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。

Oep Capital Advisors, L.p.

CIK 0001817681

申報總市值

US$1.9億

1 stks

2026-03-31

Hoxton Financial, Inc.

CIK 0001497943

申報總市值

US$1.9億

374 stks

2016-03-31

資料過舊，未更新

IFS Advisors, LLC

CIK 0001765617

申報總市值

US$1.9億

217 stks

2026-03-31

True Vision MN LLC

CIK 0002013460

申報總市值

US$1.9億

98 stks

2026-03-31

Evergreen Wealth Management, LLC

CIK 0001965292

申報總市值

US$1.9億

56 stks

2026-03-31

Generali Investments Towarzystwo Funduszy Inwestycyjnych

CIK 0002043130

申報總市值

US$1.9億

146 stks

2026-03-31

Sea Cliff Partners Management, LP

CIK 0002011655

申報總市值

US$1.9億

13 stks

2026-03-31

Jackson Financial Management

CIK 0001730475

申報總市值

US$1.9億

43 stks

2019-12-31

資料過舊，未更新

Sourcerock Fund LP

CIK 0001822534

申報總市值

US$1.9億

12 stks

2021-03-31

資料過舊，未更新

Rainwater Charitable Foundation

CIK 0001729139

申報總市值

US$1.9億

4 stks

2026-03-31

Echo45 Advisors LLC

CIK 0001908617

申報總市值

US$1.9億

78 stks

2026-06-30

VVR Holdings LLC

CIK 0002070884

申報總市值

US$1.9億

39 stks

2026-03-31

Legal Advantage Investments, Inc.

CIK 0001841769

申報總市值

US$1.9億

79 stks

2026-03-31

BostonPremier Wealth LLC

CIK 0002053783

申報總市值

US$1.9億

70 stks

2026-03-31

Ballew Advisors, Inc

CIK 0001729096

申報總市值

US$1.9億

129 stks

2026-06-30

Mitsubishi UFJ Asset Management (UK) Ltd.

CIK 0001694895

申報總市值

US$1.9億

96 stks

2026-03-31

Topel & Distasi Wealth Management, LLC

CIK 0001880087

申報總市值

US$1.9億

58 stks

2026-03-31

McClarren Financial Advisors, Inc.

CIK 0001842974

申報總市值

US$1.9億

85 stks

2026-06-30

Jackson Hill Advisors, LLC

CIK 0001911159

申報總市值

US$1.9億

13 stks

2026-03-31

Broadway Wealth Solutions, Inc.

CIK 0002021265

申報總市值

US$1.9億

95 stks

2026-03-31

waypoint wealth counsel

CIK 0001807909

申報總市值

US$1.9億

350 stks

2026-03-31

Exome Asset Management LLC

CIK 0002011932

申報總市值

US$1.9億

56 stks

2026-03-31

Banque de Luxembourg S.A.

CIK 0002055344

申報總市值

US$1.9億

77 stks

2026-03-31

Ibbotson Associates INC

CIK 0001092688

申報總市值

US$1.9億

20 stks

2015-12-31

資料過舊，未更新

Valley Financial Management, Inc.

CIK 0001128122

申報總市值

US$1.9億

42 stks

2023-06-30

資料過舊，未更新

Downshift Financial, LLC

CIK 0002118380

申報總市值

US$1.9億

77 stks

2026-03-31

Sandler Capital Management

CIK 0001000742

申報總市值

US$1.9億

120 stks

2026-03-31

Cassady Wealth & Retirement Planning, LLC

CIK 0002121075

申報總市值

US$1.9億

101 stks

2026-03-31

Promethium Advisors,llc

CIK 0002034073

申報總市值

US$1.9億

112 stks

2026-03-31

Galilei Investment Office LLP

CIK 0002043729

申報總市值

US$1.9億

27 stks

2026-03-31

QSM Asset Management Ltd

CIK 0002058325

申報總市值

US$1.9億

24 stks

2026-06-30

Carson Advisory Inc.

