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。

Accredited Wealth Management, LLC

CIK 0002056519

申報總市值

US$1.3億

431 stks

2025-09-30

資料過舊，未更新

Lwm Advisors Inc

CIK 0002067328

申報總市值

US$1.3億

37 stks

2026-06-30

Arnold Financial Planning LLC

CIK 0002107020

申報總市值

US$1.3億

41 stks

2026-06-30

Waystone Advisors LLC

CIK 0002055997

申報總市值

US$1.3億

110 stks

2026-06-30

Asempa Wealth Advisors

CIK 0002099967

申報總市值

US$1.3億

125 stks

2026-06-30

Freestate Advisors LLC

CIK 0001660328

申報總市值

US$1.3億

42 stks

2026-06-30

Prairieview Wealth Partners, LLC

CIK 0002011194

申報總市值

US$1.3億

29 stks

2026-06-30

Integrated Wealthcare, LLC

CIK 0001962105

申報總市值

US$1.3億

29 stks

2026-06-30

Lexington Partners L.P.

CIK 0001621157

申報總市值

US$1.3億

2 stks

2026-06-30

Householder Group Estate & Retirement Specialist, LLC

CIK 0001881590

申報總市值

US$1.3億

601 stks

2024-12-31

資料過舊，未更新

RoundAngle Advisors LLC

CIK 0002049176

申報總市值

US$1.3億

60 stks

2026-03-31

Elevation Wealth Management LLC

CIK 0002093518

申報總市值

US$1.3億

280 stks

2026-06-30

Paller Financial Services Inc

CIK 0002095931

申報總市值

US$1.3億

44 stks

2026-06-30

BluePrint Investing LLC

CIK 0002108872

申報總市值

US$1.3億

26 stks

2026-06-30

McAlvany Wealth Management LLC

CIK 0002123857

申報總市值

US$1.3億

48 stks

2026-06-30

Eagle Bay Advisors LLC

CIK 0001862864

申報總市值

US$1.3億

141 stks

2026-06-30

Dwr Wealth Management, LLC

CIK 0002123012

申報總市值

US$1.3億

56 stks

2026-06-30

Cannae Holdings, Inc.

CIK 0001704720

申報總市值

US$1.3億

2 stks

2026-06-30

Tatro Capital, LLC

CIK 0001802488

申報總市值

US$1.3億

84 stks

2022-03-31

資料過舊，未更新

Nightview Capital, LLC

CIK 0001680843

申報總市值

US$1.3億

14 stks

2026-06-30

Northeast Planning Associates, Inc. / Nh /

CIK 0001914515

申報總市值

US$1.3億

65 stks

2026-06-30

Carter Financial, LLC

CIK 0002115533

申報總市值

US$1.3億

33 stks

2026-06-30

Capstone Wealth Management, Inc.

CIK 0002112205

申報總市值

US$1.3億

48 stks

2026-06-30

Phase 2 Partners, LLC

CIK 0001841126

申報總市值

US$1.3億

26 stks

2024-12-31

資料過舊，未更新

Tukman Grossman Capital Management Inc

CIK 0000778925

申報總市值

US$1.3億

17 stks

2017-09-30

資料過舊，未更新

Personal Financial Consultants Inc /adv

CIK 0000077657

申報總市值

US$1.3億

19 stks

2019-06-30

資料過舊，未更新

Harbor Asset Planning, Inc.

CIK 0002077050

申報總市值

US$1.3億

2,028 stks

2026-06-30

Clearshares LLC

CIK 0001733456

申報總市值

US$1.3億

40 stks

2021-12-31

資料過舊，未更新

Aldebaran Capital, LLC

CIK 0001448430

申報總市值

US$1.3億

39 stks

2026-06-30

Winter & Associates, Inc.

CIK 0002109063

申報總市值

US$1.3億

85 stks

2026-06-30

Alpha Advisors, LLC/VA

CIK 0002095967

申報總市值

US$1.3億

51 stks

2026-06-30

Private Capital Group, LLC

CIK 0001732854

申報總市值

US$1.3億

1,944 stks

2022-06-30

資料過舊，未更新

Bain Capital Venture Investors, LLC

CIK 0001309469

申報總市值

US$1.3億

3 stks

2026-06-30

Sherman Wealth Management LLC

CIK 0002096110

申報總市值

US$1.3億

84 stks

2026-06-30

R.H. Investment Group, LLC

CIK 0002048733

申報總市值

US$1.3億

47 stks

2026-06-30

True Signal LP

CIK 0001792422

申報總市值

US$1.3億

75 stks

2022-12-31

資料過舊，未更新

Charter Oak Partners Management, L.P.

