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。

Carter Financial Group, INC.

CIK 0001919749

申報總市值

US$1.6億

126 stks

2026-03-31

Petra Financial Advisors INC

CIK 0001971427

申報總市值

US$1.6億

117 stks

2026-03-31

Fore Capital, LLC

CIK 0001714672

申報總市值

US$1.6億

32 stks

2026-03-31

Treybourne Wealth Planners, Inc.

CIK 0001835976

申報總市值

US$1.6億

47 stks

2021-06-30

資料過舊，未更新

GEN Financial Management, INC.

CIK 0002032497

申報總市值

US$1.6億

51 stks

2026-03-31

1620 Investment Advisors, INC.

CIK 0001907281

申報總市值

US$1.6億

678 stks

2026-06-30

White & Co Financial Planning Inc

CIK 0002039300

申報總市值

US$1.6億

20 stks

2026-06-30

Accordant Advisory Group Inc

CIK 0002013499

申報總市值

US$1.6億

238 stks

2026-03-31

BayBridge Capital Group, LLC

CIK 0001898297

申報總市值

US$1.6億

95 stks

2026-03-31

Mendota Financial Group, LLC

CIK 0001964538

申報總市值

US$1.6億

33 stks

2026-06-30

Coastline Complete Wealth LLC

CIK 0002112134

申報總市值

US$1.6億

55 stks

2026-03-31

SVB Investment Services Inc.

CIK 0001806668

申報總市值

US$1.6億

42 stks

2022-03-31

資料過舊，未更新

Tbp Advisors LTD

CIK 0001166988

申報總市值

US$1.6億

48 stks

2015-03-31

資料過舊，未更新

Lavelle Capital LP

CIK 0002136566

申報總市值

US$1.6億

70 stks

2026-03-31

Innealta Capital, LLC

CIK 0001752579

申報總市值

US$1.6億

75 stks

2026-03-31

Gutierrez Wealth Advisory, LLC

CIK 0001965923

申報總市值

US$1.6億

110 stks

2026-03-31

Harvest Group Wealth Management, LLC

CIK 0001694461

申報總市值

US$1.6億

192 stks

2023-03-31

資料過舊，未更新

Five Pine Wealth Management

CIK 0002041807

申報總市值

US$1.6億

47 stks

2026-03-31

Exchange Bank

CIK 0002001155

申報總市值

US$1.6億

205 stks

2026-06-30

Grandmaster Capital Management LLC

CIK 0001576528

申報總市值

US$1.6億

13 stks

2015-03-31

資料過舊，未更新

Royal Capital Wealth Management, LLC

CIK 0001904323

申報總市值

US$1.6億

96 stks

2026-03-31

Avant Financial Advisors LLC

CIK 0002063243

申報總市值

US$1.6億

69 stks

2026-06-30

Perry Creek Capital LP

CIK 0001769704

申報總市值

US$1.6億

12 stks

2026-03-31

TPG Advisors LLC

CIK 0002033388

申報總市值

US$1.6億

110 stks

2026-03-31

Mittelman Wealth Management

CIK 0002021464

申報總市值

US$1.6億

52 stks

2026-03-31

Palouse Capital Management, Inc.

CIK 0001056516

申報總市值

US$1.6億

124 stks

2026-06-30

Robert Bosch GmbH

CIK 0001882360

申報總市值

US$1.6億

3 stks

2026-03-31

Corepath Wealth Partners LLC

CIK 0001845838

申報總市值

US$1.6億

46 stks

2026-06-30

CBM Financial, LLC

CIK 0002055702

申報總市值

US$1.6億

16 stks

2026-03-31

Pacific Wealth Strategies Group, Inc.

CIK 0001766571

申報總市值

US$1.6億

62 stks

2026-03-31

Bickling Financial Services, Inc.

CIK 0001844895

申報總市值

US$1.6億

119 stks

2022-12-31

資料過舊，未更新

Sanchez Gaunt Capital Management, LLC

CIK 0002113492

申報總市值

US$1.6億

184 stks

2026-03-31

Turn8 Private Wealth Inc.

CIK 0002070026

申報總市值

US$1.6億

51 stks

2026-03-31

Nvest Wealth Strategies, Inc.

CIK 0002106942

申報總市值

US$1.6億

393 stks

2026-06-30

Legend Capital Advisors LLC

CIK 0002111719

申報總市值

US$1.6億

159 stks

2026-03-31

W.H. Cornerstone Investments Inc.

CIK 0001940823

申報總市值

US$1.6億

129 stks

2026-03-31

Research Affiliates, LLC

CIK 0001337848

申報總市值

US$1.6億

16 stks

2013-09-30

資料過舊，未更新

Sterling Manor Financial, LLC

CIK 0001842015

申報總市值

US$1.6億

39 stks

2026-03-31

Principia Wealth Advisory, LLC

CIK 0002041436

申報總市值

US$1.6億

1,015 stks

2025-12-31

資料過舊，未更新

Affinity Investment Advisors, LLC

CIK 0001520601

申報總市值

US$1.6億

137 stks

2026-03-31

Richardson Financial Services INC.

