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。

Clayton Financial Group LLC

CIK 0002011212

申報總市值

US$1.8億

72 stks

2026-06-30

Klein Pavlis & Peasley Financial, INC.

CIK 0001907480

申報總市值

US$1.8億

93 stks

2026-03-31

AF Advisors, Inc.

CIK 0001818044

申報總市值

US$1.8億

26 stks

2026-03-31

MB Generational Wealth, LLC

CIK 0002009056

申報總市值

US$1.8億

66 stks

2026-03-31

My Portfolio Guide, LLC

CIK 0002132204

申報總市值

US$1.8億

166 stks

2026-03-31

Ballast Rock Private Wealth LLC

CIK 0002106928

申報總市值

US$1.8億

177 stks

2026-03-31

Frazier Financial Advisors, LLC

CIK 0002002745

申報總市值

US$1.8億

837 stks

2026-03-31

Hamrick Investment Counsel, llc

CIK 0002126147

申報總市值

US$1.8億

366 stks

2026-03-31

Aurora Investment Counsel

CIK 0001316397

申報總市值

US$1.8億

106 stks

2026-03-31

Alchemi Wealth, LLC

CIK 0002110606

申報總市值

US$1.8億

155 stks

2026-03-31

Monument Group Wealth Advisors, LLC

CIK 0001965665

申報總市值

US$1.8億

43 stks

2026-03-31

Heritage Wealth Management, LLC

CIK 0001834505

申報總市值

US$1.8億

168 stks

2024-06-30

資料過舊，未更新

CrestPoint Capital Management, LLC

CIK 0001596461

申報總市值

US$1.8億

184 stks

2017-12-31

資料過舊，未更新

Knoll Capital Management, LLC

CIK 0001325083

申報總市值

US$1.8億

37 stks

2026-03-31

Washington Growth Strategies LLC

CIK 0002044575

申報總市值

US$1.8億

62 stks

2026-06-30

Fairfield, Bush & Co.

CIK 0001116247

申報總市值

US$1.8億

119 stks

2026-03-31

Amiral Gestion

CIK 0001828064

申報總市值

US$1.8億

16 stks

2026-03-31

Legacy Wealth Partners, Inc.

CIK 0001725243

申報總市值

US$1.8億

90 stks

2021-06-30

資料過舊，未更新

Three Cord True Wealth Management, LLC

CIK 0002056001

申報總市值

US$1.8億

39 stks

2026-03-31

Grant/GrossMendelsohn, LLC

CIK 0001810677

申報總市值

US$1.8億

134 stks

2025-03-31

資料過舊，未更新

Prospect Capital Advisors, LLC

CIK 0001632368

申報總市值

US$1.8億

55 stks

2026-03-31

Foresight Capital Management Advisors, INC.

CIK 0001630936

申報總市值

US$1.8億

96 stks

2026-03-31

Cox Capital Mgt LLC

CIK 0001748728

申報總市值

US$1.8億

81 stks

2026-06-30

Viawealth, LLC

CIK 0001965401

申報總市值

US$1.8億

159 stks

2026-03-31

Robinson Value Management, Ltd.

CIK 0001694283

申報總市值

US$1.8億

73 stks

2026-03-31

McBroom & Associates, LLC

CIK 0001908893

申報總市值

US$1.8億

36 stks

2026-03-31

Conscious Wealth Investments, LLC

CIK 0002011014

申報總市值

US$1.8億

58 stks

2026-03-31

Black Maple Capital Management LP

CIK 0001588959

申報總市值

US$1.8億

98 stks

2026-03-31

Mink Brook Asset Management LLC

CIK 0002052205

申報總市值

US$1.8億

54 stks

2026-03-31

Willow Street Advisors LLC

CIK 0001512420

申報總市值

US$1.8億

144 stks

2013-12-31

資料過舊，未更新

Walden Wealth Partners LLC

CIK 0002015425

申報總市值

US$1.8億

87 stks

2024-06-30

資料過舊，未更新

Gerber, LLC

CIK 0002014164

申報總市值

US$1.8億

88 stks

2026-03-31

Santa Monica Partners LP

CIK 0000904793

申報總市值

US$1.8億

13 stks

2026-03-31

Pacific Asset Management, LLC

CIK 0002054012

申報總市值

US$1.8億

70 stks

2026-03-31

EJMK Ventures LLC

CIK 0002113915

申報總市值

US$1.8億

167 stks

2026-03-31

Semus Wealth Partners LLC

CIK 0001964775

申報總市值

US$1.8億

111 stks

2026-03-31

Vista Finance, LLC

CIK 0001893809

申報總市值

US$1.8億

69 stks

2026-06-30

Waterfall Asset Management, LLC

CIK 0001570717

申報總市值

US$1.8億

20 stks

2026-03-31

Lake Hills Wealth Management, LLC

CIK 0001705594

申報總市值

US$1.8億

62 stks

2026-03-31

Biegel & Waller LLC

CIK 0001122470

申報總市值

US$1.8億

74 stks

2019-09-30

資料過舊，未更新

Swisher Financial Concepts, Inc.

