Firm Issued Top Rating of Five Stars and Commended for AUM Compound Annual Growth Rate of 50% to 60% in Five Years
SAN FRANCISCO, November 21, 2024
Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.2 billion in client assets as of June. 30, 20241, announced it received a five-star rating in Newsweek’s Top Financial Advisory Firms 2025 list.
Newsweek created the list with Plant-A Insights Group to “highlight Registered Investment Advisers that go beyond the basics, offering innovative financial solutions, a commitment to fiduciary responsibility and a client-first approach.” The firms analyzed more than 15,000 SEC-registered RIAs with more than $20 million assets under management (AUM). The 2025 list features 750 firms.
“Being recognized by Newsweek as one of the nation’s top financial advisory firms is a testament to the hard work, passion and dedication our advisors and team have to provide best-in-class service to clients. We are proud of our efforts which have supported Perigon’s growth in the past five years.”~ Arthur Ambarik, Perigon’s CEO
Perigon received the top rating of five stars and was noted for its AUM Compound Annual Growth Rate (CAGR) of 50% to 60% over the past five years. Newsweek scored and ranked eligible firms based on asset performance, client performance, advisor expertise, service offerings and absence of conflicts.
Newsweek’s Top Financial Advisory Firms 2025 list was created by Newsweek based on data gathered by Plant-A Insights. No fee was paid to be included in the list or to hold our marketing materials. Inclusion is not indicative of an advisor’s future performance.
Perigon is an advisor-led firm that has added teams and offices across six major markets since December 2021. In January, the firm welcomed Constellation Wealth Capital as a strategic investor. Perigon was named one of Financial Advisor Magazine’s Top 50 Fastest Growing RIAs and included on the 2024 Forbes Top RIA list2.
About Perigon Wealth Management
Perigon Wealth Management, LLC is a registered investment advisor. Founded, owned and led by lifelong financial advisors, Perigon Wealth Management is an independent RIA firm that strives to provide clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals.
Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With approximately $8.2 billion in client assets as of June 30, 2024, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com.
1Perigon provides investment advisory and related services for clients nationally; Perigon will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For more information, please visit www.perigonwealth.com or the Security and Exchange Commission’s (“SEC’s”) website at www.adviserinfo.sec.gov and search with Perigon’s CRD# 131037.
2 Learn more about Financial Advisor Magazine’s Top 50 Fastest Growing RIAs at https://www.fa-mag.com/userfiles/00000000002023_IMAGES_ALL/FA_ISSUES_2023/06_FA_JULYAUG_2023/2023_RIA_Ranking_Online0810.pdf and Forbes” Top RIA ranking methodology at https://www.forbes.com/sites/rjshook/2024/10/08/methodology-americas-top-ria-firms-2024/#:~:text=The%20Forbes%20ranking%20of%20America’s,diligence%20interviews%2C%20and%20quantitative%20data.
See the Newsweek Top Financial Advisory Firms 2025 list at https://www.newsweek.com/rankings/americas-top-financial-advisory-firms-2025.
