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Integration & migration consulting — March 2026

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

146 firms opened this window in the March 2026 SEC roster: 85 aum crossed 500m, 57 aum crossed 1b, 4 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
GRIFFIN ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($969.7M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · 917-484-5608
85
FIERSTON FINANCIAL GROUP INC — crossed $1B in regulatory AUM ($942.6M -> $1.04B). IAPD ↗
$1.04B RAUM · 5 reps · 860-521-2100
85
FINANCIAL ADVISORY CORPORATION — crossed $1B in regulatory AUM ($971.8M -> $1.10B). IAPD ↗
$1.10B RAUM · 14 reps · 616-235-5260 · facwealth.com
85
SHARKEY HOWES & JAVER INC — crossed $1B in regulatory AUM ($917.0M -> $1.13B). IAPD ↗
$1.13B RAUM · 9 reps · 303-639-5100
85
BRAND ASSET MANAGEMENT GROUP, INC. — crossed $1B in regulatory AUM ($930.4M -> $1.17B). IAPD ↗
$1.17B RAUM · 15 reps · 636-532-7333
85
DIXON FINANCIAL SERVICES — crossed $1B in regulatory AUM ($914.4M -> $1.09B). IAPD ↗
$1.09B RAUM · 4 reps · 925-283-3104 · dfsinc.com
85
J.W.BURNS & COMPANY, INC. — crossed $1B in regulatory AUM ($904.0M -> $1.03B). IAPD ↗
$1.03B RAUM · 5 reps · 315-449-1341 · jwburns.com
85
HANSON & DOREMUS INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($849.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 10 reps · 802-658-2668
85
CARDINAL CAPITAL MANAGEMENT INC — crossed $1B in regulatory AUM ($891.4M -> $1.03B). IAPD ↗
$1.03B RAUM · 3 reps · 919-532-7500
85
HTG INVESTMENT ADVISORS INC — crossed $1B in regulatory AUM ($968.7M -> $1.11B). IAPD ↗
$1.11B RAUM · 12 reps · 203-972-8262 · htgadvisors.com
85
JAMISON PRIVATE WEALTH MANAGEMENT, INC. — crossed $1B in regulatory AUM ($851.3M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · 678-323-3454 · jamisonwealth.com
85
INVESTMENT ADVISORY GROUP LLC — crossed $1B in regulatory AUM ($994.4M -> $1.22B). IAPD ↗
$1.22B RAUM · 5 reps · 781-826-1235 · maritimewealthadvisors.com
85
BAKER ELLIS ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($874.2M -> $1.05B). IAPD ↗
$1.05B RAUM · 3 reps · 503-227-5778 · bakerellis.com
85
RICHARD YOUNG ADVISORS — crossed $1B in regulatory AUM ($972.4M -> $1.20B). IAPD ↗
$1.20B RAUM · 8 reps · 706-739-0725 · vimeo.com
85
NFSG CORPORATION — crossed $1B in regulatory AUM ($813.5M -> $1.08B). IAPD ↗
$1.08B RAUM · 74 reps · 954-334-3450 · blackriverltd.com
85
AZIMUT INVESTMENT ADVISORS LLC — crossed $1B in regulatory AUM ($639.1M -> $1.11B). IAPD ↗
$1.11B RAUM · 10 reps · 786 866 3700
85
SOUTHERN FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($936.1M -> $1.05B). IAPD ↗
$1.05B RAUM · 2 reps · 205.383.1415 · thesouthernfinancialgroup.com
85
YESKE BUIE INC. — crossed $1B in regulatory AUM ($925.9M -> $1.07B). IAPD ↗
$1.07B RAUM · 9 reps · 800-772-1887
85
SACHETTA, LLC — crossed $1B in regulatory AUM ($884.1M -> $1.00B). IAPD ↗
$1.00B RAUM · 10 reps · 781-233-4138
85
HUDOCK CAPITAL GROUP — crossed $1B in regulatory AUM ($849.1M -> $1.00B). IAPD ↗
