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。

Kaufman Rossin Wealth, LLC

CIK 0002049750

申報總市值

US$2.1億

112 stks

2026-06-30

Tilia Fiduciary Partners, Inc.

CIK 0001910210

申報總市值

US$2.1億

127 stks

2026-06-30

McCarthy Asset Management, Inc.

CIK 0001843169

申報總市值

US$2.1億

29 stks

2026-06-30

Kure Advisory, LLC

CIK 0001986795

申報總市值

US$2.1億

62 stks

2026-06-30

Lunate Holding RSC Ltd

CIK 0002009522

申報總市值

US$2.1億

4 stks

2024-12-31

資料過舊，未更新

Piermont Capital Management Inc.

CIK 0001561509

申報總市值

US$2.1億

108 stks

2018-12-31

資料過舊，未更新

Asset Planning Corporation

CIK 0000007773

申報總市值

US$2.1億

48 stks

2025-09-30

資料過舊，未更新

Wisconsin Capital Management LLC

CIK 0000926833

申報總市值

US$2.1億

47 stks

2026-06-30

Wells Trecaso Financial Group, LLC

CIK 0001737987

申報總市值

US$2.1億

99 stks

2025-09-30

資料過舊，未更新

Stegner Investment Associates Inc.

CIK 0001907433

申報總市值

US$2.1億

31 stks

2026-06-30

Aristotle Pacific Capital, LLC

CIK 0001844577

申報總市值

US$2.1億

5 stks

2026-06-30

Bridge Advisory, LLC

CIK 0001847956

申報總市值

US$2.1億

99 stks

2024-09-30

資料過舊，未更新

Three Cord True Wealth Management, LLC

CIK 0002056001

申報總市值

US$2.1億

43 stks

2026-06-30

Beckerman Institutional, LLC

CIK 0002043468

申報總市值

US$2.1億

124 stks

2026-06-30

Laidlaw Group, LLC

CIK 0001482339

申報總市值

US$2.1億

76 stks

2015-06-30

資料過舊，未更新

Vestpro Financial Partners, Inc. dba CPF Texas

CIK 0001709253

申報總市值

US$2.1億

264 stks

2018-09-30

資料過舊，未更新

Coann Capital LLC

CIK 0001824658

申報總市值

US$2.1億

19 stks

2022-12-31

資料過舊，未更新

Columbus Point LLP

CIK 0001767392

申報總市值

US$2.1億

18 stks

2021-09-30

資料過舊，未更新

Bradley & Co. Private Wealth Management, LLC

CIK 0001861678

申報總市值

US$2.1億

272 stks

2026-06-30

Index Venture Growth Associates V Ltd

CIK 0001873834

申報總市值

US$2.1億

3 stks

2026-06-30

Chimera Capital Management LLC

CIK 0001789215

申報總市值

US$2.1億

64 stks

2023-03-31

資料過舊，未更新

Baron Financial Group, LLC

CIK 0001832093

申報總市值

US$2.1億

56 stks

2026-06-30

Fischer Investment Strategies, LLC

CIK 0001977444

申報總市值

US$2.1億

49 stks

2026-06-30

Arcadia Wealth Management, Inc.

CIK 0002059339

申報總市值

US$2.1億

58 stks

2026-06-30

apricus wealth, LLC

CIK 0001913842

申報總市值

US$2.1億

129 stks

2026-06-30

Shearwater Capital LLC

CIK 0001905665

申報總市值

US$2.1億

65 stks

2026-06-30

Starfire Investment Advisers, Inc.

