIK 0001907254

申報總市值

US$2.8億

237 stks

2026-03-31

Brick & Kyle, Associates

CIK 0001632253

申報總市值

US$2.8億

60 stks

2025-12-31

資料過舊，未更新

Selby Wealth Management, LLC

CIK 0002110725

申報總市值

US$2.8億

83 stks

2026-06-30

Access Financial Services, INC.

CIK 0001699622

申報總市值

US$2.8億

95 stks

2026-03-31

Carmichael Hill & Associates, Inc.

CIK 0001730295

申報總市值

US$2.8億

776 stks

2024-09-30

資料過舊，未更新

Samalin Investment Counsel, LLC

CIK 0001544366

申報總市值

US$2.8億

319 stks

2026-03-31

INCA Investments LLC

CIK 0001513137

申報總市值

US$2.8億

10 stks

2026-03-31

3G Capital Partners LP

CIK 0001421669

申報總市值

US$2.8億

10 stks

2026-03-31

McNaughton Wealth Management, LLC

CIK 0001802691

申報總市值

US$2.8億

75 stks

2026-06-30

Monte Financial Group, LLC

CIK 0001755651

申報總市值

US$2.8億

100 stks

2026-03-31

Tiller Private Wealth, Inc.

CIK 0001663649

申報總市值

US$2.8億

66 stks

2026-03-31

Bluesphere Advisors LLC

CIK 0001844108

申報總市值

US$2.8億

121 stks

2026-03-31

Summit Financial Group, Inc.

CIK 0000811808

申報總市值

US$2.8億

258 stks

2024-03-31

資料過舊，未更新

Reynolds Investment Management, Inc.

CIK 0001930621

申報總市值

US$2.8億

100 stks

2022-06-30

資料過舊，未更新

Biltmore Wealth Management, LLC

CIK 0001598102

申報總市值

US$2.8億

60 stks

2026-03-31

Remedium Capital Partners, LLC

CIK 0002104501

申報總市值

US$2.8億

6 stks

2026-03-31

Iyo Bank, Ltd.

CIK 0001890435

申報總市值

US$2.8億

35 stks

2026-03-31

Investment Partners, LTD.

CIK 0001050068

申報總市值

US$2.8億

152 stks

2026-03-31

Echinus Advisors LLC

CIK 0001630629

申報總市值

US$2.8億

9 stks

2016-09-30

資料過舊，未更新

Northern Right Capital Management, L.P.

CIK 0001346543

申報總市值

US$2.8億

25 stks

2026-03-31

Think Investments LLC

CIK 0001596898

申報總市值

US$2.8億

13 stks

2014-12-31

資料過舊，未更新

SoundView Advisors Inc.

CIK 0002054083

申報總市值

US$2.8億

31 stks

2026-03-31

Abich Financial Wealth Management LLC

CIK 0002011645

申報總市值

US$2.8億

655 stks

2025-09-30

資料過舊，未更新

My Legacy Advisors, LLC

CIK 0001767802

申報總市值

US$2.8億

206 stks

2025-06-30

資料過舊，未更新

Freedom Financial Partners LLC

CIK 0002054598

申報總市值

US$2.8億

88 stks

2026-03-31

Owl Creek Wealth Partners LLC

CIK 0002133805

申報總市值

US$2.8億

1,239 stks

2026-03-31

venBio Partners LLC

CIK 0001776382

申報總市值

US$2.8億

6 stks

2026-03-31

Bbjs Financial Advisors, LLC

CIK 0001966040

申報總市值

US$2.8億

142 stks

2024-09-30

資料過舊，未更新

Borer Denton & Associates, Inc.

CIK 0001993607

申報總市值

US$2.8億

66 stks

2026-03-31

Panoramic Hills Capital Ltd

CIK 0002083095

申報總市值

US$2.8億

2 stks

2026-03-31

One Fin Capital Management LP

CIK 0001753875

申報總市值

US$2.8億

20 stks

2026-03-31

Fluent Financial, LLC

CIK 0001722283

申報總市值

US$2.8億

57 stks

2026-06-30

Acorn Creek Capital LLC

CIK 0001994827

申報總市值

US$2.8億

84 stks

2026-03-31

Insight Folios Inc

CIK 0001792942

申報總市值

US$2.8億

119 stks

2024-09-30

資料過舊，未更新

Clarity Capital Partners LLC

CIK 0002012239

申報總市值

US$2.8億

113 stks

2025-06-30

資料過舊，未更新

Veracity Capital LLC

CIK 0001811005

申報總市值

US$2.8億

201 stks

2026-03-31

Hall Capital Management Co INC

CIK 0001122490

申報總市值

US$2.8億

107 stks

2026-03-31

Pivotal bioVenture Partners Investment Advisor LLC

CIK 0001844645

申報總市值

US$2.8億

13 stks

2026-03-31

Joseph P. Lucia & Associates, LLC

CIK 0001775391

申報總市值

US$2.8億

169 stks

2026-03-31

American National Registered Investment Advisor, Inc.

