1 億至 10 億美元機構名單（共 7399 家）

目前共有 7399 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。

ATX Financial Planning, LLC

CIK 0002111013

申報總市值

US$1.5億

83 stks

2026-06-30

Hartmann Taylor Wealth Management, LLC

CIK 0002058267

申報總市值

US$1.5億

54 stks

2026-06-30

Black Diamond Capital Management I, LLLP

CIK 0002084285

申報總市值

US$1.5億

8 stks

2026-06-30

Rik Saylor Financial, Inc.

CIK 0002045268

申報總市值

US$1.5億

89 stks

2026-06-30

Planning Capital Management Corp

CIK 0002012016

申報總市值

US$1.5億

780 stks

2024-09-30

資料過舊，未更新

Themes Management Co LLC

CIK 0002107564

申報總市值

US$1.5億

120 stks

2026-06-30

Signal Tree Financial Partners LLC

CIK 0002069337

申報總市值

US$1.5億

53 stks

2026-06-30

Sage Advisors, LLC

CIK 0002032121

申報總市值

US$1.5億

48 stks

2025-12-31

資料過舊，未更新

Hamrick Investment Counsel, llc

CIK 0002126147

申報總市值

US$1.5億

186 stks

2026-06-30

A4 Wealth Advisors LLC

CIK 0002033987

申報總市值

US$1.5億

92 stks

2026-06-30

Adelphi Trust Co

CIK 0002106968

申報總市值

US$1.5億

200 stks

2026-06-30

Blackstart Capital LP

CIK 0001666647

申報總市值

US$1.5億

21 stks

2020-06-30

資料過舊，未更新

Matterhorn Capital Management, LLC

CIK 0001568049

申報總市值

US$1.5億

54 stks

2016-09-30

資料過舊，未更新

Paladin Advisory Group, LLC

CIK 0001899703

申報總市值

US$1.5億

243 stks

2026-06-30

Slocum, Gordon & Co LLP

CIK 0001993325

申報總市值

US$1.5億

70 stks

2026-06-30

Stonebridge Financial Group, LLC / MO

CIK 0002109198

申報總市值

US$1.5億

171 stks

2026-06-30

Chapman Financial Group, LLC

CIK 0002056577

申報總市值

US$1.5億

311 stks

2026-06-30

Richard Young Associates, Ltd.

CIK 0002107563

申報總市值

US$1.5億

29 stks

2026-06-30

Leibman Financial Services, Inc.

CIK 0002006661

申報總市值

US$1.5億

46 stks

2026-06-30

Hillswick Asset Management, LLC

CIK 0001310052

申報總市值

US$1.5億

13 stks

2019-03-31

資料過舊，未更新

Jump Trading, LLC

CIK 0001127998

申報總市值

US$1.5億

222 stks

2020-06-30

資料過舊，未更新

Quattro Advisors LLC

CIK 0002111158

申報總市值

US$1.5億

58 stks

2026-06-30

Spartan Planning & Wealth Management

CIK 0001749283

申報總市值

US$1.5億

75 stks

2026-06-30

AmeriServ Wealth Advisors

CIK 0001102062

申報總市值

US$1.5億

94 stks

2026-06-30

Pb Investment Partners, L.p.

CIK 0001910391

申報總市值

US$1.5億

9 stks

2026-06-30

Index Venture Growth Associates III Ltd

CIK 0001785453

申報總市值

US$1.5億

2 stks

2026-06-30

Nicholson Meyer Capital Management, Inc.

CIK 0002065771

申報總市值

US$1.5億

45 stks

2026-06-30

Madryn Select Opportunities, LP

CIK 0001889283

申報總市值

US$1.5億

4 stks

2021-12-31

資料過舊，未更新

Bridger Management, LLC

CIK 0001166309

申報總市值

US$1.5億

24 stks

2026-06-30

Kennondale Capital Management LLC

CIK 0002055199

申報總市值

US$1.5億

80 stks

2026-06-30

Pratt Collard Advisory Partners LLC

CIK 0001728318

申報總市值

US$1.5億

97 stks

2021-06-30

資料過舊，未更新

Turn8 Private Wealth Inc.

