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.
Barron’s Names Jeremy Paul #35 For The State of Florida In Their 2024 Advisor Ranking
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Press Articles
Perigon Wealth Management Welcomes Two Advisor Firms with Combined $375 Million in AUM
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 Welcomes Prudeo Partners
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…
PSN Names Perigon Official U.S. Wealth Management Partner
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 Welcomes Constellation Wealth Capital As A Strategic Investor
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 Wealth Management Welcomes Wealth Advisors Inc of Nevada
Perigon announced today it has acquired Wealth Advisors Inc., an RIA with more than $275 million assets under management.
Perigon Wealth Management Ranked No.56 on 100 Fastest-Growing Private Companies List
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...
Perigon Named To Forbes America’s Top RIA Firm Ranking 2023
For The Second Year In A Row Perigon is named to the Forbes | SHOOK AMERICA’S TOP RIA FIRMS list October 10, 2023.
Perigon Celebrates Advisor Marc Specht Making Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 List
Perigon Celebrates Advisor Marc Specht Making Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 List
Perigon Is Ranked No. 9 On Financial Advisor Magazine’s Fastest-Growing RIA’s List For 2023
Perigon is ranked number 9 on the Fastest-Growing list and number 96 (out of 521) on the 2023 RIA Ranking.
Perigon Wealth Management names Rafia Hasan as Chief Investment Officer
Perigon Wealth Management announced the appointment of Rafia Hasan, CFA, CFP® as Chief Investment Officer to support its national growth strategy. Hasan will leverage her extensive industry experience and innovative approach to…
Jeremy Paul Acknowledged by AdvisorHub’s 100 Advisors To Watch – Over $1B
100 Advisors To Watch (Over $1B)
These fifty advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.