CIK 0002012303

申報總市值

US$1.6億

1,132 stks

2026-03-31

Allianz Investment Management LLC

CIK 0001140038

申報總市值

US$1.6億

30 stks

2025-12-31

資料過舊，未更新

Palacios Wealth Management, LLC

CIK 0002053829

申報總市值

US$1.6億

75 stks

2026-03-31

Fairbanks Capital Management, Inc.

CIK 0001681372

申報總市值

US$1.6億

51 stks

2026-03-31

Systrade AG

CIK 0001818160

申報總市值

US$1.6億

14 stks

2026-06-30

Cornerstone Select Advisors, LLC

CIK 0002055366

申報總市值

US$1.6億

124 stks

2026-03-31

Willner & Heller, LLC

CIK 0001927796

申報總市值

US$1.6億

165 stks

2026-06-30

Velan Capital Investment Management LP

CIK 0001848809

申報總市值

US$1.6億

50 stks

2026-03-31

Braun-Bostich & Associates Inc.

CIK 0001740842

申報總市值

US$1.6億

126 stks

2026-03-31

Erickson Financial Group, LLC

CIK 0001797734

申報總市值

US$1.6億

25 stks

2026-03-31

Blackston Financial Advisory Group, LLC

CIK 0001910984

申報總市值

US$1.6億

106 stks

2026-03-31

Sanchez Levi Garrett

CIK 0002126627

申報總市值

US$1.6億

75 stks

2026-03-31

Bmt Investment Advisors

CIK 0001772453

申報總市值

US$1.6億

80 stks

2020-03-31

資料過舊，未更新

swisspartners Advisors Ltd

CIK 0001805754

申報總市值

US$1.6億

24 stks

2026-03-31

Hahn Capital Management LLC

CIK 0001171592

申報總市值

US$1.6億

31 stks

2026-03-31

RIHO Partners, LLC

CIK 0002112884

申報總市值

US$1.6億

14 stks

2026-03-31

6th Street Advisors, LLC

CIK 0002102803

申報總市值

US$1.6億

59 stks

2026-03-31

Criterion Capital Advisors, LLC

CIK 0001765884

申報總市值

US$1.6億

348 stks

2024-12-31

資料過舊，未更新

Up Strategic Wealth Investment Advisors LLC

CIK 0002011649

申報總市值

US$1.6億

98 stks

2026-03-31

Jade Capital Advisors, LLC

CIK 0001761663

申報總市值

US$1.6億

98 stks

2024-09-30

資料過舊，未更新

Propel Bio Management, LLC

CIK 0001969764

申報總市值

US$1.6億

38 stks

2026-03-31

Objectivity Squared, LLC

CIK 0002011113

申報總市值

US$1.6億

55 stks

2026-03-31

Blue Door Asset Management, LLC

CIK 0001909147

申報總市值

US$1.6億

18 stks

2026-03-31

Oppenheimer & Close, LLC

CIK 0001591377

申報總市值

US$1.6億

56 stks

2026-03-31

Jericho Financial, LLP

CIK 0001841173

申報總市值

US$1.6億

40 stks

2026-03-31

10Elms LLP

CIK 0002056650

申報總市值

US$1.6億

536 stks

2026-03-31

TOWER TRUST Co

CIK 0001123263

申報總市值

US$1.6億

274 stks

2014-03-31

資料過舊，未更新

Bank & Trust Co

CIK 0002026082

申報總市值

US$1.6億

303 stks

2026-06-30

Elevate Wealth Advisory, INC

CIK 0002011651

申報總市值

US$1.6億

125 stks

2026-03-31

AG Campbell Advisory, LLC

CIK 0002110880

申報總市值

US$1.6億

5 stks

2025-12-31

資料過舊，未更新

Martin Capital Advisors, LLP

CIK 0001904126

申報總市值

US$1.6億

73 stks

2026-03-31

Genesis Financial Group, LLC

CIK 0002097587

申報總市值

US$1.6億

103 stks

2026-03-31

Lalia Capital, LLC

CIK 0002106818

申報總市值

US$1.6億

13 stks

2026-03-31

Christian Investment Advisors, Inc.

CIK 0002055071

申報總市值

US$1.6億

12 stks

2026-03-31

Kopion Asset Management, LLC

CIK 0001728689

申報總市值

US$1.6億

21 stks

2026-06-30

Kastel Capital Advisors, LLC

CIK 0002111663

申報總市值

US$1.6億

57 stks

2026-06-30

Value Partners LTD /adv

CIK 0001005846

申報總市值

US$1.6億

21 stks

2016-06-30

資料過舊，未更新

IPL Advisers, LLC

CIK 0001696561

申報總市值

US$1.6億

12 stks

2017-12-31

資料過舊，未更新

Vannoy Advisory Group, Inc.