CIK 0002070026

申報總市值

US$1.5億

54 stks

2026-06-30

Pw Advisors, LLC \ Fl

CIK 0002095919

申報總市值

US$1.5億

36 stks

2026-06-30

Sankala Group LLC

CIK 0002113426

申報總市值

US$1.5億

636 stks

2026-06-30

Sovereign's Capital Management, LLC

CIK 0001911637

申報總市值

US$1.5億

70 stks

2026-06-30

PlanVest Financial, Inc

CIK 0002135239

申報總市值

US$1.5億

597 stks

2026-06-30

Safe Harbor Family Capital, LLC

CIK 0002065810

申報總市值

US$1.5億

57 stks

2026-06-30

Axiom Investment Management LLC

CIK 0001513703

申報總市值

US$1.5億

4,311 stks

2026-06-30

Black Cypress Capital Management, LLC

CIK 0002022614

申報總市值

US$1.5億

29 stks

2026-06-30

Compass Financial Group, Inc.

CIK 0002115210

申報總市值

US$1.5億

48 stks

2026-06-30

LTG Capital LLC

CIK 0001936987

申報總市值

US$1.5億

24 stks

2026-06-30

EJF Capital LP

CIK 0001353254

申報總市值

US$1.5億

72 stks

2026-06-30

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

South Shore Capital Advisors

CIK 0001852993

申報總市值

US$1.5億

154 stks

2026-06-30

Platt Investment Counsel, LLC

CIK 0001859195

申報總市值

US$1.5億

14 stks

2026-06-30

Blodgett Wealth Advisors, LLC

CIK 0001907826

申報總市值

US$1.5億

72 stks

2026-06-30

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

Hoertkorn Richard Charles

CIK 0001598177

申報總市值

US$1.5億

72 stks

2026-06-30

Vennlight Capital Management, LP

CIK 0002013462

申報總市值

US$1.5億

32 stks

2026-06-30

Cannell Capital LLC

CIK 0001058854

申報總市值

US$1.5億

36 stks

2026-06-30

Green Alpha Advisors, LLC

CIK 0001439207

申報總市值

US$1.5億

113 stks

2026-06-30

Cravens & Co Advisors, LLC

CIK 0001966116

申報總市值

US$1.5億

67 stks

2026-06-30

Seven Mile Advisory

CIK 0001987932

申報總市值

US$1.5億

158 stks

2026-06-30

Vested Financial Planning, LLC

CIK 0002044679

申報總市值

US$1.5億

29 stks

2026-06-30

Oder Investment Management, LLC

CIK 0001845109

申報總市值

US$1.5億

113 stks

2026-06-30

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

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

Sage Investment Advisers LLC

CIK 0001925418

申報總市值

US$1.5億

98 stks

2026-06-30

Forty-three Eighteen Advisors, LLC

CIK 0002116323

申報總市值

US$1.5億

74 stks

2026-06-30

Fiduciary Advisors, Inc.

CIK 0002047030

申報總市值

US$1.5億

155 stks

2026-06-30

Stewardship Concepts Financial Services LLC

CIK 0002105785

申報總市值

US$1.5億

70 stks

2026-06-30

Hamilton Lane Advisors LLC

CIK 0001573767

申報總市值

US$1.5億

14 stks

2026-06-30

Whipplewood Advisors, LLC

CIK 0002052510

申報總市值

US$1.5億

636 stks

2026-06-30

Phillip James Consulting Co.

CIK 0002111830

申報總市值

US$1.5億

401 stks

2026-06-30

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

swisspartners Advisors Ltd

CIK 0001805754

申報總市值

US$1.5億

23 stks

2026-06-30

Northstar Financial Companies, Inc.

