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。

Genesis Wealth Advisors, LLC

CIK 0001637241

申報總市值

US$1.5億

64 stks

2026-03-31

VERITY Wealth Advisors

CIK 0001763138

申報總市值

US$1.5億

81 stks

2026-03-31

Thryve Wealth Management LLC

CIK 0002113283

申報總市值

US$1.5億

43 stks

2026-03-31

Accelerate Investment Advisors LLC

CIK 0002035216

申報總市值

US$1.5億

133 stks

2026-03-31

Evansbrook LLC

CIK 0002069478

申報總市值

US$1.5億

113 stks

2025-12-31

資料過舊，未更新

Wright Wealth LLC

CIK 0002046147

申報總市值

US$1.5億

69 stks

2026-03-31

L1 Global Manager Pty Ltd

CIK 0001878742

申報總市值

US$1.5億

118 stks

2026-03-31

Zeit Capital LLC

CIK 0001808163

申報總市值

US$1.5億

53 stks

2026-03-31

HC Advisors, LLC

CIK 0001803295

申報總市值

US$1.5億

60 stks

2026-03-31

Hc Financial Advisors INC

CIK 0000784045

申報總市值

US$1.5億

348 stks

2022-06-30

資料過舊，未更新

Community Bank of Raymore

CIK 0001599923

申報總市值

US$1.5億

123 stks

2026-03-31

Acas, LLC

CIK 0001859505

申報總市值

US$1.5億

93 stks

2025-06-30

資料過舊，未更新

Gibson Wealth Advisors LLC

CIK 0001911266

申報總市值

US$1.5億

37 stks

2026-03-31

Sagace Wealth Management LLC

CIK 0002027449

申報總市值

US$1.5億

75 stks

2026-03-31

Alpha Wealth Funds, LLC

CIK 0002059327

申報總市值

US$1.5億

41 stks

2026-03-31

Valley Brook Capital Group, Inc.

CIK 0001851418

申報總市值

US$1.5億

112 stks

2026-03-31

Forthright Family Wealth Advisory LLC

CIK 0002008648

申報總市值

US$1.5億

63 stks

2026-03-31

Rainier Family Wealth INC

CIK 0002073596

申報總市值

US$1.5億

93 stks

2026-03-31

Mainstream Capital Management LLC

CIK 0002043084

申報總市值

US$1.5億

88 stks

2026-03-31

Atala Financial Inc

CIK 0002053756

申報總市值

US$1.5億

117 stks

2026-03-31

Ariose Capital Management Ltd

CIK 0001665925

申報總市值

US$1.5億

15 stks

2026-03-31

Northeast Planning Associates, INC. / Nh /

CIK 0001914515

申報總市值

US$1.5億

55 stks

2026-03-31

Rockbridge Asset Management LLC

CIK 0002056320

申報總市值

US$1.5億

27 stks

2026-03-31

Clark Wealth Partners

CIK 0002107657

申報總市值

US$1.5億

604 stks

2026-03-31

DUTCH ASSET Corp

CIK 0002115141

申報總市值

US$1.5億

95 stks

2026-03-31

Pine Haven Investment Counsel, Inc

CIK 0001899753

申報總市值

US$1.5億

116 stks

2026-06-30

Hall Private Wealth Advisors

CIK 0001744091

申報總市值

US$1.5億

39 stks

2023-09-30

資料過舊，未更新

First Citizens Bancorporation Inc

CIK 0000708848

申報總市值

US$1.5億

203 stks

2014-12-31

資料過舊，未更新

CogentBlue Wealth Advisors, LLC

CIK 0002054047

申報總市值

US$1.5億

78 stks

2026-03-31

Carbonado Capital

CIK 0001641865

申報總市值

US$1.5億

10 stks

2018-12-31

資料過舊，未更新

J2 Capital Management Inc

CIK 0001586882

申報總市值

US$1.5億

123 stks

2026-06-30

Camelot Technology Advisors, INC.

CIK 0002021818

申報總市值

US$1.5億

61 stks

2026-06-30

Signet Management USA, LLC

CIK 0001599475

申報總市值

US$1.5億

197 stks

2013-12-31

資料過舊，未更新

Keystone Financial Services, LLC

CIK 0002046033

申報總市值

US$1.5億

58 stks

2026-03-31

Sage Investment Advisers LLC

CIK 0001925418

申報總市值

US$1.5億

98 stks

2026-06-30

KM Capital Management Ltd.

CIK 0001963514

申報總市值

US$1.5億

76 stks

2026-03-31

Flavin Financial Services, Inc.

