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Integration & migration consulting — November 2024

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

17 firms opened this window in the November 2024 SEC roster: 8 aum crossed 1b, 5 aum crossed 500m, 3 reorganization, 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

95
DENALI ADVISORS, LLC — filed an Item 4A succession naming MCKINLEY CAPITAL MANAGEMENT, LLC (CRD 106173) — one firm absorbed the other. IAPD ↗
$1.20B RAUM · 10 reps · 858-558-3600
85
HODGES CAPITAL MANAGEMENT INC — crossed $1B in regulatory AUM ($969.2M -> $1.09B). IAPD ↗
$1.09B RAUM · 10 reps · 888-878-4426
85
DENALI ADVISORS, LLC — crossed $1B in regulatory AUM ($493.4M -> $1.20B). IAPD ↗
$1.20B RAUM · 10 reps · 858-558-3600
85
PINNACLE INVESTMENTS, LLC — crossed $1B in regulatory AUM ($964.9M -> $1.07B). IAPD ↗
$1.07B RAUM · 51 reps · 315-251-1101 · pinnacleinvestments.com
85
STRATEGIC INVESTMENT ADVISORS, LLC — crossed $1B in regulatory AUM ($947.1M -> $1.12B). IAPD ↗
$1.12B RAUM · 12 reps · 248-567-6688 · retirementplanningedu.com
85
SOVRAN ADVISORS, LLC — crossed $1B in regulatory AUM ($841.6M -> $1.17B). IAPD ↗
$1.17B RAUM · 43 reps · 619-281-9890 · sovranadvisors.com
70
ALEXANDER INVESTMENT SERVICES CO. — crossed $500M in regulatory AUM ($488.7M -> $592.8M). IAPD ↗
$592.8M RAUM · 12 reps · 502-459-4414 · aisretirement.com
70
MAIA WEALTH — crossed $500M in regulatory AUM ($392.5M -> $669.5M). IAPD ↗
$669.5M RAUM · 30 reps · (720) 644-8803
70
FORTIS CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($331.8M -> $630.6M). IAPD ↗
$630.6M RAUM · 37 reps · (775) 446-4208 · fortiscapitaladvisors.com
43
ARGYLE CAPITAL MANAGEMENT, LLC — filed an Item 4A succession naming ARGYLE CAPITAL MANAGEMENT INC (CRD 106576) — an entity change, not a deal. IAPD ↗
$324.2M RAUM · 3 reps · 610-997-3777 · argylecapital.net
43
GR FINANCIAL GROUP, LLC — filed an Item 4A succession naming GR FINANCIAL GROUP, LLC (CRD 172370) — an entity change, not a deal. IAPD ↗
$814.8M RAUM · 6 reps · 520-577-4711 · gr-financialgroup.com
43
HIGHLINE WEALTH PARTNERS — filed an Item 4A succession naming HIGHLINE WEALTH PARTNERS (CRD 284712) — an entity change, not a deal. IAPD ↗
$493.7M RAUM · 13 reps · 818-340-0157
75
TUTTLE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($680.9M -> $1.64B). IAPD ↗institutional
$1.64B RAUM · 4 reps · 888-723-2821 · tuttlecap.com
75
STANDPOINT ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($804.3M -> $1.05B). IAPD ↗institutional
$1.05B RAUM · 6 reps · (602) 688-2918 · standpointfunds.com
70
MARCYPEN CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($386.1M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 14 reps · 424-421-6040 · marcypen.com
60
ANDALUSIAN CREDIT PARTNERS, LLC — crossed $500M in regulatory AUM ($940,916 -> $513.7M). IAPD ↗institutional
$513.7M RAUM · 10 reps · 646-989-4070 · andalusian.com
55
KIAN CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($263.3M -> $594.6M). IAPD ↗fund
$594.6M RAUM · 15 reps · 704-943-2500

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.