CIK 0002011808

申報總市值

US$1.6億

28 stks

2026-03-31

Corsicana & Co.

CIK 0001869923

申報總市值

US$1.6億

276 stks

2026-03-31

RiverTree Advisors, LLC

CIK 0001872501

申報總市值

US$1.6億

60 stks

2026-03-31

Pantera Capital Partners LP

CIK 0002067181

申報總市值

US$1.6億

14 stks

2026-03-31

Deepwater Asset Management, LLC

CIK 0001964171

申報總市值

US$1.6億

39 stks

2026-03-31

Clearview Wealth Advisors LLC

CIK 0001840306

申報總市值

US$1.6億

103 stks

2025-12-31

資料過舊，未更新

Schonfeld Group Holdings LLC

CIK 0001425994

申報總市值

US$1.6億

241 stks

2015-12-31

資料過舊，未更新

4D Advisors, LLC

CIK 0001938268

申報總市值

US$1.6億

34 stks

2026-03-31

Red Cedar Capital, LLC

CIK 0001729867

申報總市值

US$1.6億

191 stks

2022-12-31

資料過舊，未更新

Dougherty Wealth Advisers LLC

CIK 0001755933

申報總市值

US$1.6億

107 stks

2026-03-31

Sarissa Capital Management LP

CIK 0001577524

申報總市值

US$1.6億

9 stks

2026-03-31

Efficient Frontier Advisors LLC

CIK 0002011188

申報總市值

US$1.6億

22 stks

2025-06-30

資料過舊，未更新

Welch Investments, LLC

CIK 0001697444

申報總市值

US$1.6億

54 stks

2017-12-31

資料過舊，未更新

Karn, Couzens & Associates, Inc.

CIK 0001842433

申報總市值

US$1.6億

89 stks

2022-03-31

資料過舊，未更新

FWG Investments, LLC.

CIK 0001944877

申報總市值

US$1.6億

117 stks

2026-03-31

KPCB GGF Associates, LLC

CIK 0001500596

申報總市值

US$1.6億

1 stks

2021-09-30

資料過舊，未更新

Providence Wealth Advisors, LLC

CIK 0001744955

申報總市值

US$1.6億

81 stks

2026-03-31

Resource Planning Group

CIK 0001537147

申報總市值

US$1.6億

72 stks

2023-12-31

資料過舊，未更新

Livet Wealth, LLC

CIK 0002111409

申報總市值

US$1.6億

117 stks

2026-03-31

CDC Financial, Inc.

CIK 0002077836

申報總市值

US$1.6億

49 stks

2026-03-31

Henson-Edgewater Management, LLC

CIK 0002115631

申報總市值

US$1.6億

66 stks

2026-03-31

Syntax Research, INC.

CIK 0001999827

申報總市值

US$1.6億

192 stks

2026-03-31

Three Magnolias Financial Advisors, LLC

CIK 0002056795

申報總市值

US$1.6億

103 stks

2026-03-31

Seros Financial, LLC

CIK 0002039918

申報總市值

US$1.6億

58 stks

2026-03-31

AlpenGlobal Capital LLC

CIK 0002062492

申報總市值

US$1.6億

36 stks

2026-03-31

Elkhorn Partners Limited Partnership

CIK 0000928400

申報總市值

US$1.6億

48 stks

2026-03-31

Stralem & Co INC

CIK 0000728882

申報總市值

US$1.6億

118 stks

2020-06-30

資料過舊，未更新

Turning Point Benefit Group, Inc.

CIK 0002008513

申報總市值

US$1.6億

95 stks

2026-03-31

Certior Financial Group, LLC

CIK 0002055620

申報總市值

US$1.6億

130 stks

2026-03-31

Piershale Financial Group, INC.

CIK 0001554815

申報總市值

US$1.6億

269 stks

2023-06-30

資料過舊，未更新

Hancock Whitney Investment Services INC.

CIK 0001009952

申報總市值

US$1.6億

55 stks

2022-06-30

資料過舊，未更新

IMG Wealth Management, Inc.