CIK 0001652391

申報總市值

US$2.1億

157 stks

2020-06-30

資料過舊，未更新

Trust Investment Advisors

CIK 0001597690

申報總市值

US$2.1億

98 stks

2026-06-30

Professional Planning

CIK 0001740871

申報總市值

US$2.1億

124 stks

2021-09-30

資料過舊，未更新

Mariner Wealth Advisors-NYC, LLC

CIK 0001642112

申報總市值

US$2.1億

773 stks

2015-03-31

資料過舊，未更新

Integrity Financial Corp /WA

CIK 0001917704

申報總市值

US$2.1億

292 stks

2026-06-30

Timpani Capital Management LLC

CIK 0001537558

申報總市值

US$2.1億

91 stks

2019-03-31

資料過舊，未更新

Sherrill & Hutchins Financial Advisory, Inc

CIK 0002005607

申報總市值

US$2.1億

20 stks

2026-06-30

Sard Wealth Management Group, LLC

CIK 0002010095

申報總市值

US$2.1億

61 stks

2026-06-30

Humankind Investments LLC

CIK 0001845373

申報總市值

US$2.1億

22 stks

2026-06-30

Panoramic Investment Advisors, LLC

CIK 0001967332

申報總市值

US$2.1億

141 stks

2026-06-30

Dempze Nancy E

CIK 0001592614

申報總市值

US$2.1億

303 stks

2026-06-30

Foundry Group, LLC

CIK 0001644978

申報總市值

US$2.1億

4 stks

2022-09-30

資料過舊，未更新

Peninsula Asset Management Inc

CIK 0001091923

申報總市值

US$2.1億

80 stks

2026-06-30

Hoge Financial Services, LLC

CIK 0001989834

申報總市值

US$2.1億

83 stks

2026-06-30

IFS Advisors, LLC

CIK 0001765617

申報總市值

US$2.1億

220 stks

2026-06-30

RLH Capital LLC

CIK 0002008031

申報總市值

US$2.1億

130 stks

2026-06-30

Pacific Financial Group Inc

CIK 0001279926

申報總市值

US$2.1億

85 stks

2026-06-30

Copperleaf Capital, LLC

CIK 0001802225

申報總市值

US$2.1億

114 stks

2025-09-30

資料過舊，未更新

Financial Architects, LLC

CIK 0002008540

申報總市值

US$2.1億

24 stks

2026-06-30

Oak Wealth Advisors LLC

CIK 0002056728

申報總市值

US$2.1億

69 stks

2026-06-30

Capelight Capital Asset Management LP

CIK 0002105992

申報總市值

US$2.1億

38 stks

2026-06-30

Aberdeen Wealth Management LLC

CIK 0001802654

申報總市值

US$2.1億

2,233 stks

2026-06-30

Promethium Advisors,llc

CIK 0002034073

申報總市值

US$2.1億

122 stks

2026-06-30

Axis Wealth Partners, LLC

CIK 0002052531

申報總市值

US$2.1億

214 stks

2026-06-30

Monument Group Wealth Advisors, LLC

CIK 0001965665

申報總市值

US$2.1億

44 stks

2026-06-30

Moser Wealth Advisors, LLC

CIK 0001803081

申報總市值

US$2.1億

200 stks

2025-06-30

資料過舊，未更新

Meridian Financial Advisors, LLC

CIK 0002032629

申報總市值

US$2.1億

146 stks

2026-06-30

Andrews Advisory Associates, LLC

CIK 0002110646

申報總市值

US$2.1億

86 stks

2026-06-30

Handelsinvest Investeringsforvaltning

CIK 0001659997

申報總市值

US$2.1億

317 stks

2024-03-31

資料過舊，未更新

Siguler Guff Advisers, LLC

CIK 0001568814

申報總市值

US$2.1億

5 stks

2022-12-31

資料過舊，未更新

Kentucky Trust Co

CIK 0002054100

申報總市值

US$2.1億

316 stks

2026-06-30

Aft, Forsyth & Company, Inc.

CIK 0001512073

申報總市值

US$2.1億

108 stks

2026-06-30

Arena Capital Advisors, LLC- CA

CIK 0001833078

申報總市值

US$2.1億

21 stks

2026-06-30

Intelligent Financial Strategies

CIK 0001911000

申報總市值

US$2.1億

60 stks

2026-06-30

Sheridan Capital Management, LLC

CIK 0001926753

申報總市值

US$2.1億

31 stks

2026-06-30

Breed's Hill Capital LLC

CIK 0001963222

申報總市值

US$2.1億

241 stks

2025-06-30

資料過舊，未更新

William B. Walkup & Associates, Inc.

CIK 0002034054

申報總市值

US$2.1億

258 stks

2026-06-30

Stonebridge Capital Management Inc

CIK 0000051812

申報總市值

US$2.1億

70 stks

2026-06-30

Babb Wealth Advisors LLC

CIK 0002047312

申報總市值

US$2.1億

19 stks

2026-06-30

BCK Partners, Inc.

CIK 0001845867

申報總市值

US$2.1億

28 stks

2026-06-30

Seven Bridges Advisors LLC

CIK 0001632929

申報總市值

US$2.1億

16 stks

2026-06-30

RWQ Financial Management Services, Inc.

CIK 0001846544

申報總市值

US$2.1億

24 stks

2026-06-30

Everstar Asset Management, LLC

CIK 0002023744

申報總市值

US$2.1億

205 stks

2026-06-30

Topel & Distasi Wealth Management, LLC

CIK 0001880087

申報總市值

US$2.1億

57 stks

2026-06-30

Ridgecrest Wealth Partners, LLC

CIK 0001860719

申報總市值

US$2.1億

111 stks

2026-06-30

CIBRA Capital Ltd

CIK 0002060725

申報總市值

US$2.1億

25 stks

2026-03-31

Lynwood Price Capital Management LP

CIK 0002046605

申報總市值

US$2.1億

13 stks

2026-06-30

Catalyst Private Wealth, LLC

CIK 0001831193

申報總市值

US$2.1億

82 stks

2026-06-30

Tenret Co LLC

CIK 0001874146

申報總市值

US$2.1億

33 stks

2026-03-31

Semus Wealth Partners LLC

CIK 0001964775

申報總市值

US$2.1億

111 stks

2026-06-30

Peg Capital Management Inc /nh/

CIK 0001080623

申報總市值

US$2.1億

34 stks

2015-03-31

資料過舊，未更新

Hofer & Associates. Inc

CIK 0001958491

申報總市值

US$2.1億

70 stks

2026-06-30

Goodwin Daniel L

CIK 0001119191

申報總市值

US$2.1億

158 stks

2023-09-30

資料過舊，未更新

Mullaney, Keating & Wright, Inc.

