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Integration & migration consulting — December 2025

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

40 firms opened this window in the December 2025 SEC roster: 17 aum crossed 500m, 12 aum crossed 1b, 10 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

90
BLUEDOOR PRIVATE WEALTH, LLC — filed an Item 4A succession naming LIVE OAK FAMILY OFFICES LLC (CRD 141570) — one firm absorbed the other. IAPD ↗
$105.9M RAUM · 4 reps · 781-810-4604 · bluedoorprivate.com
85
NAVELLIER & ASSOCIATES INC — crossed $1B in regulatory AUM ($882.8M -> $1.00B). IAPD ↗
$1.00B RAUM · 2 reps · 775-785-2300 · navellier.com
85
OAKMONT CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($630.6M -> $3.14B). IAPD ↗
$3.14B RAUM · 16 reps · (412) 828-5550 · oakmontcap.com
85
RHAME & GORRELL WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($921.4M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · (832) 789-1100
85
MACERATIO LLC — crossed $1B in regulatory AUM ($123.5M -> $1.10B). IAPD ↗
$1.10B RAUM · 6 reps · 305-398-9010
85
BROOKLYN INVESTMENT GROUP, LLC — crossed $1B in regulatory AUM ($522.7M -> $1.11B). IAPD ↗
$1.11B RAUM · 6 reps · 617-319-7229
85
ALLOCATE MANAGEMENT COMPANY, LLC — crossed $1B in regulatory AUM ($930.6M -> $2.14B). IAPD ↗
$2.14B RAUM · 4 reps · 650-331-4151
85
BBVA GLOBAL WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($523.7M -> $1.21B). IAPD ↗
$1.21B RAUM · 24 reps · 3052057752 · bbvaglobalwealthadvisors.com
85
CONCURRENT ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($32.9M -> $2.48B). IAPD ↗
$2.48B RAUM · 2 reps · 813-575-2652 · concurrentam.com
70
GOOGINS ADVISORS, INC. — crossed $500M in regulatory AUM ($429.1M -> $501.0M). IAPD ↗
$501.0M RAUM · 4 reps · 608 514-1044 · googins.com
70
JAMES T. BORELLO & CO. — crossed $500M in regulatory AUM ($427.4M -> $514.1M). IAPD ↗
$514.1M RAUM · 4 reps · 847-426-0200 · jamestborello.com
70
QUANTUM FINANCIAL ADVISORS INC — crossed $500M in regulatory AUM ($163.7M -> $507.1M). IAPD ↗
$507.1M RAUM · 7 reps · 301-296-6203 · instragram.com
70
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. — crossed $500M in regulatory AUM ($406.1M -> $516.9M). IAPD ↗
$516.9M RAUM · 2 reps · 859-223-6333
70
KEYSTONE GLOBAL PARTNERS LLC — crossed $500M in regulatory AUM ($445.6M -> $504.9M). IAPD ↗
$504.9M RAUM · 2 reps · 646-998-8141
70
TRIUMPH CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($483.4M -> $530.0M). IAPD ↗
$530.0M RAUM · 16 reps · 720-399-5555 · gotostage.com
70
COINBASE ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($87.9M -> $733.7M). IAPD ↗
$733.7M RAUM · 6 reps · (203) 489-1450
70
STENGER FAMILY OFFICE, LLC — crossed $500M in regulatory AUM ($433.4M -> $521.5M). IAPD ↗
$521.5M RAUM · 8 reps · 630-912-8295
70
DIGITAL WEALTH PARTNERS — crossed $500M in regulatory AUM ($368.0M -> $589.0M). IAPD ↗
$589.0M RAUM · 7 reps · 307-396-0295
70
ASCENTIS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($415.8M -> $556.5M). IAPD ↗
$556.5M RAUM · 5 reps · 214-440-3909 · ascentiswealth.com
70
AERIE ADVISORY GROUP LLC — crossed $500M in regulatory AUM ($481.8M -> $742.4M). IAPD ↗
$742.4M RAUM · 3 reps · (253) 209-7425
45
WORLD ADVISORY SERVICES — filed an Item 4A succession naming WORLD ADVISORY SERVICES (CRD 20626) — an entity change, not a deal. IAPD ↗
$1.73B RAUM · 118 reps · 732-758-9300 · buyholdplus.com, http
