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Integration & migration consulting — March 2024

Data migration, middleware, and integration consultants — every deal is a CRM migration.

109 firms opened this window in the March 2024 SEC roster: 67 aum crossed 500m, 40 aum crossed 1b, 2 reorganization.

Months: October 2026 · September 2026 · August 2026 · July 2026 · June 2026 · May 2026 · April 2026 · March 2026 · February 2026 · January 2026 · December 2025 · August 2025 · July 2025 · June 2025 · May 2025 · April 2025 · March 2025 · February 2025 · January 2025 · December 2024 · November 2024 · October 2024 · September 2024 · August 2024 · July 2024 · June 2024 · May 2024 · April 2024 · March 2024 · February 2024

85
ANDERSON HOAGLAND & CO — crossed $1B in regulatory AUM ($921.5M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · 314-726-2107 · ahco.com
85
HENRY H. ARMSTRONG ASSOCIATES, INC. — crossed $1B in regulatory AUM ($903.0M -> $1.06B). IAPD ↗
$1.06B RAUM · 3 reps · 412-471-1551 · henryarmstrong.com
85
SHEETS SMITH WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($965.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 10 reps · 336-765-2020 · sheetssmith.com
85
JANICZEK WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($972.5M -> $1.12B). IAPD ↗
$1.12B RAUM · 5 reps · 303-721-7000 · janiczek.com
85
GRASSI INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($928.1M -> $1.11B). IAPD ↗
$1.11B RAUM · 4 reps · 650-934-0770 · grassiinvest.com
85
HALPERN FINANCIAL, INC. — crossed $1B in regulatory AUM ($828.8M -> $1.10B). IAPD ↗
$1.10B RAUM · 7 reps · 240.268.1000
85
STEWART & PATTEN CO LLC — crossed $1B in regulatory AUM ($935.4M -> $1.03B). IAPD ↗
$1.03B RAUM · 5 reps · 415-421-4932 · stewartandpatten.com
85
PETERSEN HASTINGS WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($927.1M -> $1.12B). IAPD ↗
$1.12B RAUM · 15 reps · 509-735-0484 · petersenhastings.com
85
ECLECTIC ASSOCIATES, INC. — crossed $1B in regulatory AUM ($923.4M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 714-738-0220
85
FINANCIAL PLAN, INC. — crossed $1B in regulatory AUM ($845.1M -> $1.05B). IAPD ↗
$1.05B RAUM · 10 reps · 360-714-1234
85
PBMARES WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($971.4M -> $1.14B). IAPD ↗
$1.14B RAUM · 14 reps · 757.229.7180
85
MARYLAND FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($976.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 37 reps · 301-251-8550 · barnettwealthadvisors.com
85
MJP WEALTH ADVISORS — crossed $1B in regulatory AUM ($853.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 11 reps · 860-677-7755
85
WATERLOO CAPITAL — crossed $1B in regulatory AUM ($745.5M -> $1.30B). IAPD ↗
$1.30B RAUM · 29 reps · 512-777-5900
85
PROSPERITY - AN EISNERAMPER COMPANY — crossed $1B in regulatory AUM ($406.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 31 reps · 410-363-7211
85
TRIANGLE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($967.8M -> $1.11B). IAPD ↗
$1.11B RAUM · 9 reps · 919-838-3221
85
INSPIRION WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($915.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 9 reps · 847-918-9100 · inspirionwealth.com
85
COMPASS ION ADVISORS, LLC — crossed $1B in regulatory AUM ($767.1M -> $1.09B). IAPD ↗
