Perigon Wealth Management LLC today announced the appointment of Maria Daley, CFP®, as Head of Advisor Success & Integration. In this newly created role, Daley will be responsible for ensuring advisors have access to the full scope of the firm’s resources and further enhancing the Perigon platform with added support offerings.
The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.
Chief Investment Officer Rafia Hasan CFA, CFP® will share her market insights and expertise at several upcoming wealth management events.
Volatile but rising markets, with a heavy measure of election year uncertainty are a good environment for the 8,507 seasoned wealth managers populating the sixth annual Forbes/SHOOK Best-in-State Wealth Advisors ranking.
Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.
Perigon Wealth Management announced it has acquired Blue Water Capital Management LLC and Lumin Financial LLC. The firms have collective Assets Under Management (AUM) of approximately $375 million in AUM.
Perigon announced the acquisition of Prudeo Partners, a wealth management firm with offices in Reading, Pennsylvania and West Columbia, South Carolina with approximately $425 million in total client assets…
Premier Sports Network (PSN), the leading private network for the global sports industry, today announced it has established a partnership with Perigon Wealth Management
Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and over $6.5 billion in client assets as of Dec. 31, 2023.
Perigon announced today it has acquired Wealth Advisors Inc., an RIA with more than $275 million assets under management.
Independent Wealth Management Firm Recognized by San Francisco Business Times SAN FRANCISCO, OCT. 19, 2023 — Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in...
For The Second Year In A Row Perigon is named to the Forbes | SHOOK AMERICA’S TOP RIA FIRMS list October 10, 2023.