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Integration & migration consulting — January 2025

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

18 firms opened this window in the January 2025 SEC roster: 7 aum crossed 1b, 6 aum crossed 500m, 5 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
MISSIONSQUARE RETIREMENT — crossed $1B in regulatory AUM ($668.2M -> $6.11B). IAPD ↗
$6.11B RAUM · 224 reps · 202-962-4600
85
SOFI WEALTH LLC — crossed $1B in regulatory AUM ($943.5M -> $1.37B). IAPD ↗
$1.37B RAUM · 10 reps · 855-525-7634
85
CHEQUERS FINANCIAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($812.0M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 415-964-5001
85
NEW AGE ALPHA — crossed $1B in regulatory AUM ($195.9M -> $2.67B). IAPD ↗
$2.67B RAUM · 10 reps · (212) 922-2699 · newagealpha.com
85
MADISON PARTNERS — crossed $1B in regulatory AUM ($559.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 12 reps · 608-210-1021
70
CALDWELL SUTTER CAPITAL, INC. — crossed $500M in regulatory AUM ($488.4M -> $571.1M). IAPD ↗
$571.1M RAUM · 6 reps · 415-962-2526 · cald.com
70
FCA CORP — crossed $500M in regulatory AUM ($465.4M -> $525.7M). IAPD ↗
$525.7M RAUM · 11 reps · 713-781-2856
70
QUANTUM FINANCIAL PLANNING SERVICES, INC. — crossed $500M in regulatory AUM ($466.4M -> $591.6M). IAPD ↗
$591.6M RAUM · 9 reps · 509-328-6653 · quantumplanning.com
70
O'ROURKE & COMPANY, INCORPORATED — crossed $500M in regulatory AUM ($412.1M -> $518.1M). IAPD ↗
$518.1M RAUM · 2 reps · 617-482-4200
70
SFE INVESTMENT COUNSEL INC. — crossed $500M in regulatory AUM ($441.8M -> $581.6M). IAPD ↗
$581.6M RAUM · 8 reps · 213-612-0220 · sfeic.com
45
COMPREHENSIVE FINANCIAL MANAGEMENT LLC — filed an Item 4A succession naming COMPREHENSIVE FINANCIAL MANAGEMENT LLC (CRD 159641) — an entity change, not a deal. IAPD ↗
$16.67B RAUM · 13 reps · 408-358-3316
43
COPPERLEAF CAPITAL, LLC — filed an Item 4A succession naming COPPERLEAF CAPITAL, LLC (CRD 117823) — an entity change, not a deal. IAPD ↗
$255.1M RAUM · 4 reps · 919-787-9725
43
HANLON INVESTMENT MANAGEMENT, INC. — filed an Item 4A succession naming HANLON INVESTMENT MANAGEMENT, INC. (CRD 118851) — an entity change, not a deal. IAPD ↗
$607.5M RAUM · 20 reps · 609-601-1200
40
PACIFICA WEALTH ADVISORS, INC. — filed an Item 4A succession naming PACIFICA WEALTH ADVISORS, INC. (CRD 136054) — an entity change, not a deal. IAPD ↗
$161.1M RAUM · 1 reps · (855) 554-3677
40
TITAN CAPITAL MANAGEMENT — filed an Item 4A succession naming TITAN CAPITAL MANAGEMENT (CRD 319447) — an entity change, not a deal. IAPD ↗
$100.9M RAUM · 2 reps · (209) 529-3089 · titanmanagers.com
75
ALLIANT RETIREMENT CONSULTING — crossed $1B in regulatory AUM ($144.0M -> $3.62B). IAPD ↗institutional
$3.62B RAUM · 23 reps · (713) 470-4208 · alliantretirementconsulting.com
70
COLBECK CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($821.3M -> $1.60B). IAPD ↗fund
$1.60B RAUM · 12 reps · +1 (212) 603-2800 (EST) · colbeck.com
55
ZANBATO ADVISORS LLC — crossed $500M in regulatory AUM ($335.2M -> $506.9M). IAPD ↗fund
$506.9M RAUM · 3 reps · 866-926-2286 · zanbato.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.