$1.09B RAUM · 13 reps · (610) 228-2200
85
LAKE HILL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($881.9M -> $1.38B). IAPD ↗
$1.38B RAUM · 2 reps · 212-792-6671
85
ALLY INVEST ADVISORS — crossed $1B in regulatory AUM ($986.7M -> $1.13B). IAPD ↗
$1.13B RAUM · 12 reps · 855-880-2559 · ally.com
85
ISTHMUS PARTNERS, LLC — crossed $1B in regulatory AUM ($977.3M -> $1.11B). IAPD ↗
$1.11B RAUM · 9 reps · 608-729-0949
85
TOTAL WEALTH PLANNING, LLC — crossed $1B in regulatory AUM ($866.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 16 reps · 513-984-6696
85
SHP WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($905.7M -> $1.10B). IAPD ↗
$1.10B RAUM · 24 reps · 508-746-2400
85
KINGS PATH PARTNERS LLC — crossed $1B in regulatory AUM ($981.3M -> $1.06B). IAPD ↗
$1.06B RAUM · 4 reps · (832) 500-3101 · kingspath.com
85
ABOUND WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($787.2M -> $1.07B). IAPD ↗
$1.07B RAUM · 24 reps · 615-226-3667
85
LIBERTY WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($986.6M -> $1.22B). IAPD ↗
$1.22B RAUM · 18 reps · 510-658-1880
85
OPEROSE ADVISORS LLC — crossed $1B in regulatory AUM ($805.7M -> $1.25B). IAPD ↗
$1.25B RAUM · 7 reps · 414-209-3280
85
MERIDIAN WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($905.6M -> $1.12B). IAPD ↗
$1.12B RAUM · 9 reps · 610-272-4700
85
JGP WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($888.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 12 reps · 503-446-6450
85
LAKE STREET — crossed $1B in regulatory AUM ($796.4M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · 312-766 7040 · clarity-fg.com
85
MARTEL WEALTH ADVISORS INC — crossed $1B in regulatory AUM ($897.2M -> $1.08B). IAPD ↗
$1.08B RAUM · 11 reps · 360-694-9940
85
HEARTWOOD WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($982.8M -> $1.13B). IAPD ↗
$1.13B RAUM · 7 reps · 804-269-8711 · heartwoodva.com
85
DAYMARK WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($907.8M -> $2.50B). IAPD ↗
$2.50B RAUM · 16 reps · 513-838-2520
85
SYNTEGRA PRIVATE WEALTH GROUP LLC — crossed $1B in regulatory AUM ($813.8M -> $1.02B). IAPD ↗
$1.02B RAUM · 12 reps · 314-802-7232
70
RBF WEALTH ADVISORS — crossed $500M in regulatory AUM ($435.3M -> $517.5M). IAPD ↗
$517.5M RAUM · 17 reps · 314-997-1652
70
CLEAN YIELD ASSET MANAGEMENT — crossed $500M in regulatory AUM ($477.8M -> $510.7M). IAPD ↗
$510.7M RAUM · 3 reps · 802-526-2525 · cleanyield.com
70
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC — crossed $500M in regulatory AUM ($486.6M -> $542.9M). IAPD ↗
$542.9M RAUM · 5 reps · 770-395-9797 · sherrillandhutchins.com
70
THOR WEALTH MANAGEMENT INC — crossed $500M in regulatory AUM ($435.6M -> $514.1M). IAPD ↗
$514.1M RAUM · 7 reps · 513-271-6777
70
LIBERTY CAPITAL MANAGEMENT INC — crossed $500M in regulatory AUM ($467.1M -> $605.4M). IAPD ↗
$605.4M RAUM · 2 reps · 248 258-9290 · libertycapitalmi.com
70
MERIDIAN INVESTMENT ADVISORS, INC. — crossed $500M in regulatory AUM ($491.6M -> $568.1M). IAPD ↗
$568.1M RAUM · 3 reps · 317-573-5257 · meridianinvest.com
70
BLUE FIN CAPITAL, INC. — crossed $500M in regulatory AUM ($365.7M -> $507.5M). IAPD ↗
$507.5M RAUM · 2 reps · 401-454-0772 · bluefincapital.com
70
