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。

Conscious Wealth Investments, LLC

CIK 0002011014

申報總市值

US$1.9億

67 stks

2026-06-30

Peoples Bank /oh

CIK 0000934866

申報總市值

US$1.9億

143 stks

2026-06-30

Birch Financial Group, LLC

CIK 0002083592

申報總市值

US$1.9億

135 stks

2026-06-30

SVRN Asset Management, LLC

CIK 0002094004

申報總市值

US$1.9億

51 stks

2026-06-30

Ehrlich Financial Group

CIK 0002010632

申報總市值

US$1.9億

119 stks

2026-06-30

Aurora Investment Counsel

CIK 0001316397

申報總市值

US$1.9億

113 stks

2026-06-30

Pensionfund PDN

CIK 0001297731

申報總市值

US$1.9億

76 stks

2026-06-30

Defined Wealth Management, LLC

CIK 0001849518

申報總市值

US$1.9億

115 stks

2026-06-30

Taylor, Cottrill LLC

CIK 0001428601

申報總市值

US$1.9億

109 stks

2015-12-31

資料過舊，未更新

Gentry Private Wealth, LLC

CIK 0002022634

申報總市值

US$1.9億

115 stks

2026-06-30

International Private Wealth Advisors LLC

CIK 0002022637

申報總市值

US$1.9億

160 stks

2026-06-30

Planning Solutions Group LLC

CIK 0001766969

申報總市值

US$1.9億

140 stks

2019-06-30

資料過舊，未更新

Key Capital Management, INC

CIK 0002107249

申報總市值

US$1.9億

726 stks

2026-06-30

MACRO Consulting Group

CIK 0001762388

申報總市值

US$1.9億

102 stks

2021-06-30

資料過舊，未更新

UBP Investment Advisors SA

CIK 0001727588

申報總市值

US$1.9億

80 stks

2022-09-30

資料過舊，未更新

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

Ibex Investors LLC

CIK 0001531964

申報總市值

US$1.9億

15 stks

2026-06-30

Pioneer Family Office, LLC

CIK 0002135110

申報總市值

US$1.9億

129 stks

2026-06-30

True Vision MN LLC

CIK 0002013460

申報總市值

US$1.9億

98 stks

2026-03-31

TMT General Partner Ltd

CIK 0001847582

申報總市值

US$1.9億

3 stks

2026-06-30

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

Schulz Wealth, LTD.

CIK 0002011780

申報總市值

US$1.9億

70 stks

2026-06-30

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

Capital & Planning, LLC

CIK 0002053750

申報總市值

US$1.9億

45 stks

2026-06-30

Orleans Capital Management Corp/la

CIK 0001013234

申報總市值

US$1.9億

122 stks

2026-06-30

Harbour Investment Management LLC

CIK 0001275880

申報總市值

US$1.9億

108 stks

2026-06-30

Echo45 Advisors LLC

CIK 0001908617

申報總市值

US$1.9億

78 stks

2026-06-30

Ballew Advisors, Inc

CIK 0001729096

申報總市值

US$1.9億

129 stks

2026-06-30

Williams Financial, LLC

CIK 0001846923

申報總市值

US$1.9億

30 stks

2026-06-30

McClarren Financial Advisors, Inc.

CIK 0001842974

申報總市值

US$1.9億

85 stks

2026-06-30

Share Andrew L.

CIK 0001693672

申報總市值

US$1.9億

19 stks

2026-06-30

Code Waechter LLC

CIK 0002039212

申報總市值

US$1.9億

127 stks

2026-06-30

ROI Financial Advisors, LLC

CIK 0002011633

申報總市值

US$1.9億

70 stks

2026-06-30

Channing Global Advisors, LLC

CIK 0001901222

申報總市值

US$1.9億

41 stks

2026-06-30

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

Berbice Capital Management LLC

CIK 0002051605

申報總市值

US$1.9億

87 stks

2026-06-30

Brown Shipley& Co Ltd

CIK 0001912970

申報總市值

US$1.9億

75 stks

2026-06-30

Hurley Capital, LLC

CIK 0001632844

申報總市值

US$1.9億

678 stks

2026-06-30

LeClair Wealth Partners LLC

CIK 0002056667

申報總市值

US$1.9億

132 stks

2026-06-30

Dickmeyer Boyce Financial Management, Inc.

CIK 0002038325

申報總市值

US$1.9億

129 stks

2026-06-30

Jericho Financial, LLP

CIK 0001841173

申報總市值

US$1.9億

41 stks

2026-06-30

Carter Financial Group, INC.