CIK 0001492145

申報總市值

US$1.3億

30 stks

2014-09-30

資料過舊，未更新

Severin Investments, LLC

CIK 0001763454

申報總市值

US$1.3億

174 stks

2026-06-30

Frisco Financial Planning LLC

CIK 0002133972

申報總市值

US$1.3億

29 stks

2026-06-30

Centrica Wealth Management, LLC

CIK 0002149835

申報總市值

US$1.3億

12 stks

2026-06-30

New Covenant Trust Company, N.A.

CIK 0002023097

申報總市值

US$1.3億

107 stks

2026-06-30

H&F Corporate Investors VIII, Ltd.

CIK 0001767563

申報總市值

US$1.3億

1 stks

2026-06-30

Daventry Group, LP

CIK 0001823718

申報總市值

US$1.3億

11 stks

2026-06-30

Veradace Capital Management LLC

CIK 0001772351

申報總市值

US$1.3億

26 stks

2026-06-30

Dynamic Financial Group

CIK 0002061178

申報總市值

US$1.3億

76 stks

2026-06-30

New Dimensions Wealth Management, LLC

CIK 0002068447

申報總市值

US$1.3億

21 stks

2026-06-30

North Capital, Inc.

CIK 0002065938

申報總市值

US$1.3億

102 stks

2026-06-30

Kampmann Melissa S.

CIK 0001999898

申報總市值

US$1.3億

86 stks

2026-06-30

Lee Capital Management LP

CIK 0001656713

申報總市值

US$1.3億

77 stks

2018-03-31

資料過舊，未更新

Cedarwood Wealth LLC

CIK 0002114448

申報總市值

US$1.3億

96 stks

2026-06-30

Hudson Portfolio Management LLC

CIK 0001847700

申報總市值

US$1.3億

117 stks

2026-06-30

Luts & Greenleigh Group, Inc.

CIK 0001967844

申報總市值

US$1.3億

105 stks

2026-06-30

Mountaineer Partners Management, LLC

CIK 0001730532

申報總市值

US$1.3億

21 stks

2026-06-30

Financial Planning Fort Collins, LLC

CIK 0002111920

申報總市值

US$1.3億

33 stks

2026-06-30

Vilga Financial Planning LLC

CIK 0002083456

申報總市值

US$1.3億

93 stks

2026-06-30

Goldstream Capital Management Ltd

CIK 0001872787

申報總市值

US$1.3億

45 stks

2026-06-30

First Growth Capital LLC

CIK 0002112081

申報總市值

US$1.3億

138 stks

2026-06-30

McCartney Wealth Management LLC

CIK 0002110693

申報總市值

US$1.3億

65 stks

2026-06-30

Quantedge Capital Pte Ltd

CIK 0001561418

申報總市值

US$1.3億

49 stks

2026-06-30

Finward Bancorp

CIK 0000919864

申報總市值

US$1.3億

184 stks

2026-06-30

Tortuga Wealth Management, Inc

CIK 0002118051

申報總市值

US$1.3億

135 stks

2026-06-30

Kane Co Wealth Management, Inc.

CIK 0002109915

申報總市值

US$1.3億

53 stks

2026-06-30

Kelsey Financial, LLC

CIK 0002022609

申報總市值

US$1.3億

65 stks

2026-06-30

Sivik Global Healthcare LLC

CIK 0001596452

申報總市值

US$1.3億

34 stks

2026-06-30

Nest Investments, LLC

CIK 0001948755

申報總市值

US$1.3億

39 stks

2026-06-30

Benjamin Joseph Floyd Dba Floyd Capital Management

CIK 0001535254

申報總市值

US$1.3億

1 stks

2026-06-30

Nan Fung Group Holdings Ltd

CIK 0001782539

申報總市值

US$1.3億

25 stks

2026-06-30

Waycross Investment Management Co

CIK 0001922448

申報總市值

US$1.3億

59 stks

2026-06-30

US Asset Management LLC

CIK 0001882673

申報總市值

US$1.3億

112 stks

2026-06-30

Emissary Wealth LLC

CIK 0002107252

申報總市值

US$1.3億

63 stks

2026-06-30

Larry Mathis Financial Planning, LLC

CIK 0002118274

申報總市值

US$1.3億

150 stks

2026-06-30

Freed Investment Group

CIK 0001844877

申報總市值

US$1.3億

16 stks

2021-09-30

資料過舊，未更新

Morgens Waterfall Vintiadis & Co Inc

CIK 0001016150

申報總市值

US$1.3億

18 stks

2026-06-30

John S. & James L. Knight Foundation, Inc.

CIK 0002105032

申報總市值

US$1.3億

3 stks

2025-12-31

資料過舊，未更新

Eagle Wealth Advisors LLC

CIK 0002107271

申報總市值

US$1.3億

100 stks

2026-06-30

Investors Portfolio Services LLC

CIK 0002073833

申報總市值

US$1.3億

674 stks

2026-06-30

James Reed Financial Services, Inc.