CIK 0002059828

申報總市值

US$1.5億

118 stks

2026-06-30

Morgan Creek Capital Management, LLC

CIK 0001623781

申報總市值

US$1.5億

15 stks

2026-06-30

Tuttle Capital Management, LLC

CIK 0001581641

申報總市值

US$1.5億

116 stks

2026-06-30

Monetta Financial Services Inc

CIK 0000869179

申報總市值

US$1.5億

59 stks

2026-06-30

Ivory Union Consulting Ltd

CIK 0002065347

申報總市值

US$1.5億

3 stks

2026-06-30

Phil A. Younker & Associates, Ltd.

CIK 0002063635

申報總市值

US$1.5億

29 stks

2026-06-30

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

Accordant Advisory Group Inc

CIK 0002013499

申報總市值

US$1.5億

242 stks

2026-06-30

Perissos Private Wealth Management, LLC

CIK 0002023071

申報總市值

US$1.5億

79 stks

2026-06-30

Sacks & Associates, LLC

CIK 0002145868

申報總市值

US$1.5億

80 stks

2026-06-30

Vertex Investment Solutions Co., Ltd.

CIK 0002092214

申報總市值

US$1.5億

26 stks

2026-06-30

Peapod Lane Capital LLC

CIK 0002050979

申報總市值

US$1.5億

61 stks

2026-06-30

Nitor Capital Management LLC

CIK 0002019017

申報總市值

US$1.5億

24 stks

2026-06-30

Piscataqua Savings Bank

CIK 0001855835

申報總市值

US$1.5億

505 stks

2026-06-30

9823 Capital, L.P.

CIK 0001982920

申報總市值

US$1.5億

33 stks

2026-06-30

Moon Capital Management LP

CIK 0001387303

申報總市值

US$1.5億

14 stks

2026-06-30

Harbour Wealth Management Group, Inc.

CIK 0002085855

申報總市值

US$1.5億

89 stks

2026-06-30

Partnership Wealth Management, LLC

CIK 0002010656

申報總市值

US$1.5億

67 stks

2026-06-30

Ahara Advisors LLC

CIK 0002116771

申報總市值

US$1.5億

55 stks

2026-06-30

Total Wealth Planning & Management, Inc.

CIK 0002058383

申報總市值

US$1.5億

215 stks

2026-06-30

Navi International - Administradora e Gestora de Recursos Financeiros Ltda.

CIK 0002044610

申報總市值

US$1.5億

12 stks

2026-06-30

Blake Schutter Theil Wealth Advisors, LLC

CIK 0002042011

申報總市值

US$1.5億

110 stks

2026-06-30

Alcosta Capital Management, Inc.

CIK 0001842509

申報總市值

US$1.5億

22 stks

2026-06-30

Rf&l Wealth Management, LLC

CIK 0001965915

申報總市值

US$1.5億

50 stks

2026-06-30

Lawood & Co

CIK 0002109484

申報總市值

US$1.5億

161 stks

2026-06-30

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

Bislett Management, LLC

CIK 0001425041

申報總市值

US$1.5億

18 stks

2026-06-30

Vanguard Capital Wealth Advisors

CIK 0001730578

申報總市值

US$1.5億

132 stks

2026-06-30

LiftPoint Family Wealth Advisors LLC

CIK 0002110810

申報總市值

US$1.5億

69 stks

2026-06-30

Tepp RIA, LLC

CIK 0002055925

申報總市值

US$1.5億

49 stks

2026-06-30

Dorato Capital Management

CIK 0002095216

申報總市值

US$1.5億

254 stks

2026-06-30

Summit Financial Consulting LLC

CIK 0002065794

申報總市值

US$1.5億

49 stks

2026-06-30

Red Tree Management, LLC

CIK 0002055980

申報總市值

US$1.5億

3 stks

2026-06-30

IDG China Venture Capital Fund IV Associates L.P.

CIK 0001609021

申報總市值

US$1.5億

4 stks

2026-06-30

Coquina Private Wealth LLC

CIK 0002103792

申報總市值

US$1.5億

101 stks

2026-06-30

Castlefield Investment Partners LLP

CIK 0002109835

申報總市值

US$1.5億

35 stks

2026-06-30

Sincerus Advisory, LLC

CIK 0002050968

申報總市值

US$1.5億

81 stks

2026-06-30

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

Diamant Asset Management, Inc.

