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Integration & migration consulting — May 2024

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

14 firms opened this window in the May 2024 SEC roster: 6 aum crossed 1b, 5 reorganization, 3 aum crossed 500m.

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
MONTEREY PRIVATE WEALTH, INC. — crossed $1B in regulatory AUM ($965.9M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · (831) 372-3426
85
PINKERTON RETIREMENT SPECIALISTS, LLC — crossed $1B in regulatory AUM ($945.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 12 reps · 800-634-2008 · pinkertonretirement.com
85
REVOLVE WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($837.6M -> $1.04B). IAPD ↗
$1.04B RAUM · 13 reps · 201-373-2163
70
ARQ WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($466.2M -> $520.1M). IAPD ↗
$520.1M RAUM · 6 reps · 480-214-9572
70
SAN LUIS WEALTH ADVISORS — crossed $500M in regulatory AUM ($97.2M -> $561.1M). IAPD ↗
$561.1M RAUM · 4 reps · 805-810-0002 · sanluiswealth.com
45
UBS ASSET MANAGEMENT (AMERICAS) LLC — filed an Item 4A succession naming UBS ASSET MANAGEMENT (AMERICAS) INC. (CRD 106838) — an entity change, not a deal. IAPD ↗
$367.88B RAUM · 216 reps · 212-821-3000 · ubs.com
40
INTENTIONAL WEALTH STRATEGIES — filed an Item 4A succession naming INTENTIONAL WEALTH STRATEGIES (CRD 327743) — an entity change, not a deal. IAPD ↗
$122.8M RAUM · 2 reps · 719-694-8002 · intentionalwealth.com
70
ZWEIG-DIMENNA ASSOCIATES LLC — crossed $1B in regulatory AUM ($990.6M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 14 reps · 212-451-1100 · zweig-dimenna.com
70
GOLDEN BELL PARTNERS, LLC — crossed $1B in regulatory AUM ($993.2M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 1 reps · 650-796-8659 · goldenbellpartners.com
70
FS STRUCTURED PRODUCTS ADVISOR, LLC — crossed $1B in regulatory AUM ($979.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 16 reps · 215-220-6651 · fskkradvisor.com
40
BROOKLANDS — crossed $500M in regulatory AUM ($160.3M -> $633.5M). IAPD ↗foreign
$633.5M RAUM · 2 reps · 44 (0)20 7291 8166 · brooklandsfund.com
30
FAIRVIEW CAPITAL PARTNERS, INC. — filed an Item 4A succession naming FAIRVIEW CAPITAL PARTNERS, INC. (CRD 161258) — an entity change, not a deal. IAPD ↗fund
$2.68B RAUM · 12 reps · 860-674-8066
28
THE MAGNOLIA GROUP, LLC — filed an Item 4A succession naming THE MAGNOLIA GROUP, LLC (CRD 171102) — an entity change, not a deal. IAPD ↗fund
$783.6M RAUM · 2 reps · 402-509-8456
25
STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC — filed an Item 4A succession naming STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC (CRD 311846) — an entity change, not a deal. IAPD ↗fund
$105.5M RAUM · 3 reps · 214-845-7254 · stratos.xyz

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.