CIK 0001911052

申報總市值

US$1.3億

19 stks

2026-06-30

Ramiah Investment Group

CIK 0001566307

申報總市值

US$1.3億

79 stks

2026-06-30

Anabranch Capital Management, LP

CIK 0001822480

申報總市值

US$1.3億

5 stks

2026-06-30

Chesapeake Asset Management LLC

CIK 0001079397

申報總市值

US$1.3億

376 stks

2026-06-30

Fulcrum Wealth Advisors, LLC

CIK 0002108790

申報總市值

US$1.3億

81 stks

2026-06-30

Provident Co of the Employees of the Hebrew University LTD

CIK 0002016961

申報總市值

US$1.3億

35 stks

2026-06-30

Kabarec Financial Advisors, Ltd.

CIK 0001730924

申報總市值

US$1.3億

82 stks

2018-06-30

資料過舊，未更新

Brainard Capital Management LLC

CIK 0001963704

申報總市值

US$1.3億

100 stks

2023-03-31

資料過舊，未更新

Godfrey Financial Associates, Inc.

CIK 0002097943

申報總市值

US$1.3億

1,090 stks

2026-06-30

NewCorp Financial Services, Inc.

CIK 0002110453

申報總市值

US$1.3億

54 stks

2026-06-30

Rayner & Haynor

CIK 0001121877

申報總市值

US$1.3億

91 stks

2014-09-30

資料過舊，未更新

Ativo Capital Management LLC

CIK 0001423065

申報總市值

US$1.3億

56 stks

2026-06-30

Coordinated Financial Services, Inc./CO

CIK 0002022906

申報總市值

US$1.3億

137 stks

2025-03-31

資料過舊，未更新

Stewart Asset Management, LLC

CIK 0001803340

申報總市值

US$1.3億

28 stks

2022-12-31

資料過舊，未更新

Wulff, Hansen & Co.

CIK 0000108634

申報總市值

US$1.3億

109 stks

2026-06-30

Haven Global Partners, LLC

CIK 0002051846

申報總市值

US$1.3億

8 stks

2026-06-30

Seal Cove Capital, LLC

CIK 0002135303

申報總市值

US$1.3億

34 stks

2026-06-30

Bayban

CIK 0002110649

申報總市值

US$1.3億

595 stks

2026-06-30

4wealth Advisors, Inc.

CIK 0002056676

申報總市值

US$1.3億

151 stks

2026-06-30

BankChampaign, National Association

CIK 0002135773

申報總市值

US$1.3億

200 stks

2026-06-30

McLaughlin Asset Management, Inc.

CIK 0002112239

申報總市值

US$1.3億

92 stks

2026-06-30

R.H. Dinel Investment Counsel, Inc.

CIK 0001598352

申報總市值

US$1.3億

40 stks

2026-06-30

Lynch Investment Planning, LLC

CIK 0002110354

申報總市值

US$1.3億

56 stks

2026-06-30

APS Management Group, Inc.

CIK 0001914985

申報總市值

US$1.3億

77 stks

2026-06-30

Jolley Asset Management, LLC

CIK 0001569117

申報總市值

US$1.3億

77 stks

2020-03-31

資料過舊，未更新

Nano Cap New Millennium Growth Fund L P

CIK 0001277890

申報總市值

US$1.3億

135 stks

2026-06-30

Troutman Wealth Management, LLC

CIK 0002110807

申報總市值

US$1.3億

38 stks

2026-06-30

Diker Management LLC

CIK 0001276525

申報總市值

US$1.3億

46 stks

2026-06-30

Forest Hill Capital, LLC

CIK 0001316550

申報總市值

US$1.3億

21 stks

2026-06-30

CPR Investments Inc.

CIK 0001775053

申報總市值

US$1.3億

55 stks

2026-06-30

Argus Investors' Counsel, Inc.

CIK 0000007195

申報總市值

US$1.3億

106 stks

2026-06-30

Avail Investment Partners, LLC

CIK 0002134779

申報總市值

US$1.3億

199 stks

2026-06-30

Maimon Wealth Management LTD.

CIK 0001760401

申報總市值

US$1.3億

80 stks

2026-06-30

Advocate Investing Services LLC

CIK 0002110509

申報總市值

US$1.3億

460 stks

2026-06-30

Tandem Investment Partners LLC

CIK 0002056333

申報總市值

US$1.3億

76 stks

2026-06-30

Peachtree Investment Advisors, Inc.

