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Integration & migration consulting — May 2026

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

22 firms opened this window in the May 2026 SEC roster: 11 aum crossed 500m, 10 aum crossed 1b, 1 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
CAPITAL INVESTMENT COUNSEL INC — crossed $1B in regulatory AUM ($889.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 4 reps · 919-831-2370 · capital-invest.com
85
WILLIAM MACK & ASSOCIATES INC — crossed $1B in regulatory AUM ($820.4M -> $1.03B). IAPD ↗
$1.03B RAUM · 10 reps · 248-643-4310 · wmack.com
85
JOHN MOORE & ASSOCIATES INC — crossed $1B in regulatory AUM ($970.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 9 reps · 505-881-5100 · johnmoore.com
85
ARQ WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($844.3M -> $1.11B). IAPD ↗
$1.11B RAUM · 9 reps · 480-214-9572 · arqwealth.com
85
SEQUENT ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($972.7M -> $1.06B). IAPD ↗
$1.06B RAUM · 2 reps · 713-467-0008 · sequentasset.com
85
ENCLAVE ADVISORS, LLC — crossed $1B in regulatory AUM ($983.1M -> $1.10B). IAPD ↗
$1.10B RAUM · 3 reps · 512-527-3105
70
BOLTWOOD CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($380.6M -> $502.5M). IAPD ↗
$502.5M RAUM · 2 reps · 415-433-1550 · boltwoodcap.com
70
MINDFUL ASSET PLANNING — crossed $500M in regulatory AUM ($452.0M -> $529.5M). IAPD ↗
$529.5M RAUM · 2 reps · 952-432-4666
70
VALUEWORKS, LLC — crossed $500M in regulatory AUM ($429.4M -> $577.3M). IAPD ↗
$577.3M RAUM · 3 reps · 212-819-1818
70
THE ENTERPRISE INVESTMENT COMPANY — crossed $500M in regulatory AUM ($479.6M -> $607.1M). IAPD ↗
$607.1M RAUM · 7 reps · 248-539-8282 · pappasfinancial.com
70
TOLSMA INVESTMENTS, LLC — crossed $500M in regulatory AUM ($410.9M -> $552.7M). IAPD ↗
$552.7M RAUM · 1 reps · (425) 458-3999 · tolsmainvestments.com
70
PENSION & WEALTH MANAGEMENT ADVISORS — crossed $500M in regulatory AUM ($452.2M -> $529.8M). IAPD ↗
$529.8M RAUM · 9 reps · 781-810-0800
40
PROTOCOL WEALTH, LLC — filed an Item 4A succession naming PROTOCOL WEALTH, LLC (CRD 335298) — an entity change, not a deal. IAPD ↗
$127.1M RAUM · 3 reps · 720-439-9055 · protocolwealth.io
75
CAPITOLIS ADVISORS LLC — crossed $1B in regulatory AUM ($100.3M -> $4.50B). IAPD ↗institutional
$4.50B RAUM · 10 reps · 212-388-5204
75
WEDBUSH FUND ADVISERS, LLC — crossed $1B in regulatory AUM ($754.2M -> $1.02B). IAPD ↗institutional
$1.02B RAUM · 2 reps · 213-688-8000 · wedbushfunds.com
70
RIOT VENTURES MANAGEMENT, LLC — crossed $1B in regulatory AUM ($948.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 7 reps · (310) 243-6433 · riot.vc
55
SCHRODER WEALTH MANAGEMENT (US) LIMITED — crossed $1B in regulatory AUM ($922.4M -> $1.40B). IAPD ↗foreign
$1.40B RAUM · 5 reps · 00 44 (0)20 7658 6000 · schroders.com
55
PASSPORT CAPITAL, LLC — crossed $500M in regulatory AUM ($346.0M -> $532.4M). IAPD ↗fund
$532.4M RAUM · 5 reps · 415-321-4600 · passportcapital.com
55
KALEIDOSCOPE CAPITAL — crossed $500M in regulatory AUM ($496.1M -> $706.2M). IAPD ↗fund
$706.2M RAUM · 6 reps · 617-765-2064 · kldscap.com
55
BIG LEAGUE ADVANTAGE — crossed $500M in regulatory AUM ($382.5M -> $548.3M). IAPD ↗fund
$548.3M RAUM · 1 reps · 617-875-8770
55
TYRO CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($392.9M -> $570.9M). IAPD ↗fund
$570.9M RAUM · 5 reps · 330-307-6147
55
SETPOINT CAPITAL — crossed $500M in regulatory AUM ($483.5M -> $835.1M). IAPD ↗fund
$835.1M RAUM · 12 reps · 512-240-2478 · setpointcapital.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.