CIK 0002032103

申報總市值

US$1.6億

506 stks

2026-03-31

LFG Wealth Partners, LLC

CIK 0002044171

申報總市值

US$1.6億

81 stks

2025-12-31

資料過舊，未更新

Promus Capital, LLC

CIK 0002054921

申報總市值

US$1.6億

301 stks

2025-09-30

資料過舊，未更新

Hyperion Partners, LLC

CIK 0001971715

申報總市值

US$1.6億

73 stks

2024-09-30

資料過舊，未更新

AmeriServ Wealth Advisors

CIK 0001102062

申報總市值

US$1.6億

104 stks

2026-03-31

Columbia Advisory Partners LLC

CIK 0001808179

申報總市值

US$1.6億

92 stks

2026-03-31

A. D. Beadell Investment Counsel, Inc.

CIK 0001569102

申報總市值

US$1.6億

100 stks

2026-03-31

First National Bank of Hutchinson

CIK 0001313871

申報總市值

US$1.6億

152 stks

2026-03-31

Diversified Investment Strategies, LLC

CIK 0001427196

申報總市值

US$1.6億

55 stks

2026-03-31

Lakewood Asset Management LLC

CIK 0001966581

申報總市值

US$1.6億

107 stks

2026-03-31

Christine Messmer Pc

CIK 0002097609

申報總市值

US$1.6億

80 stks

2026-03-31

Harber Asset Management LLC

CIK 0001387921

申報總市值

US$1.6億

41 stks

2026-03-31

Compass Planning Associates Inc

CIK 0002046823

申報總市值

US$1.6億

30 stks

2026-03-31

Mcguire Capital Advisors INC

CIK 0002112006

申報總市值

US$1.6億

868 stks

2026-03-31

FMA Wealth Management, LLC

CIK 0002011155

申報總市值

US$1.6億

42 stks

2026-06-30

Schulz Wealth, LTD.

CIK 0002011780

申報總市值

US$1.6億

62 stks

2025-12-31

資料過舊，未更新

WLTH Capital Management, LLC

CIK 0002112635

申報總市值

US$1.6億

29 stks

2026-06-30

Allied Private Wealth LLC

CIK 0002132253

申報總市值

US$1.6億

906 stks

2026-06-30

Patrick M Sweeney & Associates, INC

CIK 0002010453

申報總市值

US$1.6億

164 stks

2026-03-31

Bluefin Capital Management, LLC

CIK 0001144208

申報總市值

US$1.6億

127 stks

2026-03-31

Symons Capital Management INC

CIK 0001056958

申報總市值

US$1.6億

71 stks

2021-09-30

資料過舊，未更新

Invera Wealth Advisors, LLC

CIK 0001976780

申報總市值

US$1.6億

98 stks

2026-03-31

Cornerstone Financial Group, LLC /NE/

CIK 0002056783

申報總市值

US$1.6億

73 stks

2026-03-31

BML Capital Management, LLC

CIK 0001616824

申報總市值

US$1.6億

16 stks

2026-03-31

Accredited Investor Services, LLC

CIK 0002028621

申報總市值

US$1.6億

77 stks

2026-03-31

BNB Wealth Management, LLC

CIK 0002111175

申報總市值

US$1.6億

90 stks

2026-03-31

Truxt Investmentos Ltda.

CIK 0001721168

申報總市值

US$1.6億

32 stks

2026-03-31

Winebrenner Capital Management LLC

CIK 0002047728

申報總市值

US$1.6億

139 stks

2026-03-31

McQueen, Ball & Associates Inc.

CIK 0001663138

申報總市值

US$1.6億

113 stks

2018-12-31

資料過舊，未更新

Pioneer Family Office, LLC

CIK 0002135110

申報總市值

US$1.6億

122 stks

2026-03-31

Hidden Cove Wealth Management, LLC

CIK 0001963736

申報總市值

US$1.6億

109 stks

2026-03-31

Southern Capital Services INC /adv

CIK 0000711987

申報總市值

US$1.6億

29 stks

2026-03-31

Good Steward Wealth Advisors,LLC

CIK 0002060772

申報總市值

US$1.6億

68 stks

2026-03-31

Westco Advisory Services INC /adv

CIK 0000946310

申報總市值

US$1.6億

104 stks

2026-03-31

Summit Portfolio Management, LTD.

CIK 0002132683

申報總市值

US$1.6億

24 stks

2026-03-31

Water Oak Advisors LLC

CIK 0001589570

申報總市值

US$1.6億

17 stks

2020-09-30

資料過舊，未更新

Kiely Wealth Advisory Group, Inc.

CIK 0002005660

申報總市值

US$1.6億

315 stks

2024-12-31

資料過舊，未更新

Dialectic Capital Management, LP

CIK 0001411512

申報總市值

US$1.6億

98 stks

2017-03-31

資料過舊，未更新

Golden Gate Capital Management II, L.L.C.

CIK 0001385251

申報總市值

US$1.6億

2 stks

2013-09-30

資料過舊，未更新

Cultivar Capital, INC.

CIK 0001989476

申報總市值

US$1.6億

40 stks

2026-06-30

DeLarme Wealth Management, Inc.

CIK 0002070361

申報總市值

US$1.6億

63 stks

2026-03-31

顯示第 5,701-5,850 筆，共 7,392 間機構