CIK 0001909304

申報總市值

US$1.9億

188 stks

2026-03-31

OmniStar Financial Group, Inc.

CIK 0001698777

申報總市值

US$1.9億

108 stks

2026-03-31

Talara Capital Management, LLC

CIK 0001523557

申報總市值

US$1.9億

17 stks

2018-09-30

資料過舊，未更新

Athena Investment Management

CIK 0001921093

申報總市值

US$1.9億

153 stks

2026-03-31

RCS Financial Planning, LLC

CIK 0001963347

申報總市值

US$1.9億

98 stks

2026-03-31

Whipplewood Advisors, LLC

CIK 0002052510

申報總市值

US$1.9億

1,065 stks

2026-03-31

VAUGHAN & Co SECURITIES, INC.

CIK 0000805870

申報總市值

US$1.9億

58 stks

2026-03-31

Gross & Hartman Investments LLC

CIK 0001966094

申報總市值

US$1.9億

72 stks

2026-03-31

LM Asset Management Inc.

CIK 0002057190

申報總市值

US$1.9億

10 stks

2026-03-31

Legacy Financial Independent Advisors LLC

CIK 0002131510

申報總市值

US$1.9億

113 stks

2026-03-31

Westview Management dba Westview Investment Advisors

CIK 0002073768

申報總市值

US$1.9億

70 stks

2026-03-31

Legacy Investment Solutions, LLC

CIK 0002044858

申報總市值

US$1.9億

791 stks

2025-06-30

資料過舊，未更新

Kintayl Capital LP

CIK 0002032385

申報總市值

US$1.9億

54 stks

2026-03-31

Sharp Capital Gestora de Recursos Ltda.

CIK 0001818890

申報總市值

US$1.9億

7 stks

2026-03-31

Krm Wealth Management L.l.c.

CIK 0002126518

申報總市值

US$1.9億

43 stks

2026-03-31

Intelligent Financial Strategies

CIK 0001911000

申報總市值

US$1.9億

62 stks

2026-03-31

San Francisco Sentry Investment Group (ca)

CIK 0001540142

申報總市值

US$1.9億

917 stks

2021-06-30

資料過舊，未更新

Riverchase Wealth Management, LLC

CIK 0002055985

申報總市值

US$1.9億

73 stks

2026-03-31

Values First Advisors, Inc.

CIK 0001913608

申報總市值

US$1.9億

360 stks

2026-03-31

Richmond Hill Investments, LLC

CIK 0001455952

申報總市值

US$1.9億

3 stks

2025-09-30

資料過舊，未更新

C V Starr & Co INC

CIK 0001340459

申報總市值

US$1.9億

5 stks

2026-03-31

Corrado Advisors, LLC

CIK 0001482611

申報總市值

US$1.9億

115 stks

2026-03-31

White Wing Wealth Management

CIK 0002001473

申報總市值

US$1.9億

40 stks

2026-06-30

Arch Global Advisors, LLC

CIK 0002126837

申報總市值

US$1.9億

53 stks

2026-03-31

First Capital Advisors Group, LLC.

CIK 0001681126

申報總市值

US$1.9億

971 stks

2023-06-30

資料過舊，未更新

McCarthy Asset Management, Inc.

CIK 0001843169

申報總市值

US$1.9億

27 stks

2025-12-31

資料過舊，未更新

Cincinnati Casualty Co

CIK 0001279888

申報總市值

US$1.9億

24 stks

2026-03-31

Prime Buchholz LLC

CIK 0002051999

申報總市值

US$1.9億

22 stks

2026-03-31

Granville Capital, INC.