$1.00B RAUM · 7 reps · 570-326-9500
85
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. — crossed $1B in regulatory AUM ($816.0M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · (920) 882-5299
85
TALBOT FINANCIAL, LLC — crossed $1B in regulatory AUM ($937.5M -> $1.34B). IAPD ↗
$1.34B RAUM · 2 reps · 425-533-0797 · talbotfinancial.com
85
ARBITER PARTNERS — crossed $1B in regulatory AUM ($778.6M -> $1.25B). IAPD ↗
$1.25B RAUM · 7 reps · 212-650-4660 · arbiterpartners.net
85
FINANCIAL CONCEPTS — crossed $1B in regulatory AUM ($890.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 3 reps · 662-327-1480
85
CHEVIOT VALUE MANAGEMENT, LLC — crossed $1B in regulatory AUM ($963.3M -> $1.17B). IAPD ↗
$1.17B RAUM · 7 reps · 310-451-8600
85
GUARDIAN WEALTH STRATEGIES, LLC — crossed $1B in regulatory AUM ($944.1M -> $1.14B). IAPD ↗
$1.14B RAUM · 5 reps · 952-746-1746 · gwealth.com
85
OCCIDENTAL ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($953.4M -> $1.07B). IAPD ↗
$1.07B RAUM · 9 reps · 650-344-1600 · yourmentalwealthadvisors.com
85
HORIZON WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($945.8M -> $1.08B). IAPD ↗
$1.08B RAUM · 6 reps · (708) 352-4300
85
PANORAMIKA ADVISORS INC. — crossed $1B in regulatory AUM ($947.3M -> $1.05B). IAPD ↗
$1.05B RAUM · 1 reps · 305-913-7569
85
CLG LLC — crossed $1B in regulatory AUM ($953.8M -> $1.12B). IAPD ↗
$1.12B RAUM · 23 reps · (310) 329-5150
85
SPINNAKER INVESTMENT GROUP, LLC — crossed $1B in regulatory AUM ($882.0M -> $1.07B). IAPD ↗
$1.07B RAUM · 8 reps · (949) 396-6700
85
TCP ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($822.1M -> $1.18B). IAPD ↗
$1.18B RAUM · 21 reps · 614-761-9378 · tcpasset.com
85
CLEARVIEW FINANCIAL PARTNERS — crossed $1B in regulatory AUM ($850.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 5 reps · (610) 293-9211 · cvfpartners.com
85
ACCEL WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($974.0M -> $1.15B). IAPD ↗
$1.15B RAUM · 10 reps · 319-596-1101 · acceladvantage.com
85
CYPRESS WEALTH SERVICES, LLC — crossed $1B in regulatory AUM ($965.5M -> $1.34B). IAPD ↗
$1.34B RAUM · 14 reps · (760) 834-7250
85
IGNITE PLANNERS LLC — crossed $1B in regulatory AUM ($941.8M -> $1.14B). IAPD ↗
$1.14B RAUM · 36 reps · 619-504-1907
85
INSIGHT WEALTH STRATEGIES, LLC — crossed $1B in regulatory AUM ($932.0M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · 925-659-8020
85
PROMETHOS CAPITAL, LLC — crossed $1B in regulatory AUM ($875.3M -> $1.27B). IAPD ↗
$1.27B RAUM · 5 reps · 617-535-9240
85
VERUM PARTNERS LLC — crossed $1B in regulatory AUM ($827.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 15 reps · (980) 771-3999
85
AIRE ADVISORS, LLC — crossed $1B in regulatory AUM ($905.4M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 310-277-2473 · aireadvisors.com
85
SCOTT CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($968.4M -> $1.13B). IAPD ↗
$1.13B RAUM · 4 reps · (503) 487-0860 · scottcapitaladvisors.com
85
ADAMSBROWN WEALTH CONSULTANTS LLC — crossed $1B in regulatory AUM ($880.9M -> $1.12B). IAPD ↗
