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Integration & migration consulting — February 2026

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

65 firms opened this window in the February 2026 SEC roster: 34 aum crossed 500m, 16 aum crossed 1b, 15 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
RANDOLPH CO INC — crossed $1B in regulatory AUM ($940.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 2 reps · (513) 891-7144 · therandolphcompany.com
85
FINANCIAL CONSULATE — crossed $1B in regulatory AUM ($930.0M -> $1.10B). IAPD ↗
$1.10B RAUM · 13 reps · 410-823-7283 · financialphysical.com
85
FPL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($885.2M -> $1.08B). IAPD ↗
$1.08B RAUM · 3 reps · 504-828-1969
85
WHALEROCK POINT PARTNERS, LLC — crossed $1B in regulatory AUM ($757.4M -> $1.04B). IAPD ↗
$1.04B RAUM · 4 reps · 401-228-7799 · wrpoint.com
85
KING WEALTH MANAGEMENT GROUP, LLC — crossed $1B in regulatory AUM ($931.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 8 reps · 518-306-5640 · kingwealthmanagementgroup.com
85
RPG INVESTMENT ADVISORY, LLC — crossed $1B in regulatory AUM ($858.5M -> $1.04B). IAPD ↗
$1.04B RAUM · 2 reps · (925) 384-0071 · rpgadvisory.com
85
WEST PACES ADVISORS, INC. — crossed $1B in regulatory AUM ($927.9M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · (404) 478-3030
85
AERODIGM WEALTH LLC — crossed $1B in regulatory AUM ($819.9M -> $1.46B). IAPD ↗
$1.46B RAUM · 5 reps · (503) 697-4118 · delapwa.com
85
BALBOA WEALTH PARTNERS, INC. — crossed $1B in regulatory AUM ($804.8M -> $1.04B). IAPD ↗
$1.04B RAUM · 23 reps · 949-445-1465
85
OBSIDIAN CIO, LLC — crossed $1B in regulatory AUM ($964.5M -> $1.28B). IAPD ↗
$1.28B RAUM · 4 reps · 917-403-2622 · obsidiancio.com
85
ASCENTIS INDEPENDENT ADVISORS, LLC — crossed $1B in regulatory AUM ($880.4M -> $1.65B). IAPD ↗
$1.65B RAUM · 25 reps · 866-273-1563 · marshallwealthadvisors.com
85
GREAT HILL CAPITAL, LLC — crossed $1B in regulatory AUM ($631.8M -> $1.01B). IAPD ↗
$1.01B RAUM · 1 reps · 212-951-1478
85
INDIVISIBLE PARTNERS — crossed $1B in regulatory AUM ($421.3M -> $1.55B). IAPD ↗
$1.55B RAUM · 3 reps · 732-306-5490 · linkedin.company
85
MATAURO, LLC — crossed $1B in regulatory AUM ($703.1M -> $1.05B). IAPD ↗
$1.05B RAUM · 10 reps · 845-273-6211 · matauro.com
70
FINANCIAL DESIGNS CORPORATION — crossed $500M in regulatory AUM ($454.5M -> $507.9M). IAPD ↗
$507.9M RAUM · 3 reps · 909-626-1642
70
JACKSON, GRANT INVESTMENT ADVISERS, INC. — crossed $500M in regulatory AUM ($499.0M -> $577.7M). IAPD ↗
$577.7M RAUM · 4 reps · 203-322-1198 · jacksongrant.us
70
FINANCIAL CONNECTIONS GROUP, INC. — crossed $500M in regulatory AUM ($480.8M -> $624.6M). IAPD ↗
$624.6M RAUM · 3 reps · 415-924-1091
70
BGM WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($433.3M -> $517.5M). IAPD ↗
$517.5M RAUM · 5 reps · 952-844-2500
70
VOISARD ASSET MANAGEMENT GROUP — crossed $500M in regulatory AUM ($490.2M -> $589.4M). IAPD ↗
$589.4M RAUM · 6 reps · 616-988-5778
70
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($389.2M -> $524.4M). IAPD ↗
$524.4M RAUM · 6 reps · 847-247-8959
70
FINANCIAL & TAX ARCHITECTS, LLC — crossed $500M in regulatory AUM ($443.0M -> $506.2M). IAPD ↗
$506.2M RAUM · 40 reps · 314-858-1122 · summitretirementplanning.com
70
BCR WEALTH STRATEGIES — crossed $500M in regulatory AUM ($404.5M -> $528.1M). IAPD ↗
$528.1M RAUM · 7 reps · 205-298-1234
70
