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Integration & migration consulting — June 2025

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

6 firms opened this window in the June 2025 SEC roster: 2 reorganization, 2 aum crossed 1b, 2 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

40
CHARMARLINE WEALTH MANAGEMENT LLC — filed an Item 4A succession naming LANEVE FINANCIAL GUIDANCE LLC (CRD 152697) — an entity change, not a deal. IAPD ↗
$111.9M RAUM · 1 reps · (434) 455-3036
40
AVENTUS INVESTMENT ADVISORS, INC. — filed an Item 4A succession naming AVENTUS INVESTMENT ADVISORS, INC. (CRD 153390) — an entity change, not a deal. IAPD ↗
$130.4M RAUM · 2 reps · 239-673-0020
75
DEFIANCE ETFS, LLC — crossed $1B in regulatory AUM ($850.0M -> $1.44B). IAPD ↗institutional
$1.44B RAUM · 2 reps · 8333339383
70
GREEN CITIES INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($939.3M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 13 reps · 503-299-6000 · gerdingedlen.com
60
AC FUNDS, LLC — crossed $500M in regulatory AUM ($343.5M -> $578.6M). IAPD ↗institutional
$578.6M RAUM · 1 reps · 201-426-0081 · advisorscapfunds.com
55
ROG VI L.L.C. — crossed $500M in regulatory AUM ($455.2M -> $518.3M). IAPD ↗fund
$518.3M RAUM · 16 reps · 713-874-9000 · riverbendenergygroup.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.