$1.12B RAUM · 17 reps · (316) 262-6578
85
CAPITAL ADVISORS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($908.3M -> $1.11B). IAPD ↗
$1.11B RAUM · 6 reps · (509) 469-5030
85
THE CLARUS GROUP — crossed $1B in regulatory AUM ($877.3M -> $1.10B). IAPD ↗
$1.10B RAUM · 9 reps · 713-621-3500 · claruswealthgroup.com
85
FOURPATH CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($931.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · (405) 253-6080 · fourpath.com
85
MEOW ADVISORY, LLC — crossed $1B in regulatory AUM ($856.8M -> $1.38B). IAPD ↗
$1.38B RAUM · 1 reps · 929-333-3405 · meow.com
85
GOLDSTEIN ADVISORS, LLC — crossed $1B in regulatory AUM ($943.4M -> $1.08B). IAPD ↗
$1.08B RAUM · 10 reps · 608-831-3230
85
ROBINHOOD ASSET MANAGEMENT — crossed $1B in regulatory AUM ($158.7M -> $1.52B). IAPD ↗
$1.52B RAUM · 138 reps · 650-940-2700 EXT 31450
85
PARR MCKNIGHT WEALTH MANAGEMENT GROUP — crossed $1B in regulatory AUM ($952.4M -> $1.07B). IAPD ↗
$1.07B RAUM · 10 reps · 612-324-0240 · parrmcknightwmg.com
85
RATSON ADVISORY LLC — crossed $1B in regulatory AUM ($85.5M -> $2.39B). IAPD ↗
$2.39B RAUM · 1 reps · 917-325-7440 · ratsonadvisory.com
85
SPARTAN WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($406.6M -> $1.48B). IAPD ↗
$1.48B RAUM · 19 reps · 248-297-6600 · spartanwealth.com
85
CHICAGO OAKBROOK FINANCIAL GROUP — crossed $1B in regulatory AUM ($907.3M -> $1.21B). IAPD ↗
$1.21B RAUM · 9 reps · (630) 954-5572
70
G.W. SHERWOLD ASSOCIATES, INC. — crossed $500M in regulatory AUM ($455.4M -> $572.4M). IAPD ↗
$572.4M RAUM · 1 reps · 949-470-0700 · gwsherwold.com
70
SOWA FINANCIAL GROUP — crossed $500M in regulatory AUM ($419.7M -> $517.0M). IAPD ↗
$517.0M RAUM · 3 reps · 401-434-8090 · sowafinancial.com
70
SAYBROOK CAPITAL CORP — crossed $500M in regulatory AUM ($489.1M -> $502.7M). IAPD ↗
$502.7M RAUM · 2 reps · 6317255518 · saybrookcapital.com
70
AFFILIATED FINANCIAL ADVISORS INC — crossed $500M in regulatory AUM ($462.1M -> $541.5M). IAPD ↗
$541.5M RAUM · 4 reps · 414-476-4999 · affiliatedfa.com
70
REZNY WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($435.2M -> $506.0M). IAPD ↗
$506.0M RAUM · 2 reps · 800-618-8577 · reznywealth.com
70
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES — crossed $500M in regulatory AUM ($432.6M -> $510.9M). IAPD ↗
$510.9M RAUM · 2 reps · 626-397-9072 · robertbender.com
70
WALTER C. FLOWER & CO., INC — crossed $500M in regulatory AUM ($470.9M -> $591.3M). IAPD ↗
$591.3M RAUM · 2 reps · 504-561-0138
70
COMMON CENTS PLANNING — crossed $500M in regulatory AUM ($486.1M -> $542.4M). IAPD ↗
$542.4M RAUM · 4 reps · 610-361-0865
70
HELLER WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($445.9M -> $553.9M). IAPD ↗
$553.9M RAUM · 4 reps · 631-248-3600
70
THE LAM GROUP, INC. — crossed $500M in regulatory AUM ($388.3M -> $507.4M). IAPD ↗
$507.4M RAUM · 2 reps · 503-730-9345 · thelamgroup.com
70
COLTON GROOME FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($444.0M -> $724.9M). IAPD ↗
