Integration & migration consulting — July 2026
Data migration, middleware, and integration consultants — every deal is a CRM migration.
24 firms opened this window in the July 2026 SEC roster: 13 aum crossed 1b, 8 aum crossed 500m, 3 reorganization.
85
SB ADVISORY, LLC — crossed $1B in regulatory AUM ($404.8M -> $1.10B). IAPD ↗
85
MIRADOR CAPITAL PARTNERS — crossed $1B in regulatory AUM ($934.3M -> $1.01B). IAPD ↗
85
ARCA WEALTH, LLC — crossed $1B in regulatory AUM ($588.0M -> $1.27B). IAPD ↗
85
PARKWOODS WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($961.9M -> $1.79B). IAPD ↗
70
CHELSEA MANAGEMENT COMPANY — crossed $500M in regulatory AUM ($497.0M -> $517.0M). IAPD ↗
70
ORION INVESTMENT CO — crossed $500M in regulatory AUM ($443.5M -> $515.4M). IAPD ↗
70
QUARTZ PARTNERS INVESTMENT MANAGEMENT — crossed $500M in regulatory AUM ($397.8M -> $611.9M). IAPD ↗
45
FFT WEALTH MANAGEMENT — filed an Item 4A succession naming FFT WEALTH MANAGEMENT (CRD 151225) — an entity change, not a deal. IAPD ↗
45
LGL PARTNERS, LLC — filed an Item 4A succession naming LGL PARTNERS, LLC (CRD 289784) — an entity change, not a deal. IAPD ↗
75
NOMURA ASSET MANAGEMENT U.S.A. INC. — crossed $1B in regulatory AUM ($576.3M -> $1.01B). IAPD ↗institutional
75
COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC — crossed $1B in regulatory AUM ($594.2M -> $1.85B). IAPD ↗institutional
70
70
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55
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55
CONSILIUM INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($454.9M -> $540.6M). IAPD ↗fund
55
55
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC — crossed $500M in regulatory AUM ($201.0M -> $525.6M). IAPD ↗fund
55
35
MERCER INVESTMENT SOLUTIONS LLC — filed an Item 4A succession naming SECOR INVESTMENT MANAGEMENT, LP (CRD 155919) — an entity change, not a deal. IAPD ↗institutional
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.