CIK 0002052798

申報總市值

US$1.5億

72 stks

2026-03-31

McAlvany Wealth Management LLC

CIK 0002123857

申報總市值

US$1.5億

41 stks

2026-03-31

Ada Investment Management, LP

CIK 0001631190

申報總市值

US$1.5億

381 stks

2015-12-31

資料過舊，未更新

Pinnacle Wealth Management, LLC

CIK 0001911464

申報總市值

US$1.5億

25 stks

2026-03-31

Hopwood Financial Services, Inc.

CIK 0002023166

申報總市值

US$1.5億

83 stks

2026-03-31

Clark & Stuart, Inc

CIK 0002048750

申報總市值

US$1.5億

49 stks

2026-03-31

Gallagher Capital Advisors, LLC

CIK 0002034519

申報總市值

US$1.5億

65 stks

2026-03-31

Randall & Associates Wealth Management

CIK 0002011901

申報總市值

US$1.5億

56 stks

2026-03-31

JDH Wealth Management, LLC

CIK 0002022512

申報總市值

US$1.5億

54 stks

2026-03-31

McKinley Alaska Private Investment, LLC

CIK 0001987047

申報總市值

US$1.5億

1 stks

2024-03-31

資料過舊，未更新

Riverloft Capital Management L.P.

CIK 0001534408

申報總市值

US$1.5億

40 stks

2015-12-31

資料過舊，未更新

Lakehouse Capital Pty Ltd

CIK 0001844830

申報總市值

US$1.5億

13 stks

2026-03-31

UG Investment Advisers Ltd.

CIK 0001697814

申報總市值

US$1.5億

15 stks

2026-03-31

Piscataqua Savings Bank

CIK 0001855835

申報總市值

US$1.5億

505 stks

2026-06-30

Authentikos Wealth Advisory, LLC

CIK 0001967054

申報總市值

US$1.5億

70 stks

2026-03-31

Jacksonville Wealth Management, LLC

CIK 0002048486

申報總市值

US$1.5億

68 stks

2026-03-31

S. R. Schill & Associates

CIK 0001616004

申報總市值

US$1.5億

29 stks

2026-03-31

Foundation Wealth Management, LLC

CIK 0001966351

申報總市值

US$1.5億

44 stks

2026-03-31

DMC Group, LLC

CIK 0001893403

申報總市值

US$1.5億

141 stks

2026-03-31

MQS Management LLC

CIK 0001759395

申報總市值

US$1.5億

366 stks

2026-03-31

Partnership Wealth Management, LLC

CIK 0002010656

申報總市值

US$1.5億

67 stks

2026-06-30

Orleans Capital Management Corp/la

CIK 0001013234

申報總市值

US$1.5億

107 stks

2026-03-31

SLT Holdings LLC

CIK 0002052222

申報總市值

US$1.5億

136 stks

2026-03-31

Cannon Wealth Management Services, LLC

CIK 0002043725

申報總市值

US$1.5億

85 stks

2026-03-31

Robinson Smith Wealth Advisors LLC

CIK 0002008554

申報總市值

US$1.5億

84 stks

2026-03-31

North Dallas Bank & Trust Co

CIK 0002035144

申報總市值

US$1.5億

199 stks

2026-03-31

AyurMaya Capital Management Company, LP

CIK 0001975990

申報總市值

US$1.5億

1 stks

2025-12-31

資料過舊，未更新

Cleary Gull Holdings Inc.

CIK 0001649776

申報總市值

US$1.5億

116 stks

2016-03-31

資料過舊，未更新

Northern Lights Advisors, Inc.

CIK 0002127798

申報總市值

US$1.5億

57 stks

2026-03-31

Wynnefield Capital INC

CIK 0001251567

申報總市值

US$1.5億

9 stks

2026-03-31

SwitchPoint Financial Planning, LLC

CIK 0002055526

申報總市值

US$1.5億

102 stks

2026-03-31

JP Wealth Management, Inc.

CIK 0001967622

申報總市值

US$1.5億

15 stks

2026-03-31

Dorato Capital Management

CIK 0002095216

申報總市值

US$1.5億

254 stks

2026-06-30

Campion Asset Management

CIK 0001843492

申報總市值

US$1.5億

82 stks

2026-03-31

Entruity Wealth, LLC

CIK 0001719303

申報總市值

US$1.5億

46 stks

2026-03-31

Sincerus Advisory, LLC

CIK 0002050968

申報總市值

US$1.5億

81 stks

2026-06-30

Strategent Financial, LLC

CIK 0002052737

申報總市值

US$1.5億

41 stks

2026-03-31

Brian Low Financial Group, LLC

CIK 0002079080

申報總市值

US$1.5億

116 stks

2026-03-31

Lighthouse Wealth Management Inc.

CIK 0002042810

申報總市值

US$1.5億

43 stks

2026-03-31

Pinnacle West Asset Management, Inc.