$724.9M RAUM · 12 reps · 828-252-1816 · coltongroome.com
70
DISCIPLINED EQUITY MANAGEMENT, INC. — crossed $500M in regulatory AUM ($389.7M -> $521.0M). IAPD ↗
$521.0M RAUM · 2 reps · (904) 222-0280 · demgt.com
70
POEHLING CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($489.3M -> $591.3M). IAPD ↗
$591.3M RAUM · 6 reps · (608) 664-9600
70
ONYX FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($426.8M -> $506.4M). IAPD ↗
$506.4M RAUM · 7 reps · 208-522-6400 · onyxfinancial.com
70
WEAVER CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($434.1M -> $537.8M). IAPD ↗
$537.8M RAUM · 3 reps · 678-341-1333
70
ALLODIUM INVESTMENT CONSULTANTS, LLC — crossed $500M in regulatory AUM ($416.6M -> $576.8M). IAPD ↗
$576.8M RAUM · 4 reps · 612-230-3700 · allodium.com
70
BURKETT FINANCIAL SERVICES, LLC — crossed $500M in regulatory AUM ($490.8M -> $572.6M). IAPD ↗
$572.6M RAUM · 5 reps · 803-980-3232
70
TRINITY CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($453.5M -> $556.8M). IAPD ↗
$556.8M RAUM · 4 reps · 805-963-0500 · trinitycm.com
70
DOUGHERTY WEALTH ADVISERS LLC — crossed $500M in regulatory AUM ($417.9M -> $505.4M). IAPD ↗
$505.4M RAUM · 3 reps · 612-376-4040
70
BIGELOW INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($476.2M -> $555.2M). IAPD ↗
$555.2M RAUM · 4 reps · 207-772-2900 · bigelowadvisors.com
70
GLOBAL VIEW INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($480.4M -> $553.8M). IAPD ↗
$553.8M RAUM · 4 reps · 864-272-0818
70
F&V CAPITAL MANAGEMENT, L.L.C. — crossed $500M in regulatory AUM ($472.1M -> $557.8M). IAPD ↗
$557.8M RAUM · 7 reps · 561-208-1081
70
HAVEN WEALTH GROUP — crossed $500M in regulatory AUM ($397.8M -> $514.8M). IAPD ↗
$514.8M RAUM · 8 reps · 713-980-8820
70
FINANCIAL HARVEST WEALTH ADVISORS — crossed $500M in regulatory AUM ($451.0M -> $557.4M). IAPD ↗
$557.4M RAUM · 5 reps · 407-937-0707
70
GUIDANCE POINT ADVISORS, LLC — crossed $500M in regulatory AUM ($492.4M -> $558.3M). IAPD ↗
$558.3M RAUM · 5 reps · 617-869-6653
70
&WEALTH PARTNERS — crossed $500M in regulatory AUM ($470.9M -> $508.2M). IAPD ↗
$508.2M RAUM · 3 reps · 410-844-3300
70
FLOREK FINANCIAL, LLC — crossed $500M in regulatory AUM ($432.0M -> $511.0M). IAPD ↗
$511.0M RAUM · 2 reps · 781-934-9400 · florekfinancial.com
70
MATTSON FINANCIAL SERVICES, LLC — crossed $500M in regulatory AUM ($387.0M -> $515.0M). IAPD ↗
$515.0M RAUM · 9 reps · 800-536-8907
70
MARBLE TRAIL ADVISORS — crossed $500M in regulatory AUM ($490.2M -> $582.7M). IAPD ↗
$582.7M RAUM · 6 reps · 802-388-6300 · marbletrail.com
70
ACT WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($460.9M -> $568.8M). IAPD ↗
$568.8M RAUM · 5 reps · 214-618-2022
70
PRENTICE WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($467.2M -> $567.5M). IAPD ↗
$567.5M RAUM · 4 reps · 585-218-0001
70
OMEGA FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($480.2M -> $552.4M). IAPD ↗
$552.4M RAUM · 4 reps · 805-617-4363
70
MALTIN WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($425.5M -> $507.2M). IAPD ↗
$507.2M RAUM · 4 reps · 201-215-3855 · maltinwealth.com
