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Integration & migration consulting — September 2026

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

19 firms opened this window in the September 2026 SEC roster: 8 aum crossed 1b, 5 reorganization, 4 aum crossed 500m, 2 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

95
VENTURI PRIVATE WEALTH — filed an Item 4A succession naming THE CAPROCK GROUP, LLC (CRD 124272) — one firm absorbed the other. IAPD ↗
$3.58B RAUM · 12 reps · 208-368-9600 · venturiwealth.com
90
IQVESTMENT, LLC — filed an Item 4A succession naming MARSTONE LLC (CRD 164810) — one firm absorbed the other. IAPD ↗
$22.3M RAUM · 3 reps · 877-486-4702 · iqvestment.io
85
OLIVER LUXXE ASSETS LLC — crossed $1B in regulatory AUM ($981.9M -> $1.00B). IAPD ↗
$1.00B RAUM · 6 reps · 908-741-4884 · oliverluxxe.com
85
XYPN SAPPHIRE — crossed $1B in regulatory AUM ($881.5M -> $1.25B). IAPD ↗
$1.25B RAUM · 60 reps · (360) 301-7579 · deltalakewm.com
85
FAITHWARD CAPITAL — crossed $1B in regulatory AUM ($922.7M -> $1.18B). IAPD ↗
$1.18B RAUM · 1 reps · (844) 970-4055 · sevenonesevencapital.com
85
BOS ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($933.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 8 reps · 833-943-8090 · bosassetmanagement.com
85
FOGUTH WEALTH MANAGEMENT, LLC. — crossed $1B in regulatory AUM ($825.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 32 reps · (810) 522-5650
85
ELYXIUM WEALTH LLC — crossed $1B in regulatory AUM ($819.0M -> $1.39B). IAPD ↗
$1.39B RAUM · 7 reps · (310) 221-8349*224 · elyxwealth.com
70
CROWN WEALTH GROUP LLC — crossed $500M in regulatory AUM ($437.5M -> $502.4M). IAPD ↗
$502.4M RAUM · 8 reps · (704) 360-3995 · crownwealthgroup.com
45
GREYCOURT & CO., INC. — filed an Item 4A succession naming GREYCOURT & CO., INC. (CRD 111936) — an entity change, not a deal. IAPD ↗
$6.61B RAUM · 19 reps · 412-361-0100
45
FINACCESS ADVISORS LLC — filed an Item 4A succession naming FINACCESS GLOBAL WEALTH & ASSET MANAGEMENT, LLC (CRD 150697) — an entity change, not a deal. IAPD ↗
$4.11B RAUM · 7 reps · 305.377.1112
45
FALCON WEALTH PLANNING, INC. — filed an Item 4A succession naming FALCON WEALTH PLANNING, INC. (CRD 174092) — an entity change, not a deal. IAPD ↗
$1.96B RAUM · 23 reps · 855-963-2526
43
SMART MONEY GROUP, LLC — filed an Item 4A succession naming SMART MONEY GROUP, LLC (CRD 284187) — an entity change, not a deal. IAPD ↗
$424.3M RAUM · 9 reps · 254-629-3866
70
SATOR GROVE MANAGEMENT COMPANY, LLC — crossed $1B in regulatory AUM ($903.9M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 3 reps · 574-329-3054
70
UPLIFT — crossed $1B in regulatory AUM ($230.5M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 16 reps · 908-256-4073
60
STONERIDGE PMG ADVISORS, LLC — crossed $500M in regulatory AUM ($390.7M -> $774.2M). IAPD ↗institutional
$774.2M RAUM · 6 reps · 484-254-5400 · srpmga.com
60
CORGI STRATEGIES, LLC — crossed $500M in regulatory AUM ($10.0M -> $825.1M). IAPD ↗institutional
$825.1M RAUM · 5 reps · 855-552-6744 · founderledfunds.com
55
10 EAST PARTNERS LLC — crossed $500M in regulatory AUM ($490.3M -> $602.7M). IAPD ↗fund
$602.7M RAUM · 7 reps · (646) 532-2440 · app.10east.co
30
TRIBE CAPITAL — filed an Item 4A succession naming TRIBE CAPITAL (CRD 304697) — an entity change, not a deal. IAPD ↗fund
$3.44B RAUM · 10 reps · (707) 653-5302

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.