CIK 0001919749

申報總市值

US$1.9億

134 stks

2026-06-30

QSM Asset Management Ltd

CIK 0002058325

申報總市值

US$1.9億

24 stks

2026-06-30

Lighthouse Financial LLC

CIK 0002057556

申報總市值

US$1.9億

78 stks

2026-06-30

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

M3 Advisory Group, LLC

CIK 0002014826

申報總市值

US$1.9億

156 stks

2026-06-30

Manuka Financial, LLC

CIK 0002049064

申報總市值

US$1.9億

55 stks

2026-06-30

Occam Crest Management LP

CIK 0002085909

申報總市值

US$1.9億

39 stks

2026-06-30

Wernau Asset Management Inc.

CIK 0002053236

申報總市值

US$1.9億

51 stks

2026-06-30

Mustard Seed Financial, LLC

CIK 0002011321

申報總市值

US$1.9億

97 stks

2026-06-30

Emergent Wealth Advisors, LLC

CIK 0001799880

申報總市值

US$1.9億

122 stks

2026-06-30

Anderson Financial Strategies, LLC

CIK 0002018166

申報總市值

US$1.9億

36 stks

2026-06-30

Richmond Brothers, Inc.

CIK 0001540462

申報總市值

US$1.9億

134 stks

2026-06-30

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

Klein Pavlis & Peasley Financial, Inc.

CIK 0001907480

申報總市值

US$1.9億

89 stks

2026-06-30

Henson-Edgewater Management, LLC

CIK 0002115631

申報總市值

US$1.9億

66 stks

2026-06-30

Cyr Financial Inc.

CIK 0002010666

申報總市值

US$1.9億

62 stks

2026-06-30

Seros Financial, LLC

CIK 0002039918

申報總市值

US$1.9億

66 stks

2026-06-30

Atlantic Investment Management, Inc.

CIK 0001063296

申報總市值

US$1.9億

12 stks

2026-06-30

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

Chico Wealth RIA

CIK 0001926037

申報總市值

US$1.9億

49 stks

2026-06-30

BayBridge Capital Group, LLC

CIK 0001898297

申報總市值

US$1.9億

96 stks

2026-06-30

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

Granby Capital Management, LLC

CIK 0001857581

申報總市值

US$1.9億

17 stks

2026-06-30

White Wing Wealth Management

CIK 0002001473

申報總市值

US$1.9億

40 stks

2026-06-30

Presper Financial Architects, LLC

CIK 0002066674

申報總市值

US$1.9億

55 stks

2026-06-30

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

Strategic Financial Planning, Inc.

CIK 0001802277

申報總市值

US$1.9億

41 stks

2026-06-30

H Partners Management, LLC

CIK 0001364412

申報總市值

US$1.9億

2 stks

2026-06-30

Ewing Morris & Co. Investment Partners Ltd.

CIK 0001846838

申報總市值

US$1.9億

89 stks

2026-06-30

Atmos Advisory, LLC

CIK 0001905162

申報總市值

US$1.9億

20 stks

2026-06-30

Navigoe, LLC

CIK 0002056100

申報總市值

US$1.9億

1,224 stks

2026-06-30

Lee, Kelleher & Klein Wealth Management

CIK 0002063827

申報總市值

US$1.9億

49 stks

2026-06-30

Pillar Financial Advisors, LLC

CIK 0002054958

申報總市值

US$1.9億

114 stks

2026-06-30

Andrews, Lucia Wealth Management LLC

CIK 0001906227

申報總市值

US$1.9億

39 stks

2026-06-30

Propel Bio Management, LLC

CIK 0001969764

申報總市值

US$1.9億

29 stks

2026-06-30

Capital Financial Group Inc\co\ /adv

CIK 0001061555

申報總市值

US$1.9億

102 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

Martin Capital Advisors, LLP

CIK 0001904126

申報總市值

US$1.9億

77 stks

2026-06-30

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

Keystone Financial Group, Inc.

CIK 0002053642

申報總市值

US$1.9億

122 stks

2026-06-30

Gridiron Partners, LLC

CIK 0001910867

申報總市值

US$1.9億

51 stks

2026-06-30

GK Wealth Management LLC

CIK 0002069222

申報總市值

US$1.9億

234 stks

2026-06-30

R Squared Ltd

CIK 0001896148

申報總市值

US$1.9億

509 stks

2026-06-30

Es4, LLC

CIK 0002095578

申報總市值

US$1.9億

32 stks

2026-06-30

Beto Financial Group, LLC

CIK 0002104828

申報總市值

US$1.9億

154 stks

2026-06-30

Alpha Financial Partners LLC

CIK 0001966219

申報總市值

US$1.9億

118 stks

2026-06-30

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

Core Capital Management & Research, inc.

CIK 0001781919

申報總市值

US$1.9億

286 stks

2026-06-30

Chesapeake Capital CORP /il/

CIK 0001093908

申報總市值

US$1.9億

169 stks

2026-06-30

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

IKE Capital, LLC

CIK 0002150482

申報總市值

US$1.9億

91 stks

2026-06-30

Niatross Investments Ltd

CIK 0002093071

申報總市值

US$1.9億

1 stks

2026-06-30

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

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

Lykos Global Management, LP

CIK 0002009895

申報總市值

US$1.9億

4 stks

2026-06-30

King Street Capital Management, L.p.