ABSOLUTE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($472.5M -> $554.0M). IAPD ↗
$554.0M RAUM · 2 reps · 412-388-1600 · abscapfunds.com
70
REIFY WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($445.5M -> $524.4M). IAPD ↗
$524.4M RAUM · 11 reps · 317-872-5090
70
GREENBUSH FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($498.2M -> $616.5M). IAPD ↗
$616.5M RAUM · 3 reps · 518-477-6686
70
QP CONSULTING — crossed $500M in regulatory AUM ($497.9M -> $559.6M). IAPD ↗
$559.6M RAUM · 1 reps · 301-326-1521 · qp-consulting.com
70
TWELE CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($484.4M -> $578.5M). IAPD ↗
$578.5M RAUM · 3 reps · 952 887 9253
70
PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC — crossed $500M in regulatory AUM ($498.8M -> $598.7M). IAPD ↗
$598.7M RAUM · 8 reps · 831-622-9600 · praetorianguard.biz
70
LIFESTYLE ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($399.2M -> $571.2M). IAPD ↗
$571.2M RAUM · 13 reps · 281-612-2035 · lsaminc.com
70
TWENTY-FIRST TAILORED SOLUTIONS, INC. — crossed $500M in regulatory AUM ($450.2M -> $515.3M). IAPD ↗
$515.3M RAUM · 1 reps · 914-589-6152
70
DEFENDER CAPITAL — crossed $500M in regulatory AUM ($442.0M -> $510.0M). IAPD ↗
$510.0M RAUM · 2 reps · 704-373-1716
70
BOYUM WEALTH ARCHITECTS LLC — crossed $500M in regulatory AUM ($316.2M -> $564.0M). IAPD ↗
$564.0M RAUM · 9 reps · 651-289-6444 · myboyum.com
70
NAVIGATE PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($462.6M -> $529.2M). IAPD ↗
$529.2M RAUM · 7 reps · 801-676-4588 · navigateprivatewealth.com
70
ZURAW FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($444.1M -> $504.4M). IAPD ↗
$504.4M RAUM · 1 reps · 336. 290 7062 EXT 101
70
FINANCIAL FOCUS LLC — crossed $500M in regulatory AUM ($453.0M -> $800.0M). IAPD ↗
$800.0M RAUM · 5 reps · 760-431-3040 · financialfocusllc.com
70
SGH WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($453.7M -> $561.8M). IAPD ↗
$561.8M RAUM · 6 reps · (248) 731-0029
70
XYPN INVEST — crossed $500M in regulatory AUM ($321.0M -> $881.5M). IAPD ↗
$881.5M RAUM · 34 reps · (360) 301-7579 · onyxfn.com
70
O'KEEFE STEVENS ADVISORY, INC. — crossed $500M in regulatory AUM ($424.9M -> $585.6M). IAPD ↗
$585.6M RAUM · 4 reps · 585-340-6538 · okeefestevens.com
70
MATHESON & ROCK WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($435.0M -> $530.0M). IAPD ↗
$530.0M RAUM · 3 reps · 800-682-3937
70
BENEFIT FIDUCIARY GROUP LLC — crossed $500M in regulatory AUM ($466.6M -> $529.4M). IAPD ↗
$529.4M RAUM · 2 reps · 804-457-2309
70
ABLE WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($322.1M -> $579.5M). IAPD ↗
$579.5M RAUM · 6 reps · 212-634-7842
70
SAGE ADVISORS, LLC — crossed $500M in regulatory AUM ($482.4M -> $575.1M). IAPD ↗
$575.1M RAUM · 4 reps · 206-516-7991 · sageadvisorsllc.com
70
EDGEROCK WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($470.5M -> $578.9M). IAPD ↗
$578.9M RAUM · 13 reps · 303.780.7350
70
25 FINANCIAL — crossed $500M in regulatory AUM ($415.0M -> $545.0M). IAPD ↗
$545.0M RAUM · 8 reps · 314-530-2858 · 25financial.com
70
MARIDEA WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($469.2M -> $958.7M). IAPD ↗
$958.7M RAUM · 15 reps · 347-289-5227 · marideawealth.com
45
LEGACY WEALTH MANAGEMENT INC — filed an Item 4A succession naming LEGACY WEALTH MANAGEMENT INC (CRD 108619) — an entity change, not a deal. IAPD ↗
$2.36B RAUM · 14 reps · 901-758-9006
45
XPONANCE LLC — filed an Item 4A succession naming XPONANCE, INC. (CRD 111126) — an entity change, not a deal. IAPD ↗
