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Integration & migration consulting — May 2025

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

5 firms opened this window in the May 2025 SEC roster: 5 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

70
PERSONAL FINANCIAL MANAGEMENT — crossed $500M in regulatory AUM ($495.5M -> $505.2M). IAPD ↗
$505.2M RAUM · 2 reps · 619-435-1600
70
TALON PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($97.9M -> $876.9M). IAPD ↗
$876.9M RAUM · 8 reps · (352) 751-3200
55
WAVE EQUITY PARTNERS — crossed $500M in regulatory AUM ($498.6M -> $516.8M). IAPD ↗fund
$516.8M RAUM · 4 reps · 617-350-9808 · waveep.com
55
RED ARTS CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($373.4M -> $541.3M). IAPD ↗fund
$541.3M RAUM · 13 reps · 312-678-4251
55
CIVITAS CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($413.5M -> $513.9M). IAPD ↗fund
$513.9M RAUM · 16 reps · 214-572-2300

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.