70
QUANTITATIVE PROCESS, LLC — crossed $500M in regulatory AUM ($454.4M -> $502.1M). IAPD ↗
$502.1M RAUM · 3 reps · 888-253-3292 · quantpro.com
70
SANCHEZ WEALTH MANAGEMENT GROUP, LLC — crossed $500M in regulatory AUM ($465.5M -> $571.2M). IAPD ↗
$571.2M RAUM · 3 reps · 904-281-9261 · sanchezwealth.com
70
ALLIANCE WEALTH MANAGEMENT GROUP, LLC — crossed $500M in regulatory AUM ($424.2M -> $517.4M). IAPD ↗
$517.4M RAUM · 6 reps · (908) 751-7090 · alliancewmg.com
70
BUSKA WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($499.4M -> $528.8M). IAPD ↗
$528.8M RAUM · 8 reps · 715-355-4445 · buskabook.com
70
MIDWEST FINANCIAL GROUP LLC — crossed $500M in regulatory AUM ($477.8M -> $566.1M). IAPD ↗
$566.1M RAUM · 9 reps · 913-696-0041 · midwestfinancialkc.com
70
THE MAIN STREET GROUP — crossed $500M in regulatory AUM ($470.3M -> $515.3M). IAPD ↗
$515.3M RAUM · 8 reps · 804-270-4470 · themainstreetgroup.com
70
S.E.E.D. PLANNING GROUP, LLC — crossed $500M in regulatory AUM ($490.9M -> $568.0M). IAPD ↗
$568.0M RAUM · 18 reps · (607) 217-5091
70
BOSTONPREMIER WEALTH — crossed $500M in regulatory AUM ($351.1M -> $525.2M). IAPD ↗
$525.2M RAUM · 4 reps · (617) 934-1100
70
CAPITOL PRIVATE WEALTH GROUP LLC — crossed $500M in regulatory AUM ($450.7M -> $562.1M). IAPD ↗
$562.1M RAUM · 7 reps · (703) 226-0008 · capitolpwg.com
70
MILESTONE FINANCIAL PLANNING, LLC — crossed $500M in regulatory AUM ($486.7M -> $590.3M). IAPD ↗
$590.3M RAUM · 12 reps · 603-589-8010
70
ST. JAMES INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($46.5M -> $511.5M). IAPD ↗
$511.5M RAUM · 4 reps · (631) 979-6520 · stjamesia.com
70
BLUESPHERE ADVISORS LLC — crossed $500M in regulatory AUM ($445.1M -> $506.2M). IAPD ↗
$506.2M RAUM · 4 reps · (610) 277-1515
70
LIFEGUIDE FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($455.6M -> $562.9M). IAPD ↗
$562.9M RAUM · 16 reps · (717) 796-1700
70
PREMIER WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($483.2M -> $694.9M). IAPD ↗
$694.9M RAUM · 6 reps · (858) 668-0776
70
FINANCIAL SERVICES OF AMERICA ADVISORS — crossed $500M in regulatory AUM ($396.2M -> $573.4M). IAPD ↗
$573.4M RAUM · 31 reps · (800) 977-9292 · fsa1.com
70
DYNAMIC FINANCIAL GROUP — crossed $500M in regulatory AUM ($474.5M -> $539.6M). IAPD ↗
$539.6M RAUM · 3 reps · 319-277-2727 · dynamicfinancial.net
70
PRIVATE WEALTH SOLUTIONS, LLC — crossed $500M in regulatory AUM ($403.3M -> $500.0M). IAPD ↗
$500.0M RAUM · 2 reps · 818-264-0600 · privatewealthsolutions.com
70
AUCTUS ADVISORS LLC — crossed $500M in regulatory AUM ($480.9M -> $612.9M). IAPD ↗
$612.9M RAUM · 2 reps · 704 533-9880
70
UNCOMMON CENTS INVESTING — crossed $500M in regulatory AUM ($417.4M -> $519.6M). IAPD ↗
$519.6M RAUM · 3 reps · 608-563-2437 · uncommoncentsinvesting.com
70
THE SUM — crossed $500M in regulatory AUM ($409.5M -> $551.4M). IAPD ↗
$551.4M RAUM · 7 reps · 281-940-4859 · thesumprep.com
70
PROSPERITY PLANNING — crossed $500M in regulatory AUM ($465.0M -> $543.2M). IAPD ↗
$543.2M RAUM · 10 reps · 816-587-7526
70