CIK 0002135840

申報總市值

US$2.1億

74 stks

2026-06-30

Aspen Wealth Strategies, LLC

CIK 0001972517

申報總市值

US$2.1億

89 stks

2026-06-30

GordonMD Global Investments LP

CIK 0002039349

申報總市值

US$2.1億

16 stks

2026-06-30

Private Vista, LLC

CIK 0001640638

申報總市值

US$2.1億

117 stks

2020-06-30

資料過舊，未更新

Old Peak Finance LLC

CIK 0002080991

申報總市值

US$2.1億

149 stks

2026-06-30

Avid Wealth Partners LLC

CIK 0001992344

申報總市值

US$2.1億

77 stks

2026-06-30

Sutton Place Investors LLC

CIK 0001930301

申報總市值

US$2.1億

148 stks

2026-06-30

Andera Partners

CIK 0001757283

申報總市值

US$2.1億

8 stks

2026-06-30

Harrington Investments, INC

CIK 0001386364

申報總市值

US$2.1億

82 stks

2026-06-30

Corsicana & Co.

CIK 0001869923

申報總市值

US$2.1億

309 stks

2026-06-30

Stephens Group, LLC

CIK 0001427999

申報總市值

US$2.1億

4 stks

2026-06-30

Cassia Capital Partners, LLC

CIK 0001844897

申報總市值

US$2.1億

69 stks

2026-06-30

Lexington Hill Partners, LLC

CIK 0002111980

申報總市值

US$2.1億

77 stks

2026-06-30

Golden Road Advisors LLC

CIK 0002014454

申報總市值

US$2.1億

67 stks

2026-06-30

TFJ Management, LLC

CIK 0002056069

申報總市值

US$2.1億

12 stks

2026-06-30

Galaxy Digital Capital Management GP LLC

CIK 0002118292

申報總市值

US$2.1億

67 stks

2026-06-30

Creek Drive Management Group LLC

CIK 0002111824

申報總市值

US$2.1億

48 stks

2026-06-30

Flight Deck Capital, LP

CIK 0001861705

申報總市值

US$2.1億

11 stks

2026-06-30

Hart & Patterson Financial Group LLC

CIK 0002015835

申報總市值

US$2.1億

72 stks

2024-12-31

資料過舊，未更新

Lalia Capital, LLC

CIK 0002106818

申報總市值

US$2.1億

15 stks

2026-06-30

Sachetta, LLC

CIK 0002010574

申報總市值

US$2.1億

1,224 stks

2026-06-30

Foresight Capital Management Advisors, Inc.

CIK 0001630936

申報總市值

US$2.1億

80 stks

2026-06-30

Pacific Edge Advisors, LLC

CIK 0001768887

申報總市值

US$2.1億

39 stks

2021-09-30

資料過舊，未更新

First City Capital Management, Inc.

CIK 0001427350

申報總市值

US$2.1億

164 stks

2026-06-30

Allen Wealth Management, LLC

CIK 0002012003

申報總市值

US$2.1億

60 stks

2026-06-30

Spring Capital Management, LLC

CIK 0001899146

申報總市值

US$2.1億

55 stks

2026-06-30

Balter Liquid Alternatives, LLC

CIK 0001592450

申報總市值

US$2.1億

132 stks

2019-06-30

資料過舊，未更新

WESPAC Advisors, LLC

CIK 0001484540

申報總市值

US$2.1億

200 stks

2026-06-30

Codex Capital, L.L.C.

CIK 0001832187

申報總市值

US$2.1億

37 stks

2024-03-31

資料過舊，未更新

Treasure Coast Financial Planning

CIK 0001911307

申報總市值

US$2.1億

48 stks

2026-06-30

American Airlines Group Inc.

CIK 0000006201

申報總市值

US$2.0億

1 stks

2026-06-30

Lowery Thomas, LLC

CIK 0001919701

申報總市值

US$2.0億

57 stks

2026-06-30

Birch Capital Management, LLC

CIK 0001799859

申報總市值

US$2.0億

79 stks

2026-06-30

Orcam Financial Group

CIK 0001905367

申報總市值

US$2.0億

105 stks

2026-06-30

11.2 Capital Management, LLC

CIK 0002072160

申報總市值

US$2.0億

1 stks

2026-06-30

Pinney & Scofield, Inc.