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC — crossed $500M in regulatory AUM ($440.6M -> $528.8M). IAPD ↗
$528.8M RAUM · 11 reps · 203-935-0265 · newenglandcapital.com
70
B&C FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($462.3M -> $502.7M). IAPD ↗
$502.7M RAUM · 5 reps · 904-273-9850 · butenskycohen.com
70
M&R CAPITAL MANAGEMENT INC — crossed $500M in regulatory AUM ($454.4M -> $522.3M). IAPD ↗
$522.3M RAUM · 4 reps · 212-584-8999
70
CHATHAM WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($411.4M -> $506.3M). IAPD ↗
$506.3M RAUM · 3 reps · 973-635-4275 · chathamwealth.com
70
WEALTH ADVISORY GROUP, INC. — crossed $500M in regulatory AUM ($483.4M -> $581.2M). IAPD ↗
$581.2M RAUM · 6 reps · 610-225-1000 · wagadvisors.com
70
WEALTH CARE LLC — crossed $500M in regulatory AUM ($479.0M -> $515.8M). IAPD ↗
$515.8M RAUM · 3 reps · 321-543-1099 · wealthcarellc.com
70
WELA FINANCIAL ADVISORY — crossed $500M in regulatory AUM ($458.7M -> $505.8M). IAPD ↗
$505.8M RAUM · 4 reps · 210-530-9599 · welafa.com
70
WEST BRANCH CAPITAL LLC — crossed $500M in regulatory AUM ($435.8M -> $516.4M). IAPD ↗
$516.4M RAUM · 6 reps · 833-888-0534; 413-256-1225
70
CL WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($474.9M -> $532.8M). IAPD ↗
$532.8M RAUM · 43 reps · 212-388-6200 · barbarakice.com
70
ARISTA WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($496.6M -> $621.2M). IAPD ↗
$621.2M RAUM · 5 reps · 702-309-9970
70
WARBURTON CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($498.6M -> $582.2M). IAPD ↗
$582.2M RAUM · 7 reps · 918-794-3000
70
COPPERWYND FINANCIAL — crossed $500M in regulatory AUM ($458.9M -> $530.6M). IAPD ↗
$530.6M RAUM · 5 reps · 480-348-2100
70
THE ITHAKA GROUP, LLC — crossed $500M in regulatory AUM ($449.9M -> $515.2M). IAPD ↗
$515.2M RAUM · 5 reps · 240-395-5000 · ithakagroup.com
70
FREEDOM ADVISORY — crossed $500M in regulatory AUM ($471.9M -> $554.3M). IAPD ↗
$554.3M RAUM · 4 reps · 787-792-3000
70
PEDDOCK CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($495.5M -> $613.5M). IAPD ↗
$613.5M RAUM · 5 reps · (781) 848-0288
70
BALLAST, INC. — crossed $500M in regulatory AUM ($423.4M -> $543.9M). IAPD ↗
$543.9M RAUM · 6 reps · 859-226-0625
70
DARA CAPITAL US, INC. — crossed $500M in regulatory AUM ($440.8M -> $541.7M). IAPD ↗
$541.7M RAUM · 2 reps · 646-779-9760 · daracapital.com
70
PROVIDENCE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($497.2M -> $571.6M). IAPD ↗
$571.6M RAUM · 6 reps · 815-306-2020
70
WEST ADVISORS, INC. — crossed $500M in regulatory AUM ($437.6M -> $501.0M). IAPD ↗
$501.0M RAUM · 1 reps · 317-627-1083
70
SENSIBLE MONEY, LLC — crossed $500M in regulatory AUM ($422.2M -> $515.5M). IAPD ↗
$515.5M RAUM · 10 reps · 480-719-7290
70
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($463.3M -> $538.9M). IAPD ↗
$538.9M RAUM · 6 reps · 217-753-4020 · scewealth.com
70
POWELL INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($475.6M -> $517.9M). IAPD ↗
$517.9M RAUM · 2 reps · 786-470-3480 · powellinvestmentadvisors.com
70
THE PATTEN GROUP, INC. — crossed $500M in regulatory AUM ($450.5M -> $531.3M). IAPD ↗
$531.3M RAUM · 6 reps · 423-531-0360
70
OCCIDENTAL ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($494.4M -> $625.5M). IAPD ↗
$625.5M RAUM · 10 reps · 650-344-1600 · yourmentalwealthadvisors.com