WEALTHSPRING CAPITAL LLC — crossed $500M in regulatory AUM ($454.9M -> $515.0M). IAPD ↗
$515.0M RAUM · 4 reps · 914-419-2207 · wealthspringcapital.com
70
ABEL HALL, LLC — crossed $500M in regulatory AUM ($400.1M -> $819.1M). IAPD ↗
$819.1M RAUM · 7 reps · 225-408-4000 · abelhall.com
70
DST WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($446.9M -> $532.1M). IAPD ↗
$532.1M RAUM · 5 reps · 760-340-1448
70
ALAETHES WEALTH, LLC — crossed $500M in regulatory AUM ($439.4M -> $509.9M). IAPD ↗
$509.9M RAUM · 3 reps · 858-735-9685 · alaethes.com
70
GETTINGS BUSCH WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($444.1M -> $541.5M). IAPD ↗
$541.5M RAUM · 8 reps · 765-742-7366
70
SERENITY INVESTMENT ADVISORS — crossed $500M in regulatory AUM ($376.0M -> $513.6M). IAPD ↗
$513.6M RAUM · 4 reps · 312-734-1415 · yelp.com
70
FCG INVESTMENT COMPANY — crossed $500M in regulatory AUM ($457.9M -> $568.2M). IAPD ↗
$568.2M RAUM · 10 reps · 901-309-2681 · fcgtn.com
70
JACKSONVILLE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($434.6M -> $533.5M). IAPD ↗
$533.5M RAUM · 4 reps · 904-923-7526 · jaxwealth.com
70
INTEGRATED QUANTITATIVE INVESTMENTS LLC — crossed $500M in regulatory AUM ($418.4M -> $844.8M). IAPD ↗
$844.8M RAUM · 5 reps · 617-686-2008 · integratedquant.com
70
VICKERMAN INVESTMENT ADVISORS, INC. — crossed $500M in regulatory AUM ($466.6M -> $632.3M). IAPD ↗
$632.3M RAUM · 5 reps · 509-325-7610 · vickermandriscoll.com
70
NOBLE FAMILY WEALTH — crossed $500M in regulatory AUM ($400.6M -> $527.5M). IAPD ↗
$527.5M RAUM · 5 reps · 727-674-1462 · noblefamilywealth.com
70
DISCIPLINE WEALTH SOLUTIONS, INC. — crossed $500M in regulatory AUM ($316.3M -> $746.7M). IAPD ↗
$746.7M RAUM · 18 reps · 864-322-6046 · lindedin.com
70
COMPASS FINANCIAL ADVISORY SERVICES, LLC — crossed $500M in regulatory AUM ($443.8M -> $527.2M). IAPD ↗
$527.2M RAUM · 7 reps · (386) 673-5191
70
PINE HARBOR WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($444.8M -> $507.1M). IAPD ↗
$507.1M RAUM · 1 reps · 703-589-9100
70
STEVENS CAPITAL PARTNERS — crossed $500M in regulatory AUM ($432.3M -> $600.7M). IAPD ↗
$600.7M RAUM · 10 reps · 402-251-5800 · stevenscapitalpartners.com
70
HILLCREST FINANCIAL GROUP — crossed $500M in regulatory AUM ($470.8M -> $567.8M). IAPD ↗
$567.8M RAUM · 5 reps · (805) 373-8686
70
CACHE ADVISORS LLC — crossed $500M in regulatory AUM ($290.6M -> $962.1M). IAPD ↗
$962.1M RAUM · 5 reps · 2137881501
70
EVERPAR ADVISORS LLC — crossed $500M in regulatory AUM ($488.5M -> $587.8M). IAPD ↗
$587.8M RAUM · 9 reps · 918-221-9290 · everpar.com
70
FOGUTH WEALTH MANAGEMENT, LLC. — crossed $500M in regulatory AUM ($439.6M -> $825.1M). IAPD ↗
$825.1M RAUM · 32 reps · (810) 522-5650
70
CAPITAL A WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($412.3M -> $612.9M). IAPD ↗
$612.9M RAUM · 11 reps · 724-658-4211
70
VERIDAN WEALTH — crossed $500M in regulatory AUM ($304.6M -> $667.2M). IAPD ↗
$667.2M RAUM · 4 reps · 503-946-9733 · veridanwealth.com
70
MAY HILL CAPITAL, LLC — crossed $500M in regulatory AUM ($380.7M -> $548.6M). IAPD ↗