CIK 0001947503

申報總市值

US$1.8億

102 stks

2026-03-31

Bush Investment Group, LLC

CIK 0001966640

申報總市值

US$1.8億

38 stks

2025-12-31

資料過舊，未更新

Base Wealth Management LLC

CIK 0002083977

申報總市值

US$1.8億

60 stks

2026-03-31

Sandell Asset Management Corp.

CIK 0001140474

申報總市值

US$1.8億

30 stks

2020-09-30

資料過舊，未更新

Cobalt Capital Management, INC.

CIK 0001086762

申報總市值

US$1.8億

24 stks

2026-03-31

Brookmont Capital Management

CIK 0001512978

申報總市值

US$1.8億

59 stks

2026-03-31

Rolek Wealth Management LLC

CIK 0002051339

申報總市值

US$1.8億

23 stks

2026-06-30

Harborview Advisors, LLC

CIK 0001730890

申報總市值

US$1.8億

106 stks

2021-09-30

資料過舊，未更新

Salvus Wealth Management, LLC

CIK 0001809236

申報總市值

US$1.8億

125 stks

2026-06-30

Clear Perspectives Financial Planning, LLC

CIK 0001841174

申報總市值

US$1.8億

197 stks

2023-03-31

資料過舊，未更新

Gallacher Capital Management LLC

CIK 0001960749

申報總市值

US$1.8億

259 stks

2026-06-30

Presima Securities ULC

CIK 0001399360

申報總市值

US$1.8億

48 stks

2026-03-31

Counterweight Ventures, LLC

CIK 0002012467

申報總市值

US$1.8億

80 stks

2026-03-31

Kingsman Wealth Management, Inc.

CIK 0002066184

申報總市值

US$1.8億

70 stks

2026-03-31

Clay Northam Wealth Management, LLC

CIK 0001915687

申報總市值

US$1.8億

101 stks

2026-03-31

Geduld E E

CIK 0001352107

申報總市值

US$1.8億

181 stks

2016-12-31

資料過舊，未更新

IvyRock Asset Management (HK) Ltd

CIK 0001809525

申報總市值

US$1.8億

25 stks

2026-03-31

Financial Advocates Investment Management

CIK 0001730293

申報總市值

US$1.8億

104 stks

2025-09-30

資料過舊，未更新

Napatree Capital LLC

CIK 0002015964

申報總市值

US$1.8億

195 stks

2025-03-31

資料過舊，未更新

Cromwell Holdings LLC

CIK 0001894712

申報總市值

US$1.8億

1,523 stks

2026-03-31

Ownership Capital B.V.

CIK 0001656735

申報總市值

US$1.8億

21 stks

2025-09-30

資料過舊，未更新

Sphera Management Technology Funds Ltd

CIK 0002030525

申報總市值

US$1.8億

55 stks

2026-03-31

North Ridge Wealth Advisors, Inc.

CIK 0001974277

申報總市值

US$1.8億

193 stks

2026-03-31

Cornerstone Wealth, LLC/TN

CIK 0002135644

申報總市值

US$1.8億

96 stks

2026-03-31

Bulwark Capital Corp

CIK 0002075899

申報總市值

US$1.8億

105 stks

2026-06-30

Ararat Capital Management LP

CIK 0001768757

申報總市值

US$1.8億

15 stks

2026-03-31

Rydar Equities, Inc.

CIK 0002065487

申報總市值

US$1.8億

107 stks

2026-06-30

J.E. Simmons & Co., P.C.

CIK 0002111381

申報總市值

US$1.8億

72 stks

2026-06-30

StoryOne LLC

CIK 0002079652

申報總市值

US$1.8億

73 stks

2026-03-31

Pco Investment Management LP

CIK 0001591641

申報總市值

US$1.8億

34 stks

2015-06-30

資料過舊，未更新

Hilton Head Capital Partners, LLC

CIK 0002109913

申報總市值

US$1.8億

989 stks

2026-03-31

Arlington Capital Management, Inc.

CIK 0001606507

申報總市值

US$1.8億

111 stks

2026-03-31

Element Squared LLC

CIK 0002086643

申報總市值

US$1.8億

42 stks

2026-03-31

RE Dickinson Investment Advisors, LLC

CIK 0001801241

申報總市值

US$1.8億

346 stks

2024-12-31

資料過舊，未更新

Wealth Forward, LLC

CIK 0002012773

申報總市值

US$1.8億

43 stks

2026-03-31

Archon Capital Management LLC

CIK 0001398825

申報總市值

US$1.8億

45 stks

2026-03-31

Silicon Hills Wealth Management, LLC

CIK 0001799054

申報總市值

US$1.8億

84 stks

2023-06-30

資料過舊，未更新

Holcombe Financial, Inc.