CIK 0001731124

申報總市值

US$1.5億

81 stks

2026-06-30

Winnacle Wealth LLC

CIK 0002079687

申報總市值

US$1.5億

137 stks

2026-06-30

Koa Wealth Management, LLC

CIK 0002022118

申報總市值

US$1.5億

54 stks

2026-06-30

Saber Capital Managment, LLC

CIK 0001911378

申報總市值

US$1.5億

38 stks

2026-06-30

Crocodile Capital Partners GmbH

CIK 0001956498

申報總市值

US$1.5億

12 stks

2026-06-30

Reliant Investment Partners, LLC

CIK 0002069207

申報總市值

US$1.5億

126 stks

2026-06-30

Mueller Wealth, LLC

CIK 0002110608

申報總市值

US$1.5億

18 stks

2026-06-30

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

Markin Volterra Fund LP

CIK 0002073603

申報總市值

US$1.5億

69 stks

2026-06-30

Nitorum Capital, L.P.

CIK 0001630243

申報總市值

US$1.5億

23 stks

2026-06-30

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

Wiregrass Investment Management LLC

CIK 0002109460

申報總市值

US$1.5億

113 stks

2026-06-30

LB Partners LLC

CIK 0002007877

申報總市值

US$1.5億

34 stks

2026-06-30

Fjell Capital, LLC

CIK 0002053350

申報總市值

US$1.5億

66 stks

2026-06-30

Sun Group Wealth Partners

CIK 0002111007

申報總市值

US$1.5億

81 stks

2026-06-30

Potomac Capital Management, Inc.

CIK 0001418746

申報總市值

US$1.5億

71 stks

2026-06-30

Guild Investment Management, Inc.

CIK 0001317802

申報總市值

US$1.5億

59 stks

2026-06-30

Midwest Financial Network, LLC

CIK 0002137280

申報總市值

US$1.5億

105 stks

2026-06-30

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

Intrinsic Value Partners, LLC

CIK 0001910364

申報總市值

US$1.5億

73 stks

2026-06-30

Susquehanna Capital Management, LLC

CIK 0001879628

申報總市值

US$1.5億

2 stks

2026-06-30

Luminus Management LLC

CIK 0001279151

申報總市值

US$1.5億

30 stks

2026-06-30

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

Fairway Financial, LLC

CIK 0001921009

申報總市值

US$1.5億

23 stks

2026-06-30

Collier Financial

CIK 0001902901

申報總市值

US$1.5億

141 stks

2026-06-30

Seneschal Advisors, LLC

CIK 0002039659

申報總市值

US$1.5億

658 stks

2026-06-30

Clear Retirement Advice LLC

CIK 0002112984

申報總市值

US$1.5億

54 stks

2026-06-30

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

Bridgelight Financial Advisors, Inc.

CIK 0002145102

申報總市值

US$1.5億

49 stks

2026-06-30

Elm3 Financial Group, LLC

CIK 0002011201

申報總市值

US$1.5億

135 stks

2026-06-30

DMC Group, LLC

CIK 0001893403

申報總市值

US$1.5億

128 stks

2026-06-30

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

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

Antonelli Financial Advisors, LLC

CIK 0002055364

申報總市值

US$1.5億

53 stks

2026-06-30

Split Rock Private Trading & Wealth Management, LLC

CIK 0002095884

申報總市值

US$1.5億

49 stks

2026-06-30

JM2 Capital Inc.

CIK 0002103359

申報總市值

US$1.5億

121 stks

2026-06-30

AWH Capital, L.P.

CIK 0001682475

申報總市值

US$1.5億

22 stks

2026-06-30

Tenzing Financial LLC

CIK 0002111360

申報總市值

US$1.5億

84 stks

2026-06-30

顯示第 6,151-6,300 筆，共 7,399 間機構