$548.6M RAUM · 3 reps · 781-454-6641 · mayhillwealth.com
70
LIBERTY SQUARE WEALTH PARTNERS LLC — crossed $500M in regulatory AUM ($476.0M -> $567.8M). IAPD ↗
$567.8M RAUM · 5 reps · (610) 865-5803 · libertysquarewealth.com
70
CURA WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($491.4M -> $527.7M). IAPD ↗
$527.7M RAUM · 2 reps · 312-320-0058 · curawealth.com
70
SELBY WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($494.6M -> $544.8M). IAPD ↗
$544.8M RAUM · 3 reps · 415-857-9670 · selbywealth.com
70
CENTRICA WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($475.8M -> $627.4M). IAPD ↗
$627.4M RAUM · 2 reps · 305-686-7910 · centricafg.com
70
DUCERE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($329.8M -> $503.8M). IAPD ↗
$503.8M RAUM · 6 reps · 714-393-0959 · ducerewealth.com
43
B.A. ROBERTS FINANCIAL SERVICES, INC. — filed an Item 4A succession naming ROBERTS FINANCIAL SERVICES, LLC (CRD 289856) — an entity change, not a deal. IAPD ↗
$373.9M RAUM · 3 reps · (906) 228-5564 · baroberts.com
43
PINE HARBOR WEALTH MANAGEMENT LLC — filed an Item 4A succession naming PINE HARBOR WEALTH MANAGEMENT LLC (CRD 317352) — an entity change, not a deal. IAPD ↗
$507.1M RAUM · 1 reps · 703-589-9100
40
ONESOURCE WEALTH MANAGEMENT — filed an Item 4A succession naming ONESOURCE WEALTH MANAGEMENT (CRD 319078) — an entity change, not a deal. IAPD ↗
$140.0M RAUM · 2 reps · 9169673500 · wisemoneyguys.com
75
NEWFOUND RESEARCH LLC — crossed $1B in regulatory AUM ($831.8M -> $1.11B). IAPD ↗institutional
$1.11B RAUM · 1 reps · (617) 531-9773 · blog.thinknewfound.com
75
NEWFRONT RETIREMENT SERVICES, INC. — crossed $1B in regulatory AUM ($649.3M -> $1.04B). IAPD ↗institutional
$1.04B RAUM · 25 reps · 415-754-3635 · newfront.com
75
ACADEMY ASSET MANAGEMENT — crossed $1B in regulatory AUM ($598.4M -> $1.29B). IAPD ↗institutional
$1.29B RAUM · 3 reps · 646-341-6869 · academyassetmanagement.com
70
AGR PARTNERS LLC — crossed $1B in regulatory AUM ($875.2M -> $1.17B). IAPD ↗fund
$1.17B RAUM · 9 reps · 530-400-0888 · agrpartners.com
60
QUADRATIC CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($469.0M -> $508.1M). IAPD ↗institutional
$508.1M RAUM · 2 reps · 203-340-2943 · ivoletf.com
60
HST VENTURES, LLC — crossed $500M in regulatory AUM ($349.8M -> $551.1M). IAPD ↗institutional
$551.1M RAUM · 4 reps · 435-962-9194
55
AUBREY CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($963.6M -> $1.15B). IAPD ↗foreign
$1.15B RAUM · 9 reps · +44 131 226 2083
55
MAYTUS CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($345.0M -> $597.8M). IAPD ↗fund
$597.8M RAUM · 3 reps · 646-863-0080
40
DUNHILL FINANCIAL — crossed $500M in regulatory AUM ($322.9M -> $601.7M). IAPD ↗foreign
$601.7M RAUM · 13 reps · +1 561 685 2381 · df-direct.com
25
1207 CAPITAL GROUP, LLC — filed an Item 4A succession naming 1207 CAPITAL GROUP, LLC (CRD 162611) — an entity change, not a deal. IAPD ↗fund
$138.0M RAUM · 4 reps · 312-690-6201 · cimarrongrp.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.