CIK 0001518195

申報總市值

US$2.8億

243 stks

2022-03-31

資料過舊，未更新

Balanced Wealth Group LLC

CIK 0002009783

申報總市值

US$2.8億

73 stks

2026-03-31

Brophy Wealth Management, LLC

CIK 0002032097

申報總市值

US$2.8億

389 stks

2024-09-30

資料過舊，未更新

Ketron Financial

CIK 0002113129

申報總市值

US$2.8億

55 stks

2026-03-31

Northern Cross, LLC

CIK 0001461201

申報總市值

US$2.8億

14 stks

2018-09-30

資料過舊，未更新

Clinton Group INC

CIK 0001134119

申報總市值

US$2.8億

180 stks

2018-09-30

資料過舊，未更新

Retirement Group, LLC

CIK 0001740491

申報總市值

US$2.8億

847 stks

2024-03-31

資料過舊，未更新

NCM Capital Management, LLC

CIK 0001907054

申報總市值

US$2.8億

185 stks

2026-03-31

Compass Capital CORP /ma/ /adv

CIK 0000749763

申報總市值

US$2.8億

202 stks

2026-03-31

LeJeune Puetz Investment Counsel LLC

CIK 0001698146

申報總市值

US$2.8億

196 stks

2023-03-31

資料過舊，未更新

Colonial River Investments, LLC

CIK 0001845859

申報總市值

US$2.8億

229 stks

2026-03-31

Murphy Pohlad Asset Management LLC

CIK 0001569148

申報總市值

US$2.8億

134 stks

2026-03-31

Clarus Group, Inc.

CIK 0001844568

申報總市值

US$2.8億

113 stks

2026-03-31

Lee Johnson Capital Management, LLC

CIK 0001674836

申報總市值

US$2.8億

80 stks

2026-03-31

New Insight Wealth Advisors

CIK 0002022328

申報總市值

US$2.8億

107 stks

2026-03-31

David Kennon Inc

CIK 0001954126

申報總市值

US$2.8億

41 stks

2026-03-31

SOF Ltd

CIK 0001697569

申報總市值

US$2.8億

1 stks

2026-03-31

Centennial Bank/AR/

CIK 0001994744

申報總市值

US$2.8億

324 stks

2026-03-31

Checkpoint Capital L.P.