CIK 0002056177

申報總市值

US$1.8億

51 stks

2026-06-30

Insight Capital Research & Management INC

CIK 0000938506

申報總市值

US$1.8億

96 stks

2017-09-30

資料過舊，未更新

CAP Partners, LLC

CIK 0002006870

申報總市值

US$1.8億

146 stks

2026-03-31

Wormser Freres Gestion

CIK 0002051288

申報總市值

US$1.8億

66 stks

2026-06-30

AdviceOne Advisory Services, LLC

CIK 0001998980

申報總市值

US$1.8億

45 stks

2026-06-30

Alden Global Capital LLC

CIK 0001616882

申報總市值

US$1.8億

14 stks

2026-03-31

Andera Partners

CIK 0001757283

申報總市值

US$1.8億

7 stks

2026-03-31

Cetera Trust Company, N.A

CIK 0002005547

申報總市值

US$1.8億

351 stks

2026-03-31

Yellowstone Partners, LLC

CIK 0001682196

申報總市值

US$1.8億

184 stks

2017-12-31

資料過舊，未更新

Lexington Hill Partners, LLC

CIK 0002111980

申報總市值

US$1.8億

78 stks

2026-03-31

Paragon Financial Partners, INC.

CIK 0001910845

申報總市值

US$1.8億

77 stks

2026-03-31

Integre Asset Management, LLC

CIK 0001352306

申報總市值

US$1.8億

120 stks

2019-12-31

資料過舊，未更新

Mountain Hill Investment Partners Corp.

CIK 0002055557

申報總市值

US$1.8億

195 stks

2026-06-30

Xxi Wealth, LLC

CIK 0002047463

申報總市值

US$1.8億

209 stks

2026-03-31

DSAM Partners (London) Ltd

CIK 0001565061

申報總市值

US$1.8億

18 stks

2021-09-30

資料過舊，未更新

Adams Chetwood Wealth Management LLC

CIK 0001799752

申報總市值

US$1.8億

80 stks

2022-03-31

資料過舊，未更新

Harvest Investment Advisors, LLC

CIK 0001967261

申報總市值

US$1.8億

57 stks

2025-12-31

資料過舊，未更新

St. Louis Financial Planners Asset Management, LLC

CIK 0001966171

申報總市值

US$1.8億

33 stks

2026-03-31

Mcintyre Freedman & Flynn Investment Advisers INC

CIK 0001015877

申報總市值

US$1.8億

81 stks

2026-03-31

Rps Advisory Solutions LLC

CIK 0002031671

申報總市值

US$1.8億

108 stks

2026-03-31

Cornerstone Wealth Partners, LLC

CIK 0002109292

申報總市值

US$1.8億

19 stks

2026-03-31

Nvp Associates, LLC

CIK 0001545692

申報總市值

US$1.8億

5 stks

2026-03-31

DB Wealth Management Group, LLC

CIK 0001843991

申報總市值

US$1.8億

370 stks

2023-12-31

資料過舊，未更新

Atmos Advisory, LLC

CIK 0001905162

申報總市值

US$1.8億

20 stks

2026-03-31

Farrow Financial, Inc.

CIK 0002010644

申報總市值

US$1.8億

53 stks

2026-03-31

Union Square Park Capital Management, LLC

CIK 0001666231

申報總市值

US$1.8億

58 stks

2026-03-31

Kinsight, LLC

CIK 0001557513

申報總市值

US$1.8億

32 stks

2017-06-30

資料過舊，未更新

Lake Point Wealth Management

CIK 0001768068

申報總市值

US$1.8億

493 stks

2022-06-30

資料過舊，未更新

Taylor Wealth Management Partners

CIK 0001606716

申報總市值

US$1.8億

56 stks

2022-06-30

資料過舊，未更新

4J Wealth Management LLC

CIK 0001840775

申報總市值

US$1.8億

101 stks

2026-03-31

Align Financial, LLC

CIK 0002089183

申報總市值

US$1.8億

373 stks

2026-03-31

Draper Asset Management, LLC

CIK 0001847921

申報總市值

US$1.8億

24 stks

2026-03-31

Lifetime Wealth Management P.C.

CIK 0002116339

申報總市值

US$1.8億

86 stks

2026-03-31

Taylor Frigon Capital Management LLC

CIK 0001632665

申報總市值

US$1.8億

93 stks

2026-03-31

Boyar Asset Management INC.