$20.49B RAUM · 15 reps · 215-567-1100
45
TOLLESON PRIVATE WEALTH MANAGEMENT — filed an Item 4A succession naming TOLLESON PRIVATE WEALTH MANAGEMENT (CRD 111838) — an entity change, not a deal. IAPD ↗
$8.76B RAUM · 76 reps · 214-252-3250
45
EJF CAPITAL LP — filed an Item 4A succession naming EJF CAPITAL LP (CRD 138854) — an entity change, not a deal. IAPD ↗
$6.51B RAUM · 20 reps · 703-997-5728 · ejfi.com
45
AERODIGM WEALTH LLC — filed an Item 4A succession naming DELAP WEALTH ADVISORY, LLC (CRD 282312) — an entity change, not a deal. IAPD ↗
$1.46B RAUM · 5 reps · (503) 697-4118 · delapwa.com
45
MARTEL WEALTH ADVISORS, LLC — filed an Item 4A succession naming MARTEL WEALTH ADVISORS INC (CRD 296896) — an entity change, not a deal. IAPD ↗
$1.46B RAUM · 12 reps · 360-694-9940
43
HAMEL ASSOCIATES,INC. — filed an Item 4A succession naming HAMEL ASSOCIATES,INC. (CRD 107128) — an entity change, not a deal. IAPD ↗
$514.6M RAUM · 5 reps · 973-665-1400 · hamelassociatesinc.com
43
PARK PLACE CAPITAL CORPORATION — filed an Item 4A succession naming PARK PLACE CAPITAL CORPORATION (CRD 107952) — an entity change, not a deal. IAPD ↗
$724.0M RAUM · 5 reps · 800-459-9084 · nashcap.com
43
E & G ADVISORS, LLC — filed an Item 4A succession naming E & G ADVISORS, LP (CRD 130550) — an entity change, not a deal. IAPD ↗
$706.9M RAUM · 4 reps · 713-880-5819 · eandgadvisors.com
40
ROYAL PALMS CAPITAL, LLC — filed an Item 4A succession naming ROYAL PALMS CAPITAL, LLC (CRD 135304) — an entity change, not a deal. IAPD ↗
$101.1M RAUM · 1 reps · 310 265-5939 · royalpalmscapital.com
40
NIERENBERG INVESTMENT MANAGEMENT COMPANY, LLC — filed an Item 4A succession naming NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. (CRD 155416) — an entity change, not a deal. IAPD ↗
$204.3M RAUM · 3 reps · 360-604-8600 · d3familyfunds.com
40
CALIXTO GLOBAL PARTNERS LLC — filed an Item 4A succession naming CALIXTO GLOBAL INVESTORS, LP (CRD 171687) — an entity change, not a deal. IAPD ↗
$55.8M RAUM · 2 reps · 305-602-3400
70
ALBION RIVER — crossed $1B in regulatory AUM ($726.3M -> $2.06B). IAPD ↗fund
$2.06B RAUM · 4 reps · +1 (571) 321-5328 · albionriver.com
60
HUSSMAN STRATEGIC ADVISORS INC — crossed $500M in regulatory AUM ($497.3M -> $617.4M). IAPD ↗institutional
$617.4M RAUM · 2 reps · 410-715-1130 · hussman.com
55
BMO NESBITT BURNS SECURITIES LTD. — crossed $1B in regulatory AUM ($932.0M -> $1.20B). IAPD ↗foreign
$1.20B RAUM · 216 reps · 416-624-5509 · uswealth.bmo.com
55
TURAS CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($363.3M -> $613.5M). IAPD ↗fund
$613.5M RAUM · 2 reps · (781)-691-9982 · turascap.com
40
BG INVESTMENT SERVICES, LLC — crossed $500M in regulatory AUM ($439.9M -> $868.5M). IAPD ↗foreign
$868.5M RAUM · 5 reps · 671-472-5490 · asctrust.com
35
NLG CAPITAL, INC. — filed an Item 4A succession naming NLG CAPITAL, INC. (CRD 109396) — an entity change, not a deal. IAPD ↗institutional
$45.31B RAUM · 48 reps · 802-229-3773
13
BG INVESTMENT SERVICES, LLC — filed an Item 4A succession naming BG INVESTMENT SERVICES, INC. (CRD 281716) — an entity change, not a deal. IAPD ↗foreign
$868.5M RAUM · 5 reps · 671-472-5490 · asctrust.com
10
RADIX FINANCIAL, LLC — filed an Item 4A succession naming RADIX FINANCIAL, LLC (CRD 171159) — an entity change, not a deal. IAPD ↗foreign
$231.6M RAUM · 2 reps · 405-673-5066 · radixfinancial.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.