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Integration & migration consulting — June 2026

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

15 firms opened this window in the June 2026 SEC roster: 9 aum crossed 1b, 5 reorganization, 1 aum crossed 500m.

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
WORLD EQUITY GROUP, INC. — crossed $1B in regulatory AUM ($944.8M -> $1.00B). IAPD ↗
$1.00B RAUM · 52 reps · 847-342-1700 · worldequitygroup.com
70
BRILLIANT ADVICE, LLC — crossed $500M in regulatory AUM ($384.1M -> $569.5M). IAPD ↗
$569.5M RAUM · 2 reps · 513-703-2100
45
DIAMOND HILL CAPITAL MANAGEMENT INC — filed an Item 4A succession naming DIAMOND HILL CAPITAL MANAGEMENT INC (CRD 110638) — an entity change, not a deal. IAPD ↗
$29.38B RAUM · 42 reps · 614-255-3333 · diamond-hill.com
45
ACORN FINANCIAL ADVISORY SERVICES, INC. — filed an Item 4A succession naming ACORN FINANCIAL ADVISORY SERVICES, INC. (CRD 116763) — an entity change, not a deal. IAPD ↗
$1.40B RAUM · 11 reps · (703) 293-3100 · acorn-financial.com
40
BERLA INVESTMENT CONSULTING — filed an Item 4A succession naming BERLA INVESTMENT CONSULTING (CRD 112847) — an entity change, not a deal. IAPD ↗
$0 RAUM · 2 reps · 925-947-0326 · berlainv.com
75
SOUNDWATCH CAPITAL, LLC — crossed $1B in regulatory AUM ($958.2M -> $1.02B). IAPD ↗institutional
$1.02B RAUM · 4 reps · 646-442-9655 · soundwatchfunds.com
75
INTERMEDE GLOBAL PARTNERS INC — crossed $1B in regulatory AUM ($369.7M -> $2.14B). IAPD ↗institutional
$2.14B RAUM · 4 reps · 1 (415)9693370 · intermede.co.uk
75
TWIN OAK ETF COMPANY — crossed $1B in regulatory AUM ($566.1M -> $1.06B). IAPD ↗institutional
$1.06B RAUM · 3 reps · 617-402-5495 · twinoaketfs.com
75
1932 INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($788.0M -> $4.60B). IAPD ↗institutional
$4.60B RAUM · 5 reps · 800-355-2583
70
ELEQUIN CAPITAL, LP — crossed $1B in regulatory AUM ($520.2M -> $2.07B). IAPD ↗fund
$2.07B RAUM · 13 reps · 929.226.2115 · elequincapital.com
70
ARCHITECT CAPITAL CORP. — crossed $1B in regulatory AUM ($695.6M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 6 reps · 650-769-7630 · architect.com
70
MARKETS INFRASTRUCTURE PARTNERS — crossed $1B in regulatory AUM ($535.0M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 4 reps · (646) 464-0315 · marketsinfrastructure.com
55
CORDIANT CAPITAL INC. — crossed $1B in regulatory AUM ($61.9M -> $2.77B). IAPD ↗foreign
$2.77B RAUM · 9 reps · 1-514-286-1142 · cordiantcap.com
35
SOUNDWATCH CAPITAL, LLC — filed an Item 4A succession naming SOUNDWATCH CAPITAL, LLC (CRD 173151) — an entity change, not a deal. IAPD ↗institutional
$1.02B RAUM · 4 reps · 646-442-9655 · soundwatchfunds.com
30
FCP — filed an Item 4A succession naming FCP (CRD 161468) — an entity change, not a deal. IAPD ↗fund
$3.48B RAUM · 28 reps · 240-395-2000

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.