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Integration & migration consulting — February 2025

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

45 firms opened this window in the February 2025 SEC roster: 25 aum crossed 500m, 11 aum crossed 1b, 8 reorganization, 1 acquisition.

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

95
GCM GROSVENOR L.P. — filed an Item 4A succession naming GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. (CRD 169155) — one firm absorbed the other. IAPD ↗
$82.44B RAUM · 159 reps · 312-506-6500
85
PARTHENON LLC — crossed $1B in regulatory AUM ($993.9M -> $1.12B). IAPD ↗
$1.12B RAUM · 5 reps · 502-327-5660 · parthenonllc.com
85
IMA ADVISORY SERVICES, INC. — crossed $1B in regulatory AUM ($911.6M -> $2.66B). IAPD ↗
$2.66B RAUM · 31 reps · 316-266-6574
85
KEB WEALTH ADVISORS — crossed $1B in regulatory AUM ($933.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 13 reps · (217) 789-0960 · kebcpa.com
85
HEMINGTON WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($894.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 10 reps · 703-828-2479 · hemingtonwm.com
85
ONE WEALTH MAP, LLC — crossed $1B in regulatory AUM ($230.0M -> $1.10B). IAPD ↗
$1.10B RAUM · 5 reps · 702-470-2660
85
ONE DAY IN JULY LLC — crossed $1B in regulatory AUM ($797.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 10 reps · (802) 503-8280 · eventbrite.com
85
MILAGRE WEALTH MANAGEMENT, INC. — crossed $1B in regulatory AUM ($83.8M -> $11.45B). IAPD ↗
$11.45B RAUM · 1 reps · 914-437-8066 · milagrewealth.com
85
CHEMISTRY WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($846.8M -> $1.03B). IAPD ↗
$1.03B RAUM · 6 reps · (212) 970-8900
85
SAVVY — crossed $1B in regulatory AUM ($401.3M -> $1.30B). IAPD ↗
$1.30B RAUM · 52 reps · 833-745-6789
85
FIDELIS CAPITAL — crossed $1B in regulatory AUM ($917.2M -> $1.68B). IAPD ↗
$1.68B RAUM · 12 reps · 813-934-6246
70
WEBER ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($473.1M -> $582.9M). IAPD ↗
$582.9M RAUM · 6 reps · 516-326-3299 · weberasset.com
70
CORNERSTONE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($421.0M -> $543.6M). IAPD ↗
$543.6M RAUM · 4 reps · 440-899-4000 · fee-onlyadvisor.com
70
AMERICA FIRST INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($476.0M -> $593.8M). IAPD ↗
$593.8M RAUM · 7 reps · 402-991-3388
70
ESSEX LLC — crossed $500M in regulatory AUM ($474.3M -> $563.1M). IAPD ↗
$563.1M RAUM · 7 reps · 847-777-7800
70
CAMBRIDGE FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($468.7M -> $538.9M). IAPD ↗
$538.9M RAUM · 5 reps · 520-531-0550 · cambridgefinancialgroup.com
70
TANGLEWOOD LEGACY ADVISORS, LLC — crossed $500M in regulatory AUM ($464.3M -> $562.1M). IAPD ↗
$562.1M RAUM · 4 reps · 713-599-4999
70
STEFFES FINANCIAL, LTD — crossed $500M in regulatory AUM ($495.2M -> $537.1M). IAPD ↗
$537.1M RAUM · 3 reps · 913-722-1111 · steffesfinancial.com
70
COLLABORATIVE WEALTH — crossed $500M in regulatory AUM ($463.6M -> $564.0M). IAPD ↗
$564.0M RAUM · 9 reps · 407-792-3336
70
THE MARSHALL FINANCIAL GROUP LLC — crossed $500M in regulatory AUM ($468.7M -> $593.0M). IAPD ↗
$593.0M RAUM · 10 reps · (410) 563-1190 · marshallfinancialgroup.com
70
INTEGRAL WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($497.1M -> $535.8M). IAPD ↗
$535.8M RAUM · 5 reps · 209-633-3101
70
MTM FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($488.2M -> $620.7M). IAPD ↗
$620.7M RAUM · 8 reps · 610-746-7007
70
ATWATER MALICK — crossed $500M in regulatory AUM ($481.6M -> $586.6M). IAPD ↗
$586.6M RAUM · 2 reps · (717) 400-1505 · atwatermalick.com
70
H FINANCIAL MANAGEMENT — crossed $500M in regulatory AUM ($460.2M -> $533.8M). IAPD ↗
