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Integration & migration consulting — December 2024

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

9 firms opened this window in the December 2024 SEC roster: 5 reorganization, 2 aum crossed 1b, 2 aum crossed 500m.

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
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($854.3M -> $1.12B). IAPD ↗
$1.12B RAUM · 5 reps · (408) 217-2000 · wrpwealth.com
70
SEARLE & CO. — crossed $500M in regulatory AUM ($397.4M -> $649.0M). IAPD ↗
$649.0M RAUM · 7 reps · 203-869-4800 · searleco.com
70
5C CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($474.8M -> $525.0M). IAPD ↗
$525.0M RAUM · 7 reps · (347) 331-0648 · 5cwealth.com
45
HORNOR, TOWNSEND & KENT, LLC — filed an Item 4A succession naming HORNOR, TOWNSEND & KENT, LLC (CRD 4031) — an entity change, not a deal. IAPD ↗
$6.86B RAUM · 417 reps · 215-957-7300 · htk.com
45
GUIDELINE INVESTMENTS, LLC — filed an Item 4A succession naming GUIDELINE, INC. (CRD 281515) — an entity change, not a deal. IAPD ↗
$11.71B RAUM · 3 reps · (888) 228-3491
75
SHERMAN PORTFOLIOS, LLC — crossed $1B in regulatory AUM ($202.5M -> $1.60B). IAPD ↗institutional
$1.60B RAUM · 4 reps · 800-634-2008 · shermanportfolios.com
35
ICON INFRASTRUCTURE NORTH AMERICA INC. — filed an Item 4A succession naming ICON INFRASTRUCTURE NORTH AMERICA INC. (CRD 306800) — an entity change, not a deal. IAPD ↗institutional
$1.45B RAUM · 14 reps · 1 929 6884283 · iconinfrastructure.com
30
PENN MUTUAL ASSET MANAGEMENT, LLC — filed an Item 4A succession naming PENN MUTUAL ASSET MANAGEMENT, LLC (CRD 107518) — an entity change, not a deal. IAPD ↗fund
$33.66B RAUM · 33 reps · 215-956-8114 · pennmutualam.com
28
KENT LAKE PR LLC — filed an Item 4A succession naming KENT LAKE PR LLC (CRD 299642) — an entity change, not a deal. IAPD ↗fund
$496.5M RAUM · 1 reps · 415-799-2720

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.