CIK 0001598381

申報總市值

US$1.3億

73 stks

2018-12-31

資料過舊，未更新

Hudson Oak Wealth Advisory LLC

CIK 0002088700

申報總市值

US$1.3億

52 stks

2026-06-30

Akin Thomas B

CIK 0001026505

申報總市值

US$1.3億

23 stks

2013-09-30

資料過舊，未更新

Epacria Capital Partners, LLC

CIK 0001927623

申報總市值

US$1.3億

24 stks

2026-06-30

Global Strategic Management Inc

CIK 0001413303

申報總市值

US$1.3億

26 stks

2026-06-30

Wolfstich Capital, LLC

CIK 0002047009

申報總市值

US$1.3億

19 stks

2026-06-30

Capital Today Evergreen Fund, L.P.

CIK 0001625502

申報總市值

US$1.3億

3 stks

2026-06-30

Whitebark Investors LP

CIK 0002042091

申報總市值

US$1.3億

10 stks

2026-06-30

Capstone Financial Group, Inc.

CIK 0001808129

申報總市值

US$1.3億

156 stks

2020-09-30

資料過舊，未更新

Graham Capital Wealth Management, LLC

CIK 0001907528

申報總市值

US$1.3億

62 stks

2026-06-30

Schaeffer Financial LLC

CIK 0001898838

申報總市值

US$1.3億

27 stks

2026-06-30

Davis Wealth Advisors, LLC

CIK 0002104502

申報總市值

US$1.3億

93 stks

2026-06-30

Up Capital Management, Inc.

CIK 0002117787

申報總市值

US$1.3億

20 stks

2026-06-30

Santa Clara Valley Transportation Authority

CIK 0002043469

申報總市值

US$1.3億

4 stks

2026-06-30

Sierra Legacy Group

CIK 0002056766

申報總市值

US$1.3億

79 stks

2026-06-30

S Harris Financial Group, LLC

CIK 0002112907

申報總市值

US$1.3億

124 stks

2026-06-30

CenturyLink Investment Management Co

CIK 0001054522

申報總市值

US$1.3億

3 stks

2026-06-30

Sherman Asset Management, Inc.

CIK 0001736535

申報總市值

US$1.3億

136 stks

2026-06-30

CrossGen Wealth, LLC

CIK 0002112179

申報總市值

US$1.3億

214 stks

2026-06-30

Koenig Investment Advisory, LLC

CIK 0002114481

申報總市值

US$1.3億

37 stks

2026-06-30

Quest 10 Wealth Builders, Inc.

CIK 0002035215

申報總市值

US$1.3億

811 stks

2026-06-30

Shone Asset Management LLC

CIK 0001727270

申報總市值

US$1.3億

41 stks

2020-12-31

資料過舊，未更新

Linden Rose Investment LLC

CIK 0001833819

申報總市值

US$1.3億

8 stks

2026-06-30

Professional Financial Solutions LLC /adv

CIK 0001036215

申報總市值

US$1.3億

41 stks

2026-06-30

Adirondack Retirement Specialists, Inc.

CIK 0001841016

申報總市值

US$1.3億

24 stks

2023-09-30

資料過舊，未更新

JMN Financial LLC

CIK 0002113267

申報總市值

US$1.3億

229 stks

2026-06-30

William Howard & Co Financial Advisors Inc

CIK 0002023493

申報總市值

US$1.3億

54 stks

2026-06-30

Ridge Creek Global, Inc

CIK 0002111429

申報總市值

US$1.3億

94 stks

2026-06-30

Afg Fiduciary Services Limited Partnership

CIK 0001907820

申報總市值

US$1.3億

60 stks

2026-06-30

TenCore Partners, LP

CIK 0001755784

申報總市值

US$1.3億

15 stks

2026-06-30

Shamrock Asset Management LLC

CIK 0001555909

申報總市值

US$1.3億

257 stks

2019-09-30

資料過舊，未更新

Safe Harbor Fiduciary, LLC

CIK 0002036114

申報總市值

US$1.3億

61 stks

2026-06-30

P.a.w. Capital CORP

CIK 0000949853

申報總市值

US$1.3億

64 stks

2026-06-30

TT Capital Management LLC

CIK 0002056338

申報總市值

US$1.3億

77 stks

2026-06-30

Journey Retirement Planning & Investment Management LLC

CIK 0002122180

申報總市值

US$1.3億

308 stks

2026-06-30

Advantage Investment Management, LLC

CIK 0001697815

申報總市值

US$1.3億

930 stks

2019-09-30

資料過舊，未更新

Kennon-Green & Company, LLC

CIK 0001963352

申報總市值

US$1.3億

41 stks

2026-06-30

Milfam LLC

CIK 0001728825

申報總市值

US$1.3億

13 stks

2026-06-30

Journey Beyond Wealth, LLC

CIK 0002052989

申報總市值

US$1.3億

30 stks

2026-06-30

顯示第 6,601-6,750 筆，共 7,399 間機構