CIK 0001977548

申報總市值

US$2.8億

8 stks

2026-03-31

Disciplined Investments, LLC

CIK 0001812492

申報總市值

US$2.8億

141 stks

2026-03-31

Excalibur Management CORP

CIK 0001009003

申報總市值

US$2.8億

160 stks

2026-03-31

Mark Morris Et Al

CIK 0000845833

申報總市值

US$2.8億

238 stks

2013-06-30

資料過舊，未更新

ShoreHaven Wealth Partners, LLC

CIK 0001844922

申報總市值

US$2.8億

103 stks

2026-03-31

Yarger Wealth Strategies, LLC

CIK 0001908607

申報總市值

US$2.8億

136 stks

2026-06-30

Malaga Cove Capital, LLC

CIK 0001603001

申報總市值

US$2.8億

192 stks

2026-03-31

Arcus Capital Partners, LLC

CIK 0001651960

申報總市值

US$2.8億

121 stks

2026-03-31

Shaker Investments Llc/oh

CIK 0001009005

申報總市值

US$2.8億

87 stks

2026-06-30

Quad-Cities Investment Group, LLC

CIK 0001741426

申報總市值

US$2.8億

209 stks

2026-06-30

FNY Investment Advisers, LLC

CIK 0001742998

申報總市值

US$2.8億

989 stks

2026-06-30

Kanen Wealth Management LLC

CIK 0001681614

申報總市值

US$2.8億

36 stks

2026-03-31

Rede Wealth, LLC

CIK 0001842054

申報總市值

US$2.8億

109 stks

2026-03-31

Overlook Investments LP

CIK 0001350706

申報總市值

US$2.8億

1 stks

2025-12-31

資料過舊，未更新

Centerline Wealth Advisors, LLC

CIK 0001802059

申報總市值

US$2.8億

73 stks

2026-03-31

Mad River Investors

CIK 0001384484

申報總市值

US$2.8億

32 stks

2026-03-31

Landmark Financial Advisors, LLC

CIK 0001641440

申報總市值

US$2.8億

91 stks

2023-12-31

資料過舊，未更新

RBA Wealth Management, LLC

CIK 0001776296

申報總市值

US$2.8億

92 stks

2026-03-31

Onyx Financial Advisors, LLC

CIK 0001957840

申報總市值

US$2.8億

18 stks

2026-06-30

Armor Investment Advisors, LLC

CIK 0001694079

申報總市值

US$2.8億

160 stks

2026-03-31

Tnf LLC

CIK 0001849683

申報總市值

US$2.8億

125 stks

2024-09-30

資料過舊，未更新

Financial Consulate Inc.

CIK 0001865938

申報總市值

US$2.8億

131 stks

2021-06-30

資料過舊，未更新

Seaview Investment Managers LLC

CIK 0001832158

申報總市值

US$2.8億

205 stks

2026-03-31

Buska Wealth Management, LLC

CIK 0001910503

申報總市值

US$2.8億

81 stks

2026-06-30

Berkshire Capital Holdings INC

CIK 0001133742

申報總市值

US$2.8億

114 stks

2026-03-31

Eley Financial Management, Inc

CIK 0001965267

申報總市值

US$2.8億

69 stks

2026-03-31

Carmel Capital Partners, LLC

CIK 0001900481

申報總市值

US$2.8億

118 stks

2026-03-31

Resurgent Financial Advisors LLC

CIK 0001912339

申報總市值

US$2.8億

260 stks

2026-03-31

1 North Wealth Services LLC

CIK 0001641761

申報總市值

US$2.8億

270 stks

2026-03-31

Tounjian Advisory Partners, LLC

CIK 0002039850

申報總市值

US$2.8億

150 stks

2026-03-31

Townsend Asset Management CORP /nc/ /adv

CIK 0000709089

申報總市值

US$2.8億

187 stks

2026-03-31

Ranch Capital Advisors Inc.

CIK 0001793269

申報總市值

US$2.8億

154 stks

2026-03-31

ICW Investment Advisors LLC

CIK 0001794820

申報總市值

US$2.8億

147 stks

2026-03-31

Independence Asset Advisors, LLC

CIK 0002010929

申報總市值

US$2.8億

24 stks

2026-03-31

Mid-American Wealth Advisory Group, Inc.

CIK 0001911264

申報總市值

US$2.8億

66 stks

2026-06-30

Tanglewood Legacy Advisors, LLC

CIK 0001965616

申報總市值

US$2.8億

269 stks

2026-03-31

Winfield Associates, Inc.

CIK 0001569655

申報總市值

US$2.8億

153 stks

2022-03-31

資料過舊，未更新

Envision Financial Planning, LLC

CIK 0001964460

申報總市值

US$2.8億

51 stks

2026-03-31

Alta Advisers Ltd

CIK 0001536114

申報總市值

US$2.8億

207 stks

2026-03-31

Arcadia Wealth Management, LLC

CIK 0001964226

申報總市值

US$2.8億

67 stks

2026-03-31

Metavasi Capital LP

CIK 0001864835

申報總市值

US$2.8億

21 stks

2026-03-31

Financial Partners Group, LLC

CIK 0001965246

申報總市值

US$2.8億

88 stks

2025-06-30

資料過舊，未更新

RiverPark Advisors, LLC

CIK 0001484256

申報總市值

US$2.8億

170 stks

2026-03-31

Flagstar Advisors INC

CIK 0001117233

申報總市值

US$2.8億

174 stks

2026-03-31

Family Capital Trust Co

CIK 0001123320

申報總市值

US$2.8億

89 stks

2026-03-31

Adapt Wealth Advisors, LLC

CIK 0002013937

申報總市值

US$2.8億

106 stks

2026-03-31

Lakeshore Financial Planning, Inc.

CIK 0002000571

申報總市值

US$2.8億

85 stks

2026-03-31

MRA Advisory Group

CIK 0001841816

申報總市值

US$2.8億

159 stks

2026-06-30

Cowen Prime Services LLC

CIK 0001543830

申報總市值

US$2.8億

167 stks

2021-06-30

資料過舊，未更新

First Sabrepoint Capital Management LP

CIK 0001731530

申報總市值

US$2.8億

29 stks

2026-03-31

FirstPurpose Wealth LLC

CIK 0001913420

申報總市值

US$2.8億

209 stks

2024-03-31

資料過舊，未更新

Arohi Asset Management PTE Ltd.