CIK 0001404784

申報總市值

US$1.9億

86 stks

2026-03-31

Pennsylvania State University

CIK 0002134719

申報總市值

US$1.9億

2 stks

2026-03-31

Andrews, Lucia Wealth Management LLC

CIK 0001906227

申報總市值

US$1.9億

39 stks

2026-06-30

Ascension Asset Management LLC

CIK 0001714062

申報總市值

US$1.9億

88 stks

2024-06-30

資料過舊，未更新

Magnolia Wealth Management, LLC

CIK 0001908732

申報總市值

US$1.9億

17 stks

2026-06-30

Elkhorn Investments, LLC

CIK 0001595128

申報總市值

US$1.9億

98 stks

2017-12-31

資料過舊，未更新

TFB Advisors LLC

CIK 0001965201

申報總市值

US$1.9億

180 stks

2026-03-31

Birch Capital Management, LLC

CIK 0001799859

申報總市值

US$1.9億

78 stks

2026-03-31

Mill Road Capital Management LLC

CIK 0001512275

申報總市值

US$1.9億

25 stks

2026-03-31

Elevatus Welath Management

CIK 0001982776

申報總市值

US$1.9億

141 stks

2026-03-31

HG Vora Capital Management, LLC

CIK 0001525362

申報總市值

US$1.9億

7 stks

2026-03-31

Bullfrog Capital GP, Ltd.

CIK 0001801182

申報總市值

US$1.9億

3 stks

2023-09-30

資料過舊，未更新

Junk Investment Group, LLC

CIK 0002112570

申報總市值

US$1.9億

88 stks

2026-03-31

Sbe LLC Dba Cedar Cove Wealth Partners

CIK 0002111343

申報總市值

US$1.9億

88 stks

2026-03-31

Keystone Financial Group, Inc.

CIK 0002053642

申報總市值

US$1.9億

122 stks

2026-06-30

GuidedMoney, LLC

CIK 0002112951

申報總市值

US$1.9億

29 stks

2026-03-31

GK Wealth Management LLC

CIK 0002069222

申報總市值

US$1.9億

234 stks

2026-06-30

Security Benefit Life Insurance Co /ks/

CIK 0000869772

申報總市值

US$1.9億

20 stks

2026-03-31

Coign Capital Advisors LLC

CIK 0002056441

申報總市值

US$1.9億

80 stks

2026-03-31

Blue Oak Capital, LLC

CIK 0001307125

申報總市值

US$1.9億

67 stks

2025-06-30

資料過舊，未更新

Founders Bank & Trust

CIK 0001358096

申報總市值

US$1.9億

481 stks

2014-12-31

資料過舊，未更新

Western Standard LLC

CIK 0001517666

申報總市值

US$1.9億

23 stks

2026-03-31

Resolute Capital Asset Partners LLC

CIK 0001834913

申報總市值

US$1.9億

41 stks

2026-03-31

Harspring Capital Management, LLC

CIK 0001652327

申報總市值

US$1.9億

14 stks

2026-03-31

Harrington Investments, INC

CIK 0001386364

申報總市值

US$1.9億

84 stks

2026-03-31

Camarda Financial Advisors, LLC

CIK 0001536444

申報總市值

US$1.9億

104 stks

2026-03-31

LBA Wealth Management, LLC

CIK 0001600566

申報總市值

US$1.9億

449 stks

2017-03-31

資料過舊，未更新

Sib LLC

CIK 0001426857

申報總市值

US$1.9億

19 stks

2024-12-31

資料過舊，未更新

Beaconlight Capital, LLC

CIK 0001569537

申報總市值

US$1.9億

34 stks

2026-03-31

Arbor Capital Management LLC

CIK 0001055977

申報總市值

US$1.9億

75 stks

2016-06-30

資料過舊，未更新

Smallwood Wealth Investment Management, LLC

CIK 0001921304

申報總市值

US$1.9億

527 stks

2026-03-31

Sheridan Capital Management, LLC

CIK 0001926753

申報總市值

US$1.9億

31 stks

2026-03-31

Bradley & Co. Private Wealth Management, LLC

CIK 0001861678

申報總市值

US$1.9億

266 stks

2026-03-31

New England Guild Wealth Advisors, INC.