CIK 0001975730

申報總市值

US$1.5億

114 stks

2026-03-31

Stellar Capital Management, LLC

CIK 0001326918

申報總市值

US$1.5億

75 stks

2020-06-30

資料過舊，未更新

Madson Wealth Advisors Inc

CIK 0002129795

申報總市值

US$1.5億

97 stks

2026-06-30

Krane Financial Solutions LLC

CIK 0002136913

申報總市值

US$1.5億

48 stks

2026-03-31

Income Insurance Ltd

CIK 0002022801

申報總市值

US$1.5億

164 stks

2026-03-31

Koa Wealth Management, LLC

CIK 0002022118

申報總市值

US$1.5億

54 stks

2026-06-30

Crocodile Capital Partners GmbH

CIK 0001956498

申報總市值

US$1.5億

12 stks

2026-06-30

Philadelphia Investment Partners, LLC

CIK 0002131511

申報總市值

US$1.5億

2,303 stks

2026-03-31

Slocum, Gordon & Co LLP

CIK 0001993325

申報總市值

US$1.5億

64 stks

2026-03-31

Tide Cove Capital Partners LLC

CIK 0002029464

申報總市值

US$1.5億

13 stks

2026-03-31

Advisory Services & Investments, LLC

CIK 0001862931

申報總市值

US$1.5億

40 stks

2024-09-30

資料過舊，未更新

Lesa Sroufe & Co

CIK 0001492162

申報總市值

US$1.5億

69 stks

2026-03-31

VitalStone Financial, LLC

CIK 0001963478

申報總市值

US$1.5億

496 stks

2024-09-30

資料過舊，未更新

Blue Jay Capital Management, LLC

CIK 0001586444

申報總市值

US$1.5億

20 stks

2017-06-30

資料過舊，未更新

MontVue Capital Management, Inc.

CIK 0002008758

申報總市值

US$1.5億

67 stks

2026-03-31

KOM Wealth Management Group, LLC

CIK 0001804116

申報總市值

US$1.5億

89 stks

2026-03-31

Sound Financial Strategies Group, LLC

CIK 0001800620

申報總市值

US$1.5億

111 stks

2026-03-31

Wealthgarden F.s. LLC

CIK 0002023633

申報總市值

US$1.5億

165 stks

2026-03-31

Custos Family Office, LLC

CIK 0001904423

申報總市值

US$1.5億

60 stks

2025-12-31

資料過舊，未更新

Midwest Financial Network, LLC

CIK 0002137280

申報總市值

US$1.5億

105 stks

2026-06-30

Broadview Financial Management, LLC

CIK 0001697024

申報總市值

US$1.5億

40 stks

2026-03-31

SpringVest Wealth Management LLC

CIK 0002058986

申報總市值

US$1.5億

67 stks

2026-03-31

Tmd & Associates, INC

CIK 0001014358

申報總市值

US$1.5億

45 stks

2019-06-30

資料過舊，未更新

Greycroft LP

CIK 0001910274

申報總市值

US$1.5億

14 stks

2026-03-31

Cygnus Capital Advisors, LLC

CIK 0002114319

申報總市值

US$1.5億

113 stks

2026-03-31

Ahl Investment Management, INC.

CIK 0001908425

申報總市值

US$1.5億

68 stks

2025-09-30

資料過舊，未更新

Anson Capital, Inc.

CIK 0001906003

申報總市值

US$1.5億

90 stks

2026-03-31

Sippican Capital Advisors

CIK 0001557406

申報總市值

US$1.5億

107 stks

2026-03-31

Bright Futures Wealth Management, LLC.

CIK 0001803980

申報總市值

US$1.5億

188 stks

2026-03-31

True Capital Management

CIK 0001697333

申報總市值

US$1.5億

129 stks

2023-03-31

資料過舊，未更新

Aspetuck Financial Management LLC

CIK 0002048608

申報總市值

US$1.5億

75 stks

2026-03-31

22nw, LP

CIK 0001694297

申報總市值

US$1.5億

16 stks

2026-03-31

Quotient Investors, LLC

CIK 0001455139

申報總市值

US$1.5億

148 stks

2017-09-30

資料過舊，未更新

TRB Advisors LP

CIK 0001513300

申報總市值

US$1.5億

5 stks

2026-03-31

Wealth Management Solutions, LLC

CIK 0001905979

申報總市值

US$1.5億

82 stks

2023-09-30

資料過舊，未更新

Scopia Capital Management LP

CIK 0001279150

申報總市值

US$1.5億

22 stks

2026-03-31

Apex Wealth Management, LLC

CIK 0002056695

申報總市值

US$1.5億

57 stks

2026-03-31

Aspire Growth Partners LLC

CIK 0002055568

申報總市值

US$1.5億

121 stks

2026-03-31

Sentry Investment Management LLC

CIK 0000089014

申報總市值

US$1.5億

1 stks

2026-03-31

Tenzing Financial LLC

CIK 0002111360

申報總市值

US$1.5億

84 stks

2026-06-30

Dentgroup LLC

CIK 0001867570

申報總市值

US$1.5億

93 stks

2025-12-31

資料過舊，未更新

Endure Capital Management, LLC

CIK 0002055657

申報總市值

US$1.5億

35 stks

2026-03-31

Copia Wealth Management

CIK 0002058771

申報總市值

US$1.5億

532 stks

2026-03-31

Crestwood Capital Management, L.P.