CIK 0001218199

申報總市值

US$1.9億

6 stks

2026-06-30

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

Dahring | Cusmano LLC

CIK 0002053669

申報總市值

US$1.9億

62 stks

2026-06-30

Hara Capital LLC

CIK 0002010015

申報總市值

US$1.9億

307 stks

2026-06-30

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

Acasta Partners UK LLP

CIK 0002090007

申報總市值

US$1.9億

18 stks

2026-06-30

Fearless Solutions, LLC dba Best Invest

CIK 0002094159

申報總市值

US$1.9億

139 stks

2026-06-30

Knott David M Jr

CIK 0001892770

申報總市值

US$1.9億

86 stks

2026-06-30

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

Sander Capital Advisors Inc

CIK 0001173889

申報總市值

US$1.9億

13 stks

2026-06-30

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

FWG Investments, LLC.

CIK 0001944877

申報總市值

US$1.9億

116 stks

2026-06-30

Madrid Financial Services

CIK 0002135336

申報總市值

US$1.9億

26 stks

2026-06-30

Ffg Retirement Advisors LLC

CIK 0001966438

申報總市值

US$1.9億

43 stks

2026-06-30

Councilmark Asset Management, LLC

CIK 0002022076

申報總市值

US$1.9億

84 stks

2026-06-30

Bauman Advisory Group, LLC

CIK 0002111802

申報總市值

US$1.9億

81 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

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

SALT Holding Corp.

CIK 0001996109

申報總市值

US$1.9億

25 stks

2026-06-30

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

VestGen Investment Management

CIK 0001511739

申報總市值

US$1.9億

218 stks

2026-06-30

General Catalyst Group Management, LLC

CIK 0001637946

申報總市值

US$1.9億

14 stks

2026-06-30

Cincinnati Casualty Co

CIK 0001279888

申報總市值

US$1.9億

24 stks

2026-06-30

Mark Sheptoff Financial Planning, LLC

CIK 0001607355

申報總市值

US$1.9億

513 stks

2026-06-30

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

Isabella Capital Management LLP

CIK 0002134988

申報總市值

US$1.9億

8 stks

2026-06-30

Traction Financial Partners, LLC

CIK 0002007748

申報總市值

US$1.9億

61 stks

2026-06-30

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

Astra Wealth Partners LLC

CIK 0002054825

申報總市值

US$1.9億

104 stks

2026-06-30

R.m.sincerbeaux Capital Management LLC

CIK 0001426774

申報總市值

US$1.9億

39 stks

2026-06-30

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

Inman Jager Wealth Management, LLC

CIK 0002052044

申報總市值

US$1.9億

90 stks

2026-06-30

PSP Research LLC

CIK 0002106939

申報總市值

US$1.9億

75 stks

2026-06-30

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

Trivant Custom Portfolio Group, LLC

CIK 0001977992

申報總市值

US$1.9億

82 stks

2026-06-30

Kingstone Capital Partners Texas, LLC

CIK 0002057208

申報總市值

US$1.9億

60 stks

2026-06-30

Dynamic Wealth Strategies, LLC

CIK 0001812853

申報總市值

US$1.9億

291 stks

2026-06-30

Ables, Iannone, Moore & Associates, Inc.

CIK 0002013713

申報總市值

US$1.9億

62 stks

2026-06-30

Nordflint Capital Partners Fondsmaeglerselskab A/S

CIK 0001815421

申報總市值

US$1.9億

1 stks

2026-06-30

Comprehensive Financial Planning, Inc./PA

CIK 0002044855

申報總市值

US$1.9億

427 stks

2026-06-30

St. Louis Financial Planners Asset Management, LLC

CIK 0001966171

申報總市值

US$1.9億

30 stks

2026-06-30

Thoma Capital Management LLC

CIK 0002060298

申報總市值

US$1.9億

53 stks

2026-06-30

AI-Squared Management Ltd

CIK 0001933952

申報總市值

US$1.9億

19 stks

2026-06-30

Innealta Capital, LLC

CIK 0001752579

申報總市值

US$1.9億

91 stks

2026-06-30

Farrow Financial, Inc.

CIK 0002010644

申報總市值

US$1.9億

55 stks

2026-06-30

C V Starr & Co Inc

CIK 0001340459

申報總市值

US$1.9億

5 stks

2026-06-30

Paragon Financial Partners, Inc.

CIK 0001910845

申報總市值

US$1.9億

79 stks

2026-06-30

顯示第 5,101-5,250 筆，共 7,401 間機構