CIK 0000878057

申報總市值

US$1.9億

67 stks

2022-12-31

資料過舊，未更新

Mayfield Select Management (UGP), Ltd.

CIK 0001708788

申報總市值

US$1.9億

2 stks

2022-03-31

資料過舊，未更新

Laurel Wealth Planning LLC

CIK 0001842010

申報總市值

US$1.9億

59 stks

2026-03-31

Pacific Point Advisors, LLC

CIK 0002056976

申報總市值

US$1.9億

133 stks

2026-03-31

AllSquare Wealth Management LLC

CIK 0001633674

申報總市值

US$1.9億

539 stks

2025-09-30

資料過舊，未更新

Steffes Financial, Ltd.

CIK 0002110878

申報總市值

US$1.9億

32 stks

2026-03-31

Acasta Partners UK LLP

CIK 0002090007

申報總市值

US$1.9億

18 stks

2026-06-30

Pragma Gestao De Patrimonio LTD

CIK 0001555512

申報總市值

US$1.9億

18 stks

2026-03-31

Horizon Family Wealth, Inc.

CIK 0001910660

申報總市值

US$1.9億

128 stks

2026-03-31

North Berkeley Wealth Management, LLC

CIK 0002062383

申報總市值

US$1.9億

73 stks

2026-03-31

Granite FO LLC

CIK 0002034090

申報總市值

US$1.9億

579 stks

2026-06-30

Union Bancaire Privee Asset Management LLC

CIK 0001775889

申報總市值

US$1.9億

37 stks

2021-03-31

資料過舊，未更新

Underhill Investment Management LLC

CIK 0001512545

申報總市值

US$1.9億

20 stks

2019-03-31

資料過舊，未更新

Mark Sheptoff Financial Planning, LLC

CIK 0001607355

申報總市值

US$1.9億

510 stks

2026-03-31

Ffg Retirement Advisors LLC

CIK 0001966438

申報總市值

US$1.9億

43 stks

2026-06-30

C-J Advisory, Inc.

CIK 0001773030

申報總市值

US$1.9億

34 stks

2021-09-30

資料過舊，未更新

Wasserstein Management, L.P.

CIK 0001751492

申報總市值

US$1.9億

4 stks

2026-03-31

WC Walker & Associates, Inc.

CIK 0001847258

申報總市值

US$1.9億

70 stks

2022-12-31

資料過舊，未更新

Mpwm Advisory Solutions, LLC

CIK 0002056693

申報總市值

US$1.9億

577 stks

2026-03-31

Two West Capital Advisors LLC

CIK 0002026617

申報總市值

US$1.9億

96 stks

2026-03-31

Ptm Wealth Management, LLC

CIK 0002061027

申報總市值

US$1.9億

56 stks

2026-03-31

First City Capital Management, Inc.

CIK 0001427350

申報總市值

US$1.9億

160 stks

2026-03-31

Nalanda India Fund LTD

CIK 0001430193

申報總市值

US$1.9億

1 stks

2025-06-30

資料過舊，未更新

Midwest Financial Partners Investments, Inc.

CIK 0001968851

申報總市值

US$1.9億

76 stks

2026-03-31

Strive Financial Group ,LLC

CIK 0002090040

申報總市值

US$1.9億

762 stks

2026-03-31

Thor Investment Management INC /oh/ /adv

CIK 0000883734

申報總市值

US$1.9億

56 stks

2026-03-31

Asymmetry Capital Management, L.P.

CIK 0001657134

申報總市值

US$1.9億

24 stks

2021-12-31

資料過舊，未更新

Ledgewood Wealth Advisors, LLC

CIK 0002064043

申報總市值

US$1.9億

77 stks

2026-06-30

Jones Kertz & Associates, Inc.