CIK 0001468395

申報總市值

US$1.5億

15 stks

2026-03-31

OptiFour Integrated Wealth Management, LLC

CIK 0001775361

申報總市值

US$1.5億

74 stks

2019-12-31

資料過舊，未更新

GUNN & Co INVESTMENT MANAGEMENT, INC.

CIK 0002000490

申報總市值

US$1.5億

61 stks

2024-09-30

資料過舊，未更新

Seed Wealth Management, Inc.

CIK 0001963728

申報總市值

US$1.5億

98 stks

2026-03-31

Greenhaven Road Investment Management, L.P.

CIK 0001741129

申報總市值

US$1.5億

17 stks

2026-03-31

Axecap Investments, LLC

CIK 0002030036

申報總市值

US$1.5億

69 stks

2026-03-31

Gambit Capital Management, LLC

CIK 0002107464

申報總市值

US$1.5億

90 stks

2026-03-31

Alexis Investment Partners, LLC

CIK 0002054271

申報總市值

US$1.5億

35 stks

2026-03-31

Global Trust Wealth Management LLC

CIK 0002065265

申報總市值

US$1.5億

75 stks

2026-06-30

Amara Financial, LLC.

CIK 0001934965

申報總市值

US$1.5億

45 stks

2026-03-31

Teca Partners, LP

CIK 0001910154

申報總市值

US$1.5億

10 stks

2026-03-31

Ritter Daniher Financial Advisory LLC

CIK 0001844428

申報總市值

US$1.5億

242 stks

2022-03-31

資料過舊，未更新

MidAtlantic Capital Management, Inc.

CIK 0002042068

申報總市值

US$1.4億

84 stks

2026-03-31

Magnolia Capital Management LTD

CIK 0001802361

申報總市值

US$1.4億

75 stks

2026-06-30

Nicholas Wealth, LLC.

CIK 0001911391

申報總市值

US$1.4億

111 stks

2026-03-31

AO Asset Management, LP

CIK 0001594585

申報總市值

US$1.4億

25 stks

2022-06-30

資料過舊，未更新

Futuris Asset Management AB

CIK 0001536726

申報總市值

US$1.4億

13 stks

2014-06-30

資料過舊，未更新

SWP Investment Management LLC

CIK 0002098300

申報總市值

US$1.4億

43 stks

2026-06-30

ADG Wealth Management Group, LLC

CIK 0002053824

申報總市值

US$1.4億

51 stks

2026-03-31

Antonelli Financial Advisors, LLC

CIK 0002055364

申報總市值

US$1.4億

52 stks

2026-03-31

Immersion CORP

CIK 0001058811

申報總市值

US$1.4億

9 stks

2026-03-31

Constant Guidance Financial LLC

CIK 0001995383

申報總市值

US$1.4億

42 stks

2026-03-31

Paragon Associates II, Ltd

CIK 0001566137

申報總市值

US$1.4億

19 stks

2013-12-31

資料過舊，未更新

Fairscale Capital, LLC

CIK 0002032350

申報總市值

US$1.4億

437 stks

2026-03-31

Post Resch Tallon Group Inc.

CIK 0002054476

申報總市值

US$1.4億

138 stks

2026-06-30

Comprehensive Financial Planning, Inc./PA

CIK 0002044855

申報總市值

US$1.4億

387 stks

2026-03-31

Karl Kapital LLC

CIK 0002058849

申報總市值

US$1.4億

22 stks

2026-03-31

Covestor Ltd

CIK 0001909846

申報總市值

US$1.4億

2,927 stks

2026-03-31

Tme Financial, INC.

CIK 0002056230

申報總市值

US$1.4億

65 stks

2026-03-31

Affinia Financial Group, LLC

CIK 0001802862

申報總市值

US$1.4億

35 stks

2023-06-30

資料過舊，未更新

Nabity-Jensen Investment Management Inc

CIK 0002044851

申報總市值

US$1.4億

70 stks

2026-03-31

Arrow Capital Management, LLC

CIK 0001389082

申報總市值

US$1.4億

16 stks

2026-03-31

顯示第 6,001-6,150 筆，共 7,392 間機構