70
GRADIENT CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($457.1M -> $546.4M). IAPD ↗
$546.4M RAUM · 5 reps · 619-255-0700 · gradientcapital.com
70
AUSTIN WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($432.7M -> $568.4M). IAPD ↗
$568.4M RAUM · 9 reps · 512-467-2000
70
CORE WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($411.9M -> $506.4M). IAPD ↗
$506.4M RAUM · 8 reps · 863-904-4745 · guidingyourwealth.com
70
SEVENBRIDGE FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($444.1M -> $552.2M). IAPD ↗
$552.2M RAUM · 3 reps · (717) 775-8661
70
BALBOA WEALTH PARTNERS, INC. — crossed $500M in regulatory AUM ($469.1M -> $661.0M). IAPD ↗
$661.0M RAUM · 21 reps · 949-445-1465
70
SFG WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($441.7M -> $556.3M). IAPD ↗
$556.3M RAUM · 15 reps · 410-825-3200
70
BUCKLEY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($485.2M -> $541.5M). IAPD ↗
$541.5M RAUM · 3 reps · 702-805-1010 · buckleywealth.com
70
BALLAST ADVISORS, LLC — crossed $500M in regulatory AUM ($473.5M -> $512.5M). IAPD ↗
$512.5M RAUM · 5 reps · (651) 478-4644 · ballastadvisors.com
70
WHITAKER-MYERS WEALTH MANAGERS, LTD. — crossed $500M in regulatory AUM ($313.3M -> $513.0M). IAPD ↗
$513.0M RAUM · 11 reps · (330) 345-5000
70
PARISI GRAY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($483.7M -> $574.7M). IAPD ↗
$574.7M RAUM · 2 reps · 973-358-4921
70
RUNNING OAK CAPITAL LLC — crossed $500M in regulatory AUM ($403.9M -> $533.7M). IAPD ↗
$533.7M RAUM · 2 reps · 919-656-3712 · runningoak.com
70
AUTUMN GLORY PARTNERS, LLC — crossed $500M in regulatory AUM ($465.1M -> $505.2M). IAPD ↗
$505.2M RAUM · 1 reps · 214-378-1212 · autumnglorypartners.com
70
COMPASS ADVISORS — crossed $500M in regulatory AUM ($392.3M -> $516.5M). IAPD ↗
$516.5M RAUM · 5 reps · (516) 938-2400 · compassadvisors.com
70
VISHRIA BIRD FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($398.7M -> $509.8M). IAPD ↗
$509.8M RAUM · 6 reps · 901-216-1600 · vbfinancialgroup.com
70
HEIRLOOM WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($352.8M -> $500.4M). IAPD ↗
$500.4M RAUM · 11 reps · 720-328-2877 · heirloomwm.com
70
NEW WORLD ADVISORS LLC — crossed $500M in regulatory AUM ($453.2M -> $548.6M). IAPD ↗
$548.6M RAUM · 3 reps · 781-749-6922
70
RIVERSEDGE ADVISORS — crossed $500M in regulatory AUM ($452.7M -> $594.4M). IAPD ↗
$594.4M RAUM · 14 reps · 302-573-6864
70
BEACON HARBOR WEALTH ADVISORS — crossed $500M in regulatory AUM ($483.5M -> $522.3M). IAPD ↗
$522.3M RAUM · 4 reps · 757-644-4545 · beaconharborwealth.com
70
PLATTE RIVER WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($447.9M -> $544.3M). IAPD ↗
$544.3M RAUM · 3 reps · 720-738-9010 · platteriverwa.com
70
MAYFAIR ADVISORY GROUP, LLC — crossed $500M in regulatory AUM ($280.5M -> $604.4M). IAPD ↗
$604.4M RAUM · 3 reps · (205) 800-4311
70
STORGE — crossed $500M in regulatory AUM ($460.2M -> $568.7M). IAPD ↗
$568.7M RAUM · 2 reps · 3059038354 · storgepartners.com
70
SAXON FINANCIAL GROUP — crossed $500M in regulatory AUM ($446.4M -> $535.0M). IAPD ↗
$535.0M RAUM · 13 reps · 713-425-5340 · saxonfinancialgroup.com
70
FRACTAL INVESTMENTS LLC — crossed $500M in regulatory AUM ($456.8M -> $514.7M). IAPD ↗
