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Integration & migration consulting — January 2026

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

22 firms opened this window in the January 2026 SEC roster: 10 aum crossed 500m, 7 aum crossed 1b, 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

70
FIRST WASHINGTON CORPORATION — crossed $500M in regulatory AUM ($427.5M -> $501.2M). IAPD ↗
$501.2M RAUM · 3 reps · 206-624-8320 · first-wash.com
70
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC — crossed $500M in regulatory AUM ($456.4M -> $668.6M). IAPD ↗
$668.6M RAUM · 32 reps · 763-923-2270 · oakridgefinancial.com
70
HINDS FINANCIAL GROUP INC — crossed $500M in regulatory AUM ($496.1M -> $536.9M). IAPD ↗
$536.9M RAUM · 5 reps · 303-985-9889 · cccandc.com
70
AZIMUT INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($447.0M -> $639.1M). IAPD ↗
$639.1M RAUM · 8 reps · 786 866 3700
70
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($469.1M -> $523.4M). IAPD ↗
$523.4M RAUM · 1 reps · 1-800-920-9722 · financialgravityassetmanagement.com
70
MONEX ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($386.3M -> $556.8M). IAPD ↗
$556.8M RAUM · 14 reps · 713-877-8234 · monexsec.com
70
ATLAS ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($334.0M -> $700.6M). IAPD ↗
$700.6M RAUM · 2 reps · 787 781-1301 · atlasam.com
70
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC — crossed $500M in regulatory AUM ($467.2M -> $590.5M). IAPD ↗
$590.5M RAUM · 16 reps · 800-588-3893
70
FRANKLIN MANAGED OPTIONS STRATEGIES, LLC — crossed $500M in regulatory AUM ($447.4M -> $972.5M). IAPD ↗
$972.5M RAUM · 3 reps · (888) 865-7268 · franklintempleton.com
45
GREENWOOD GEARHART, LLC — filed an Item 4A succession naming GREENWOOD GEARHART INC. (CRD 110379) — an entity change, not a deal. IAPD ↗
$1.64B RAUM · 11 reps · 479-521-5353
45
FUTURE CAPITAL — filed an Item 4A succession naming FUTURE CAPITAL (CRD 119081) — an entity change, not a deal. IAPD ↗
$1.03B RAUM · 2 reps · 423-648-1876 · futurecapital.com
43
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC — filed an Item 4A succession naming ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. (CRD 126685) — an entity change, not a deal. IAPD ↗
$464.3M RAUM · 3 reps · 516-887-4433
75
RCM GA MANAGER LLC — crossed $1B in regulatory AUM ($977.3M -> $1.27B). IAPD ↗institutional
$1.27B RAUM · 10 reps · 212-850-7770 · rithmcap.com
70
LEXINGTON ADVISORS LLC — crossed $1B in regulatory AUM ($243.3M -> $2.66B). IAPD ↗fund
$2.66B RAUM · 165 reps · 212-754-0411
70
PINEGROVE ADVISER LLC — crossed $1B in regulatory AUM ($816.0M -> $2.05B). IAPD ↗fund
$2.05B RAUM · 12 reps · 626-676-0710 · pinegrove.vc
70
ADVANTAGE CAPITAL — crossed $1B in regulatory AUM ($789.9M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 95 reps · 504-522-4850
70
ZANBATO ADVISORS LLC — crossed $1B in regulatory AUM ($506.9M -> $2.08B). IAPD ↗fund
$2.08B RAUM · 3 reps · 866-926-2286 · zanbato.com
70
LORD ABBETT PRIVATE CREDIT ADVISOR LLC — crossed $1B in regulatory AUM ($844.7M -> $1.28B). IAPD ↗fund
$1.28B RAUM · 191 reps · 201-827-2000 · lordabbett.com
55
1832 ASSET MANAGEMENT U.S. INC. — crossed $1B in regulatory AUM ($922.3M -> $1.43B). IAPD ↗foreign
$1.43B RAUM · 113 reps · 416-840-7986
55
THACKERAY PARTNERS — crossed $500M in regulatory AUM ($309.4M -> $555.3M). IAPD ↗fund
$555.3M RAUM · 11 reps · 214-360-7830 · thackeraypartners.com
30
MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. — filed an Item 4A succession naming FRONTEGRA ASSET MANAGEMENT INC (CRD 107420) — an entity change, not a deal. IAPD ↗institutional
$119.3M RAUM · 3 reps · 847-509-9860 · us.magellaninvestmentpartners.com
25
SQUARE NINE CAPITAL, LP — filed an Item 4A succession naming SQUARE NINE CAPITAL, LP (CRD 336297) — an entity change, not a deal. IAPD ↗fund
$181.5M RAUM · 5 reps · 818-254-7459

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.