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Integration & migration consulting — August 2026

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

9 firms opened this window in the August 2026 SEC roster: 5 aum crossed 1b, 3 aum crossed 500m, 1 acquisition.

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

93
ROSE CAPITAL ADVISORS, LLC — filed an Item 4A succession naming PREMIA GLOBAL ADVISORS, LLC (CRD 282426) — one firm absorbed the other. IAPD ↗
$608.3M RAUM · 9 reps · 305-534-7673
85
RIVERBEND CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($964.8M -> $1.10B). IAPD ↗
$1.10B RAUM · 3 reps · 312-948-5100 · riverbendcapitaladvisors.com
85
BLUEPRINT FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($966.6M -> $1.41B). IAPD ↗
$1.41B RAUM · 39 reps · 844-200-2568 · komaracap.com
85
AERIE ADVISORY GROUP LLC — crossed $1B in regulatory AUM ($618.1M -> $2.52B). IAPD ↗
$2.52B RAUM · 5 reps · (253) 857-1616
85
SAGE TRADING COLLECTIVE — crossed $1B in regulatory AUM ($505.0M -> $1.22B). IAPD ↗
$1.22B RAUM · 2 reps · 419-350-8981 · sagetradingcollective.com
70
MONETARY MANAGEMENT GROUP INC — crossed $500M in regulatory AUM ($492.3M -> $583.8M). IAPD ↗
$583.8M RAUM · 5 reps · 314-909-0646 · monetarymanagementgroup.com
75
RADIANX CAPITAL, LLC — crossed $1B in regulatory AUM ($953.6M -> $1.02B). IAPD ↗institutional
$1.02B RAUM · 3 reps · 6464033807 · radianxcapital.com
55
CARLSON CAPITAL, L.P. — crossed $500M in regulatory AUM ($429.3M -> $597.2M). IAPD ↗fund
$597.2M RAUM · 10 reps · 214-932-9600 · carlsoncapital.com
40
ESCHLER ASSET MANAGEMENT LLP — crossed $500M in regulatory AUM ($497.2M -> $588.1M). IAPD ↗foreign
$588.1M RAUM · 25 reps · 447775824595

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.