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Integration & migration consulting — October 2026

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

17 firms opened this window in the October 2026 SEC roster: 8 aum crossed 1b, 7 aum crossed 500m, 1 acquisition, 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
THE PACIFIC CENTER FOR FINANCIAL SERVICES — crossed $1B in regulatory AUM ($960.6M -> $1.10B). IAPD ↗
$1.10B RAUM · 5 reps · (925) 838-7700
85
SUMMA CORP. — crossed $1B in regulatory AUM ($587.2M -> $1.59B). IAPD ↗
$1.59B RAUM · 3 reps · 281-362-9977 · summa-wealth.com
85
M1 ADVISORY — crossed $1B in regulatory AUM ($633,573 -> $1.48B). IAPD ↗
$1.48B RAUM · 0 reps · 312-600-2883 · m1.com
85
MARQUETTE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($871.6M -> $1.07B). IAPD ↗
$1.07B RAUM · 4 reps · 612-661-3770
85
RANGE ADVISORY, LLC — crossed $1B in regulatory AUM ($653.9M -> $1.39B). IAPD ↗
$1.39B RAUM · 18 reps · (703) 261-4126
85
MARIDEA WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($958.7M -> $1.97B). IAPD ↗
$1.97B RAUM · 26 reps · 347-289-5227
85
XCELSIOR ADVISOR PARTNERS LLC — crossed $1B in regulatory AUM ($650.7M -> $2.51B). IAPD ↗
$2.51B RAUM · 22 reps · 480-866-8616 · xcelsiorpartners.com
70
ALEXANDER INVESTMENT SERVICES CO. — crossed $500M in regulatory AUM ($496.3M -> $576.8M). IAPD ↗
$576.8M RAUM · 9 reps · 502-459-4414 · aisretirement.com
70
QUINT CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($162.1M -> $875.0M). IAPD ↗
$875.0M RAUM · 9 reps · 212-682-5090
70
HMV WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($464.8M -> $567.4M). IAPD ↗
$567.4M RAUM · 3 reps · 318-517-6255 · hmvwealth.com
70
LAVELLE CAPITAL — crossed $500M in regulatory AUM ($410.1M -> $508.2M). IAPD ↗
$508.2M RAUM · 2 reps · 415-501-9987
70
SIGNATURE EQUITY PARTNERS, LLC — crossed $500M in regulatory AUM ($330.6M -> $688.1M). IAPD ↗
$688.1M RAUM · 32 reps · 614-846-6000 · midwestretirementconsultants.net
70
LRZ CAPITAL LLC — crossed $500M in regulatory AUM ($370.0M -> $500.8M). IAPD ↗
$500.8M RAUM · 4 reps · 305-615-0215 · lrzcapital.com
80
FLEXSTONE PARTNERS, LLC — filed an Item 4A succession naming GLOUSTON CAPITAL PARTNERS, LLC (CRD 133792) — one firm absorbed the other. IAPD ↗fund
$7.20B RAUM · 21 reps · 212-703-0300
55
VERECAN CAPITAL MANAGEMENT INC. — crossed $1B in regulatory AUM ($692.7M -> $1.49B). IAPD ↗foreign
$1.49B RAUM · 18 reps · 902-477-4471 · verecan.com
55
EPOCH CAPITAL, US — crossed $500M in regulatory AUM ($366.1M -> $978.5M). IAPD ↗fund
$978.5M RAUM · 6 reps · 347-754-4874
30
COLUMBIA CAPITAL — filed an Item 4A succession naming COLUMBIA CAPITAL (CRD 159616) — an entity change, not a deal. IAPD ↗fund
$13.84B RAUM · 25 reps · 703-519-2000 · colcap.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.