CIK 0002104438

申報總市值

US$1.9億

66 stks

2026-03-31

Beckerman Institutional, LLC

CIK 0002043468

申報總市值

US$1.9億

121 stks

2026-03-31

American Alpha Advisors, LLC

CIK 0002041441

申報總市值

US$1.9億

96 stks

2026-03-31

Farmhouse Investment Management LLC

CIK 0001706748

申報總市值

US$1.9億

17 stks

2018-09-30

資料過舊，未更新

Axis Wealth Partners, LLC

CIK 0002052531

申報總市值

US$1.9億

207 stks

2026-03-31

Sylvest Advisors, LLC

CIK 0002044121

申報總市值

US$1.9億

70 stks

2026-03-31

Caliber Wealth Management, LLC

CIK 0001800453

申報總市值

US$1.9億

60 stks

2024-03-31

資料過舊，未更新

Keynote Financial Services LLC

CIK 0002026127

申報總市值

US$1.9億

174 stks

2026-03-31

PSP Research LLC

CIK 0002106939

申報總市值

US$1.9億

75 stks

2026-06-30

Everstar Asset Management, LLC

CIK 0002023744

申報總市值

US$1.9億

232 stks

2026-03-31

Clearfield Capital Management LP

CIK 0001643569

申報總市值

US$1.9億

17 stks

2026-03-31

Starwood Capital Group Management, L.L.C.

CIK 0001388788

申報總市值

US$1.9億

6 stks

2026-03-31

Eudaimonia Advisors LLC

CIK 0001905084

申報總市值

US$1.9億

161 stks

2024-03-31

資料過舊，未更新

Ables, Iannone, Moore & Associates, INC.

CIK 0002013713

申報總市值

US$1.9億

62 stks

2026-06-30

Destiny Capital Corp/CO

CIK 0001965275

申報總市值

US$1.9億

53 stks

2026-03-31

Independence Wealth Advisors, LLC

CIK 0002001765

申報總市值

US$1.9億

90 stks

2026-03-31

Davidson Kahn Capital Management, LLC

CIK 0002055535

申報總市值

US$1.9億

62 stks

2026-03-31

Aspen Wealth Strategies, LLC

CIK 0001972517

申報總市值

US$1.9億

89 stks

2026-03-31

Boomfish Wealth Group, LLC

CIK 0002010786

申報總市值

US$1.9億

87 stks

2026-03-31

First County Bank /CT/

CIK 0001983616

申報總市值

US$1.9億

374 stks

2026-03-31

Chokshi & Queen Wealth Advisors, Inc

CIK 0002057199

申報總市值

US$1.9億

64 stks

2026-03-31

Wingate Wealth Advisors, Inc.

CIK 0002041800

申報總市值

US$1.9億

121 stks

2026-03-31

McAlister, Sweet & Associates, Inc.

CIK 0001774087

申報總市值

US$1.9億

41 stks

2026-06-30

Equitec Proprietary Markets, LLC

CIK 0001143261

申報總市值

US$1.9億

81 stks

2026-03-31

Carroll Investors, Inc

CIK 0001911400

申報總市值

US$1.9億

31 stks

2026-03-31

Quantitative Strategies, Inc.

CIK 0001810224

申報總市值

US$1.9億

23 stks

2024-12-31

資料過舊，未更新

Beacon Advisors Holdings, LLC

CIK 0002114314

申報總市值

US$1.9億

37 stks

2026-03-31

Equinox Fund Management LLC

CIK 0001325558

申報總市值

US$1.9億

4 stks

2015-09-30

資料過舊，未更新

Mercer Capital Advisers, Inc.

CIK 0001631185

申報總市值

US$1.9億

149 stks

2021-09-30

資料過舊，未更新

Rudd International, Inc.

CIK 0001783477

申報總市值

US$1.9億

72 stks

2020-06-30

資料過舊，未更新