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Integration & migration consulting — October 2024

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

21 firms opened this window in the October 2024 SEC roster: 10 aum crossed 1b, 6 aum crossed 500m, 5 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
LVM CAPITAL MANAGEMENT LTD — crossed $1B in regulatory AUM ($974.6M -> $1.18B). IAPD ↗
$1.18B RAUM · 7 reps · 269-321-8120 · lvmcapital.com
85
VISE AI ADVISORS — crossed $1B in regulatory AUM ($637.9M -> $1.07B). IAPD ↗
$1.07B RAUM · 17 reps · 201-375-3969
85
GAMMA INVESTING LLC — crossed $1B in regulatory AUM ($705.4M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 888-585-1755 · gammainvesting.com
70
WESTCHESTER CAPITAL MANAGEMENT INC — crossed $500M in regulatory AUM ($452.5M -> $502.7M). IAPD ↗
$502.7M RAUM · 3 reps · 402-392-2418 · westchestercapital.com
70
WOLF GROUP CAPITAL ADVISORS — crossed $500M in regulatory AUM ($445.9M -> $526.8M). IAPD ↗
$526.8M RAUM · 11 reps · (703) 652-6255
70
COMPASS CAPITAL CORPORATION — crossed $500M in regulatory AUM ($475.5M -> $590.7M). IAPD ↗
$590.7M RAUM · 15 reps · 781-535-6083 · compassfinancialservicesgroup.com
70
ROCKPORT WEALTH ADVISORS — crossed $500M in regulatory AUM ($143.7M -> $513.7M). IAPD ↗
$513.7M RAUM · 9 reps · (216) 226-4560 · jarnoldwealth.com
45
MUTUAL ADVISORS, LLC — filed an Item 4A succession naming MUTUAL ADVISORS, LLC (CRD 167658) — an entity change, not a deal. IAPD ↗
$6.95B RAUM · 132 reps · 307-439-6357 · barberfinancialgroup.com
40
LIFE PLANNING ADVISORS LLC — filed an Item 4A succession naming SIERRA WEALTH GROUP, LLC (CRD 151292) — an entity change, not a deal. IAPD ↗
$133.3M RAUM · 4 reps · 760-918-0304 · lifeplanningadvisors.com
40
UPSTART WEALTH MANAGEMENT, LLC — filed an Item 4A succession naming UPSTART WEALTH MANAGEMENT, LLC (CRD 173728) — an entity change, not a deal. IAPD ↗
$248.0M RAUM · 4 reps · (415) 549-0646
40
CURA WEALTH ADVISORS, LLC — filed an Item 4A succession naming CURA WEALTH ADVISORS, LLC (CRD 332511) — an entity change, not a deal. IAPD ↗
$0 RAUM · 2 reps · 312-608-8806 · curawealth.com
75
INVESTCORP INVESTMENT SOLUTIONS LLC — crossed $1B in regulatory AUM ($356.0M -> $1.11B). IAPD ↗institutional
$1.11B RAUM · 3 reps · 212-599-4700
70
OMNI BRIDGEWAY MANAGEMENT (USA) LLC — crossed $1B in regulatory AUM ($882.8M -> $1.95B). IAPD ↗fund
$1.95B RAUM · 31 reps · 212-488-5331 · omnibridgeway.com
70
ISAM FUNDS (USA) LLC — crossed $1B in regulatory AUM ($259.7M -> $2.11B). IAPD ↗fund
$2.11B RAUM · 4 reps · +1 212 561 1200 · isamfunds.com
60
BRIDGE CAPITAL ADVISORS — crossed $500M in regulatory AUM ($443.0M -> $548.0M). IAPD ↗institutional
$548.0M RAUM · 2 reps · 2813560193 · bridgecapitalglobal.com
55
BRONTE CAPITAL — crossed $1B in regulatory AUM ($970.1M -> $1.18B). IAPD ↗foreign
$1.18B RAUM · 10 reps · + 61 2 9389 3293 · brontecapital.com
55
SANTA LUCIA ASSET MANAGEMENT PTE. LTD. — crossed $1B in regulatory AUM ($927.6M -> $1.09B). IAPD ↗foreign
$1.09B RAUM · 6 reps · 00-65-6513-4104 · slam.com.sg
55
ISAM FUNDS (UK) LIMITED — crossed $1B in regulatory AUM ($259.7M -> $2.11B). IAPD ↗foreign
$2.11B RAUM · 35 reps · 44 207 258 9940 · isamfunds.com
55
AIKYA INVESTMENT MANAGEMENT LIMITED — crossed $1B in regulatory AUM ($172.2M -> $1.58B). IAPD ↗foreign
$1.58B RAUM · 11 reps · +44 20 3965 4392 · aikya.co.uk
55
NEO IVY CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($79.9M -> $989.4M). IAPD ↗fund
$989.4M RAUM · 7 reps · 646-389-9813 · neoivycapital.com
25
ASTEROZOA MANAGEMENT — filed an Item 4A succession naming ASTEROZOA MANAGEMENT (CRD 316870) — an entity change, not a deal. IAPD ↗fund
$106.0M RAUM · 3 reps · 858-692-8461 · asterozoacapital.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.