AMERICA’S TOP RIA FIRMS
The S&P 500 is up nearly 20%, climbing a wall of worry, which includes wars in the Middle East and Ukraine, and the uncertainty of the upcoming presidential election. Thank the Federal Reserve’s steady hand in reducing inflation and guiding the economy to a so-called soft landing. As investors navigate the fraught market landscape, they turn to registered investment advisory (RIA) firms, which are legally bound by a fiduciary standard to work in a client’s best interest rather than for the highest commissions. The third annual Forbes/Shook Top RIA list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term. Collectively, the 250 advisory firms on this ranking are overseeing more than $1.6 trillion in assets.
IMPORTANT: Perigon Wealth Management, LLC is a registered investment advisor. Information in this message is for the intended recipient[s] only. Perigon Wealth Management, LLC often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. Perigon Wealth Management, LLC makes every effort to ensure that email communications do not contain sensitive information. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this communication is expressly prohibited. We remind our clients and others not to send Perigon Wealth Management, LLC private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note Perigon Wealth Management, LLC does not accept trading or money movement instructions via email. Please visit our website www.perigonwealth.com for important disclosures.