CIK 0002043756

申報總市值

US$2.8億

7 stks

2026-03-31

Ted Buchan & Co

CIK 0002033413

申報總市值

US$2.8億

88 stks

2026-03-31

Knott David M

CIK 0000808722

申報總市值

US$2.8億

197 stks

2021-09-30

資料過舊，未更新

Heathbridge Capital Management Ltd.

CIK 0001503269

申報總市值

US$2.8億

29 stks

2026-03-31

Unique Wealth Strategies, LLC

CIK 0002009809

申報總市值

US$2.8億

223 stks

2026-06-30

Highview Capital Management LLC/DE/

CIK 0001903786

申報總市值

US$2.8億

101 stks

2026-03-31

Renesas Electronics America Inc.

CIK 0000703361

申報總市值

US$2.8億

1 stks

2026-03-31

Motive Capital Fund I GP, LP

CIK 0001845783

申報總市值

US$2.7億

1 stks

2020-12-31

資料過舊，未更新

Praetorian PR LLC

CIK 0001949877

申報總市值

US$2.7億

13 stks

2026-03-31

Spreng Capital Management, INC.

CIK 0001800913

申報總市值

US$2.7億

77 stks

2026-06-30

Allred Capital Management, LLC

CIK 0001765885

申報總市值

US$2.7億

155 stks

2026-03-31

Brahman Capital Corp.

CIK 0001014894

申報總市值

US$2.7億

20 stks

2023-09-30

資料過舊，未更新

325 Capital LLC

CIK 0001873893

申報總市值

US$2.7億

12 stks

2026-03-31

Financial & Investment Management Group LTD

CIK 0001051042

申報總市值

US$2.7億

124 stks

2018-12-31

資料過舊，未更新

JBR Co Financial Management Inc

CIK 0002017878

申報總市值

US$2.7億

133 stks

2026-06-30

Maestria Partners LLC

CIK 0002000390

申報總市值

US$2.7億

13 stks

2026-03-31

Jessup Wealth Management, Inc

CIK 0001963536

申報總市值

US$2.7億

78 stks

2026-03-31

Lowe Wealth Advisors, LLC

CIK 0001574010

申報總市值

US$2.7億

395 stks

2025-09-30

資料過舊，未更新

Strategic Wealth Management Group, LLC

CIK 0001750403

申報總市值

US$2.7億

122 stks

2021-06-30

資料過舊，未更新

Odyssean, LLC

CIK 0002092853

申報總市值

US$2.7億

418 stks

2026-03-31

BKM Wealth Management, LLC

CIK 0002007263

申報總市值

US$2.7億

148 stks

2026-03-31

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

CIK 0001379119

申報總市值

US$2.7億

220 stks

2022-03-31

資料過舊，未更新

EisnerAmper Wealth Management Corporate Benefits, LLC

CIK 0001624809

申報總市值

US$2.7億

67 stks

2023-12-31

資料過舊，未更新

Mathes Company, Inc.

CIK 0001389223

申報總市值

US$2.7億

126 stks

2026-03-31

Shrier Wealth Management, LLC

CIK 0002075389

申報總市值

US$2.7億

131 stks

2026-03-31

Sittner & Nelson, LLC

CIK 0001846138

申報總市值

US$2.7億

573 stks

2026-03-31

Aventura Private Wealth, LLC

CIK 0002074418

申報總市值

US$2.7億

904 stks

2026-03-31

FSA Wealth Management LLC

CIK 0001804256

申報總市值

US$2.7億

581 stks

2025-09-30

資料過舊，未更新

One River Asset Management, LLC

CIK 0001616336

申報總市值

US$2.7億

255 stks

2026-03-31

Spouting Rock Asset Management, LLC

CIK 0001771174

申報總市值

US$2.7億

118 stks

2023-12-31

資料過舊，未更新

Squadron Capital Management LLC

CIK 0002050709

申報總市值

US$2.7億

37 stks

2026-03-31

SB Capital Management Inc

CIK 0001302815

申報總市值

US$2.7億

93 stks

2025-12-31

資料過舊，未更新

TL Private Wealth

CIK 0001802868

申報總市值

US$2.7億

54 stks

2026-06-30

Cassady Schiller Wealth Management, LLC

CIK 0001904425

申報總市值

US$2.7億

1,148 stks

2024-12-31

資料過舊，未更新

Lountzis Asset Management, LLC

CIK 0001821168

申報總市值

US$2.7億

52 stks

2026-03-31

Richards, Merrill & Peterson, INC.

CIK 0000090108

申報總市值

US$2.7億

283 stks

2026-03-31

Blackhawk Capital Partners, LLC

CIK 0001582561

申報總市值

US$2.7億

141 stks

2026-03-31