$533.8M RAUM · 5 reps · 724-745-9406 · hfinancialmanagement.com
70
TRUNORTH CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($415.3M -> $530.6M). IAPD ↗
$530.6M RAUM · 4 reps · 8774690446 · trunorthcapital.com
70
GOALVEST ADVISORY LLC — crossed $500M in regulatory AUM ($463.4M -> $675.1M). IAPD ↗
$675.1M RAUM · 5 reps · (917) 215-6141
70
VISTA INVESTMENT PARTNERS LLC — crossed $500M in regulatory AUM ($474.5M -> $541.0M). IAPD ↗
$541.0M RAUM · 5 reps · 405-608-5390
70
SOUTHERN CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($414.5M -> $514.9M). IAPD ↗
$514.9M RAUM · 6 reps · 731-265-6812 · southernadvisor.com
70
QP WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($222.1M -> $534.5M). IAPD ↗
$534.5M RAUM · 5 reps · 732-526-2701 · qpwealthmanagement.com
70
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES — crossed $500M in regulatory AUM ($459.8M -> $566.7M). IAPD ↗
$566.7M RAUM · 10 reps · 952-937-9423 · wealthgroup.com
70
KENNEDY INVESTMENT GROUP — crossed $500M in regulatory AUM ($468.7M -> $545.4M). IAPD ↗
$545.4M RAUM · 5 reps · 856-853-0400
70
ROCKLINE WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($477.5M -> $631.7M). IAPD ↗
$631.7M RAUM · 5 reps · 516-605-1624
70
VICTORY FINANCIAL — crossed $500M in regulatory AUM ($288.8M -> $687.6M). IAPD ↗
$687.6M RAUM · 34 reps · (512) 763-7671 · victoryfinancialgroup.com
70
IMPACT CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($437.1M -> $528.0M). IAPD ↗
$528.0M RAUM · 5 reps · 888-304-6722 · impactcapitalpartners.com
43
CEDRUS — filed an Item 4A succession naming CEDRUS (CRD 312878) — an entity change, not a deal. IAPD ↗
$651.1M RAUM · 17 reps · 720-724-2170 · cedrusfinancial.com
40
BAY CAPITAL ADVISORS, LLC — filed an Item 4A succession naming BAY CAPITAL ADVISORS, LLC (CRD 140796) — an entity change, not a deal. IAPD ↗
$195.9M RAUM · 4 reps · 757-816-0967 · baycapitaladvice.com
40
CABLE CAR CAPITAL, LP — filed an Item 4A succession naming CABLE CAR CAPITAL LLC (CRD 169234) — an entity change, not a deal. IAPD ↗
$198.0M RAUM · 2 reps · 415-857-1965 · cablecarcapital.com
40
KENNEDY WEALTH & TAX MANAGEMENT, LLC — filed an Item 4A succession naming KENNEDY WEALTH AND TAX MANAGEMENT, INC. (CRD 172394) — an entity change, not a deal. IAPD ↗
$191.8M RAUM · 1 reps · (203) 264-1200
40
DOLAN CAPITAL ADVISORS, LLC — filed an Item 4A succession naming DOLAN FAMILY, INC. (CRD 269886) — an entity change, not a deal. IAPD ↗
$127.2M RAUM · 2 reps · (704) 887-4969
40
MISSION FINANCIAL GROUP, LLC — filed an Item 4A succession naming MISSION FINANCIAL GROUP, LLC (CRD 311876) — an entity change, not a deal. IAPD ↗
$232.8M RAUM · 5 reps · 808-445-9965
75
LEADER CAPITAL CORP. — crossed $1B in regulatory AUM ($522.8M -> $1.14B). IAPD ↗institutional
$1.14B RAUM · 2 reps · 503-294-1010 · leadercapital.com
60
BROOKSTONE ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($384.9M -> $507.6M). IAPD ↗institutional
$507.6M RAUM · 4 reps · 630-653-1400 · formulafoliofunds.com
60
WHEELER RETIREMENT PLANS LLC — crossed $500M in regulatory AUM ($313.0M -> $520.0M). IAPD ↗institutional
$520.0M RAUM · 1 reps · 218-336-8524 · wheelerrp.com
35
CAXTON ASSOCIATES (USA) LLC — filed an Item 4A succession naming CAXTON ASSOCIATES LP (CRD 132823) — an entity change, not a deal. IAPD ↗institutional
$4.18B RAUM · 12 reps · 212 593-7700 · caxton.com
30
SHOREVIEW INDUSTRIES II, LLC — filed an Item 4A succession naming SHOREVIEW INDUSTRIES II, LLC (CRD 156686) — an entity change, not a deal. IAPD ↗fund
$1.06B RAUM · 14 reps · 612-436-4280 · shoreview.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.