45
FAMILY MANAGE LLC — filed an Item 4A succession naming FAMILY MANAGEMENT CORPORATION (CRD 104951) — an entity change, not a deal. IAPD ↗
$4.40B RAUM · 20 reps · 212-872-9600
45
WEALTHSPIRE RETIREMENT ADVISORY — filed an Item 4A succession naming WEALTHSPIRE RETIREMENT ADVISORY (CRD 121254) — an entity change, not a deal. IAPD ↗
$118.03B RAUM · 149 reps · 949.460.9898
45
CORNERSTONE PORTFOLIO RESEARCH — filed an Item 4A succession naming CORNERSTONE PORTFOLIO RESEARCH (CRD 315130) — an entity change, not a deal. IAPD ↗
$1.85B RAUM · 5 reps · 484-631-3684
43
IMS CAPITAL MANAGEMENT — filed an Item 4A succession naming IMS CAPITAL MANAGEMENT (CRD 105939) — an entity change, not a deal. IAPD ↗
$406.9M RAUM · 6 reps · 503-788-4200
43
PINNACLE WEALTH ADVISORS — filed an Item 4A succession naming PINNACLE WEALTH ADVISORS (CRD 117517) — an entity change, not a deal. IAPD ↗
$461.4M RAUM · 9 reps · 503-654-5100 · thinkpinnacle.com.
40
ALERE PLANNING LLC — filed an Item 4A succession naming ALERE PLANNING LLC (CRD 286121) — an entity change, not a deal. IAPD ↗
$184.2M RAUM · 2 reps · 410-252-0088 · alereplanning.com
75
PNC STEEL CITY ADVISORS, LLC — crossed $1B in regulatory AUM ($665.5M -> $1.70B). IAPD ↗institutional
$1.70B RAUM · 15 reps · 312-454-2922
75
REX ADVISERS, LLC — crossed $1B in regulatory AUM ($774.9M -> $1.23B). IAPD ↗institutional
$1.23B RAUM · 3 reps · 203-557-6201
70
REVOLVERCAP MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($924.3M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 4 reps · 646-688-0496 · revolvercappartners.com
60
SEYMOUR ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($382.2M -> $761.7M). IAPD ↗institutional
$761.7M RAUM · 1 reps · 2123414030 · seymouram.com
60
THEMES MANAGEMENT COMPANY LLC — crossed $500M in regulatory AUM ($58.4M -> $844.5M). IAPD ↗institutional
$844.5M RAUM · 3 reps · 6462061788 · themesetfs.com
60
SMA CAPITAL LLC — crossed $500M in regulatory AUM ($314.4M -> $518.0M). IAPD ↗institutional
$518.0M RAUM · 7 reps · (860) 839-0074 · smacap.com
55
REGENTS GATE CAPITAL LLP — crossed $1B in regulatory AUM ($783.1M -> $1.06B). IAPD ↗foreign
$1.06B RAUM · 4 reps · +44(0)2038394680 · regentsgatecapital.com
55
MAC ALPHA CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($195.6M -> $764.3M). IAPD ↗fund
$764.3M RAUM · 4 reps · 813-556-9704
55
SADDLE POINT MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($6.6M -> $857.6M). IAPD ↗fund
$857.6M RAUM · 3 reps · 212-951-1223
40
GOODREID INVESTMENT COUNSEL CORP. — crossed $500M in regulatory AUM ($458.4M -> $544.1M). IAPD ↗foreign
$544.1M RAUM · 7 reps · (416) 364-0890 · goodreid.com
15
INVESCO MANAGEMENT S.A. — filed an Item 4A succession naming INVESCO ASSET MANAGEMENT DEUTSCHLAND GMBH (CRD 143238) — an entity change, not a deal. IAPD ↗foreign
$42.57B RAUM · 33 reps · +32 2 641 0170
15
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED — filed an Item 4A succession naming GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED (CRD 281555) — an entity change, not a deal. IAPD ↗foreign
$15.30B RAUM · 22 reps · 65 6597 6680 · gordian-capital.com
15
GORDIAN CAPITAL JAPAN LIMITED — filed an Item 4A succession naming GORDIAN CAPITAL JAPAN LIMITED (CRD 309108) — an entity change, not a deal. IAPD ↗foreign
$1.26B RAUM · 11 reps · +81 3-4520-2323

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.