Article by Steve Garmhausen | Barron'sThe high cost of hurricanes and wildfires has prompted major insurers in recent years to jack up premiums, raise deductibles, and in some cases pull out of states like Florida, Louisiana, and California. With property and casualty...
Arthur Ambarik shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.
Perigon Celebrates Advisor Marc Specht Making Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 List
Perigon is ranked number 9 on the Fastest-Growing list and number 96 (out of 521) on the 2023 RIA Ranking.
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…
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.
An inaugural list of the Best Financial Advisory Firms of 2023, developed for USA TODAY by market research firm Statista, attempts to simplify the jumble.
The list is based on the belief, espoused by many financial experts, that the best place to start is with registered investment advisers (RIAs).
Perigon Wealth Management LLC (“Perigon” or “the firm”) — a rapidly growing independent wealth management firm with offices across the country and approximately $4.8 billion in client assets as of Feb. 28, 2023 — today announced it has acquired Stakeholders Capital with $145 million in assets under management (AUM).
Perigon makes the Forbes America’s Top RIA Firms list in 2022…
Last week the major benchmarks ended lower with relatively few critical economic releases or other concrete sentiment drivers. Sector performance was relatively uniform within the S&P 500 Index, with energy stocks being
Major indexes extended their winning streaks into February, helped by some upside surprises in economic data and fourth-quarter earnings reports, as well as what some saw as encouraging signals from the Federal Reserve.