CIK 0001218254

申報總市值

US$1.8億

78 stks

2026-03-31

Catamount Wealth Management

CIK 0001677443

申報總市值

US$1.8億

192 stks

2019-03-31

資料過舊，未更新

Birchview Capital, LP

CIK 0001618205

申報總市值

US$1.8億

73 stks

2026-03-31

Resolute Wealth Advisor, INC.

CIK 0002005292

申報總市值

US$1.8億

94 stks

2026-03-31

Tevis Investment Management

CIK 0001940416

申報總市值

US$1.8億

99 stks

2026-03-31

Private Wealth Advisors, Inc.

CIK 0001462525

申報總市值

US$1.8億

127 stks

2020-12-31

資料過舊，未更新

Providence Financial Advisors, LLC

CIK 0002072264

申報總市值

US$1.8億

59 stks

2026-03-31

Schneider Capital Management CORP

CIK 0001036250

申報總市值

US$1.8億

34 stks

2020-03-31

資料過舊，未更新

Sterling Wealth Advisors Inc

CIK 0001943937

申報總市值

US$1.8億

20 stks

2026-03-31

Taylor & Morgan Wealth Management, LLC

CIK 0001844266

申報總市值

US$1.8億

79 stks

2026-03-31

Oceanside Advisors LLC

CIK 0002012184

申報總市值

US$1.8億

53 stks

2026-03-31

Kopp LeRoy C

CIK 0001399913

申報總市值

US$1.8億

21 stks

2024-03-31

資料過舊，未更新

Humankind Investments LLC

CIK 0001845373

申報總市值

US$1.8億

20 stks

2026-03-31

Momentous Wealth Management, Inc.

CIK 0002055574

申報總市值

US$1.8億

41 stks

2026-03-31

Bain Capital Venture Investors, LLC

CIK 0001309469

申報總市值

US$1.7億

4 stks

2026-03-31

Braeburn Wealth Management LLC

CIK 0002111759

申報總市值

US$1.7億

85 stks

2026-03-31

Lowery Thomas, LLC

CIK 0001919701

申報總市值

US$1.7億

55 stks

2026-03-31

Aegis Wealth Management LLC

CIK 0001628818

申報總市值

US$1.7億

118 stks

2026-03-31

Converium Capital Inc.

CIK 0002043653

申報總市值

US$1.7億

36 stks

2026-03-31

Basepoint Wealth LLC

CIK 0002088236

申報總市值

US$1.7億

643 stks

2026-03-31

Claybrook Capital, LLC

CIK 0001729848

申報總市值

US$1.7億

138 stks

2023-09-30

資料過舊，未更新

Briggs Advisory Group, INC.

CIK 0001906527

申報總市值

US$1.7億

60 stks

2023-09-30

資料過舊，未更新

Delos Wealth Advisors, LLC

CIK 0001878326

申報總市值

US$1.7億

260 stks

2026-03-31

Sunbeam Capital Management, LLC

CIK 0002057278

申報總市值

US$1.7億

112 stks

2026-03-31

Scratch Capital LLC

CIK 0002055324

申報總市值

US$1.7億

45 stks

2026-03-31

GS Investments, Inc.

CIK 0001714590

申報總市值

US$1.7億

134 stks

2026-03-31

Riverbend Wealth Management, LLC

CIK 0002055570

申報總市值

US$1.7億

152 stks

2026-03-31

Arbiter Partners Capital Management LLC

CIK 0001513193

申報總市值

US$1.7億

45 stks

2026-03-31

Hansen & Associates Financial Group, Inc.

CIK 0001873973

申報總市值

US$1.7億

45 stks

2026-06-30

Granby Capital Management, LLC

CIK 0001857581

申報總市值

US$1.7億

17 stks

2026-03-31

Kaufman Rossin Wealth, LLC

CIK 0002049750

申報總市值

US$1.7億

98 stks

2026-03-31

Mudrick Capital Management, L.P.

CIK 0001655183

申報總市值

US$1.7億

3 stks

2026-03-31

Bridge Generations Wealth Management LLC

CIK 0002056071

申報總市值

US$1.7億

32 stks

2026-03-31

American Airlines Group Inc.

CIK 0000006201

申報總市值

US$1.7億

1 stks

2026-03-31

CNO Financial Group, Inc.

CIK 0001224608

申報總市值

US$1.7億

18 stks

2026-03-31

Advanced Micro Devices INC

CIK 0000002488

申報總市值

US$1.7億

4 stks

2026-03-31

Councilmark Asset Management, LLC

CIK 0002022076

申報總市值

US$1.7億

85 stks

2026-03-31

Coordinated Financial Services, Inc.

CIK 0002055532

申報總市值

US$1.7億

176 stks

2026-03-31

Filbrandt Wealth Management, LLC

CIK 0001806091

申報總市值

US$1.7億

246 stks

2021-09-30

資料過舊，未更新