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Integration & migration consulting — August 2024

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

19 firms opened this window in the August 2024 SEC roster: 7 reorganization, 6 aum crossed 1b, 6 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
J. L. BAINBRIDGE & CO., INC. — crossed $1B in regulatory AUM ($963.5M -> $1.11B). IAPD ↗
$1.11B RAUM · 4 reps · 941-365-3435
85
FALCON WEALTH PLANNING, INC. — crossed $1B in regulatory AUM ($825.8M -> $1.02B). IAPD ↗
$1.02B RAUM · 18 reps · 855-963-2526
85
SEASONS OF ADVICE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($931.8M -> $1.03B). IAPD ↗
$1.03B RAUM · 12 reps · 212-977-3111 · soaplanning.com
70
DASH INVESTMENTS — crossed $500M in regulatory AUM ($427.1M -> $501.2M). IAPD ↗
$501.2M RAUM · 5 reps · 800-549-3227
70
PGI WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($211.1M -> $934.4M). IAPD ↗
$934.4M RAUM · 7 reps · (888) 493-9022
70
SINGER WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($424.6M -> $502.9M). IAPD ↗
$502.9M RAUM · 10 reps · 561-998-9985
45
RODGERS & ASSOCIATES — filed an Item 4A succession naming RODGERS & ASSOCIATES (CRD 121700) — an entity change, not a deal. IAPD ↗
$1.34B RAUM · 12 reps · 717-560-3800
43
FINANCIAL COUNCIL, LLC — filed an Item 4A succession naming FINANCIAL COUNCIL, LLC (CRD 110748) — an entity change, not a deal. IAPD ↗
$959.4M RAUM · 7 reps · 410-821-9200 · financialcouncil.com
40
MICHAEL J. PORRO & CO. FINANCIAL ADVISOR INC — filed an Item 4A succession naming MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, LLC (CRD 125584) — an entity change, not a deal. IAPD ↗
$119.6M RAUM · 2 reps · 201-768-0218 · porrofinancialadvisors.com
40
FINLEY FINANCIAL, LLC — filed an Item 4A succession naming FINLEY FINANCIAL, LLC (CRD 131442) — an entity change, not a deal. IAPD ↗
$176.0M RAUM · 1 reps · 503-474-3535 · finleyfinancial.com
40
INVEST CAPITAL PARTNERS — filed an Item 4A succession naming INVEST CAPITAL PARTNERS (CRD 287987) — an entity change, not a deal. IAPD ↗
$144.5M RAUM · 7 reps · 937-557-3200 · mwm.financial
40
CODEX CAPITAL ASSET MANAGEMENT, L.L.C. — filed an Item 4A succession naming CODEX CAPITAL, L.L.C. (CRD 309373) — an entity change, not a deal. IAPD ↗
$195.5M RAUM · 1 reps · 917-595-7500
75
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC — crossed $1B in regulatory AUM ($644.7M -> $7.73B). IAPD ↗institutional
$7.73B RAUM · 41 reps · 303-333-7770 · hyasgroup.com
70
ARLON ADVISOR LLC — crossed $1B in regulatory AUM ($955.4M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 22 reps · 212-207-5200
70
HM INTERNATIONAL L.L.C. — crossed $1B in regulatory AUM ($809.9M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 4 reps · 918-664-1914 · hmintl.com
60
DRI CAPITAL (US), INC. — crossed $500M in regulatory AUM ($368.4M -> $551.7M). IAPD ↗institutional
$551.7M RAUM · 3 reps · 908-577-2968
55
RIVO ALTO CAPITAL FUNDING LLC — crossed $500M in regulatory AUM ($12.1M -> $660.3M). IAPD ↗fund
$660.3M RAUM · 2 reps · 305-512-1124 · rivoalto.com
55
BAILLIE GIFFORD INTERNATIONAL LLC — crossed $500M in regulatory AUM ($351.0M -> $678.0M). IAPD ↗fund
$678.0M RAUM · 3 reps · (212) 319 4633
15
ALATUS CAPITAL LLC — filed an Item 4A succession naming ALATUS CAPITAL LTD (CRD 281625) — an entity change, not a deal. IAPD ↗foreign
$2.04B RAUM · 6 reps · 41 22 735 00 11

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.