$514.7M RAUM · 2 reps · (860) 839-0257 · fractalinvestments.net
70
COGENTBLUE — crossed $500M in regulatory AUM ($105.9M -> $625.8M). IAPD ↗
$625.8M RAUM · 4 reps · 865-309-5892 · cogentbluewealth.com
70
LAKERIDGE WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($456.2M -> $605.8M). IAPD ↗
$605.8M RAUM · 11 reps · (440) 510-1901 · nmswealthmanagement.com
70
SOLIDARITY WEALTH, LLC — crossed $500M in regulatory AUM ($375.5M -> $522.0M). IAPD ↗
$522.0M RAUM · 7 reps · 385-374-1665 · solidaritywealth.com
70
TRIFECTA CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($407.3M -> $567.6M). IAPD ↗
$567.6M RAUM · 1 reps · 1-847-495-2464 · trifectacapitaladvisors.com
70
CORA CAPITAL ADVISORS — crossed $500M in regulatory AUM ($463.4M -> $513.0M). IAPD ↗
$513.0M RAUM · 7 reps · 856-513-8600
70
COMPOUND GLOBAL ADVISORS, LLC — crossed $500M in regulatory AUM ($395.0M -> $599.4M). IAPD ↗
$599.4M RAUM · 1 reps · (206) 432-2899 · compoundglobaladvisors.com
70
BEVERLY HILLS PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($484.0M -> $696.0M). IAPD ↗
$696.0M RAUM · 5 reps · 310-388-3800
70
DODDS WEALTH, LLC — crossed $500M in regulatory AUM ($429.6M -> $541.3M). IAPD ↗
$541.3M RAUM · 7 reps · 303-539-3900 · doddswealth.com
70
DOWNTOWN WEALTH STUDIOS, LLC — crossed $500M in regulatory AUM ($266.3M -> $747.2M). IAPD ↗
$747.2M RAUM · 4 reps · 888-240-2737 · dtwn.co
40
BRANDYWINE FINANCIAL GROUP, INC. — filed an Item 4A succession naming BRANDYWINE FINANCIAL GROUP, INC. (CRD 127344) — an entity change, not a deal. IAPD ↗
$95.5M RAUM · 2 reps · 610-828-1155
40
WARREN CAPITAL GROUP — filed an Item 4A succession naming WARREN CAPITAL GROUP (CRD 137449) — an entity change, not a deal. IAPD ↗
$90.7M RAUM · 4 reps · (202) 550-0120
75
HOLBROOK HOLDINGS, INC. — crossed $1B in regulatory AUM ($954.7M -> $1.55B). IAPD ↗institutional
$1.55B RAUM · 2 reps · 678-400-3980 · holbrookholdings.com
75
BAYESIAN CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($812.3M -> $1.09B). IAPD ↗institutional
$1.09B RAUM · 1 reps · (718) 332-4567 · bayesian.capital
75
IRONSHORE FINANCIAL — crossed $1B in regulatory AUM ($930.5M -> $1.10B). IAPD ↗institutional
$1.10B RAUM · 1 reps · 937-872-4015 · ironshorefinancial.com
75
DB ADVISORY AMERICA, LIMITED(LTD) — crossed $1B in regulatory AUM ($882.0M -> $1.20B). IAPD ↗institutional
$1.20B RAUM · 2 reps · 917-261-798
70
GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($694.5M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 3 reps · 214-720-2060
70
ENTROPY TECHNOLOGIES, LP — crossed $1B in regulatory AUM ($974.7M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 2 reps · 646-706-5703
55
CARSON MANAGEMENT COMPANY, LLC — crossed $500M in regulatory AUM ($477.5M -> $507.2M). IAPD ↗fund
$507.2M RAUM · 4 reps · 214.999.1000 · carsoncapital.com
55
PLACEHOLDER MANAGEMENT, LLC — crossed $500M in regulatory AUM ($439.8M -> $969.9M). IAPD ↗fund
$969.9M RAUM · 3 reps · 9292449167
55
TRUELINK CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($173.6M -> $528.3M). IAPD ↗fund
$528.3M RAUM · 10 reps · 310-736-5853 · truelinkcap.com
40
AUGUST CAPITAL — crossed $500M in regulatory AUM ($432.7M -> $515.9M). IAPD ↗foreign
$515.9M RAUM · 3 reps · 438-792-5161 · augustgroup.com

Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.