CIK 0002056763

申報總市值

US$2.0億

232 stks

2026-06-30

William Allan Corp

CIK 0001910961

申報總市值

US$2.0億

62 stks

2026-06-30

CAP Partners, LLC

CIK 0002006870

申報總市值

US$2.0億

155 stks

2026-06-30

Martin Worley Group

CIK 0002049542

申報總市值

US$2.0億

91 stks

2025-06-30

資料過舊，未更新

Westview Management dba Westview Investment Advisors

CIK 0002073768

申報總市值

US$2.0億

67 stks

2026-06-30

iAB Financial Bank

CIK 0001510201

申報總市值

US$2.0億

138 stks

2017-06-30

資料過舊，未更新

Beacon Advisors Holdings, LLC

CIK 0002114314

申報總市值

US$2.0億

37 stks

2026-06-30

Novak Financial Planning, LLC

CIK 0001843462

申報總市值

US$2.0億

121 stks

2021-06-30

資料過舊，未更新

Buckland Partners Management Co LLC

CIK 0002074628

申報總市值

US$2.0億

97 stks

2026-06-30

Confluence Wealth Management LLC

CIK 0001606810

申報總市值

US$2.0億

114 stks

2020-09-30

資料過舊，未更新

Steadfast Advisors LP

CIK 0001213310

申報總市值

US$2.0億

45 stks

2016-12-31

資料過舊，未更新

Mithaq Capital SPC

CIK 0001834600

申報總市值

US$2.0億

3 stks

2026-06-30

Eads & Heald Wealth Management

CIK 0001035912

申報總市值

US$2.0億

148 stks

2026-06-30

Clarity Asset Management, Inc.

CIK 0001756759

申報總市值

US$2.0億

67 stks

2026-06-30

Redpoint Management, LLC

CIK 0001689508

申報總市值

US$2.0億

3 stks

2026-06-30

MB Generational Wealth, LLC

CIK 0002009056

申報總市值

US$2.0億

66 stks

2026-06-30

4J Wealth Management LLC

CIK 0001840775

申報總市值

US$2.0億

111 stks

2026-06-30

Pacific Asset Management, LLC

CIK 0002054012

申報總市值

US$2.0億

76 stks

2026-06-30

Donald L. Hagan, LLC

CIK 0001638049

申報總市值

US$2.0億

86 stks

2025-09-30

資料過舊，未更新

Loudon Investment Management, LLC

CIK 0001597089

申報總市值

US$2.0億

95 stks

2026-06-30

AF Advisors, Inc.

CIK 0001818044

申報總市值

US$2.0億

30 stks

2026-06-30

Guardian Wealth Management, Inc.

CIK 0001910205

申報總市值

US$2.0億

66 stks

2026-06-30

Bullseye Investment Management, LLC

CIK 0001912451

申報總市值

US$2.0億

321 stks

2026-06-30

Little Harbor Advisors, LLC

CIK 0001539639

申報總市值

US$2.0億

6 stks

2026-06-30

Fairfield, Bush & Co.

CIK 0001116247

申報總市值

US$2.0億

126 stks

2026-06-30

Oxford Asset Management LLP

CIK 0001438284

申報總市值

US$2.0億

364 stks

2026-06-30

Sutton Wealth Advisors Inc.

CIK 0001999828

申報總市值

US$2.0億

865 stks

2023-09-30

資料過舊，未更新

Clay Northam Wealth Management, LLC

CIK 0001915687

申報總市值

US$2.0億

109 stks

2026-06-30

Sage Advisory Services, Ltd.Co.

CIK 0001534378

申報總市值

US$2.0億

46 stks

2026-06-30

Pettee Investors, Inc.

CIK 0001596901

申報總市值

US$2.0億

115 stks

2026-06-30

Washburn Capital Management, Inc.

CIK 0001793923

申報總市值

US$2.0億

56 stks

2026-06-30

AtlasMark Financial, Inc

CIK 0002127120

申報總市值

US$2.0億

48 stks

2026-06-30

Rachor Investment Advisory Services, LLC

CIK 0002008792

申報總市值

US$2.0億

203 stks

2026-06-30

Twin Peaks Capital Ltd

CIK 0002153025

申報總市值

US$2.0億

21 stks

2026-06-30

Cornercap Investment Counsel Inc

CIK 0001062938

申報總市值

US$2.0億

151 stks

2025-12-31

資料過舊，未更新

Bucket List Wealth Management, LLC

CIK 0002133435

申報總市值

US$2.0億

63 stks

2026-06-30

顯示第 4,801-4,950 筆，共 7,401 間機構