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.
Perigon Wealth Articles
USA TODAY and Statista recognize Perigon Wealth Management as one of the Best Financial Advisory Firms 2023
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 Advisors Arthur Ambarik, Jeremy Paul and Marc Specht Are Named To Forbes Best-In-State Wealth Advisors List
Best-in-State List Wealth Advisors Perigon Wealth Advisors Arthur Ambarik, Jeremy Paul and Marc Specht Are Named To Forbes Best-In-State Wealth Advisors List. View the Forbes/Shook Best-in-State Wealth Advisors ranking for 2023
Perigon Wealth Management Acquires Stakeholders Capital, Facilitates Cognizant Wealth Advisors Affiliation Representing a Combined $245 Million AUM
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
Perigon makes the Forbes America’s Top RIA Firms list in 2022…
Last Week in Review – February 10, 2023
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
Last Week in Review – February 3, 2023
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.
Last Week in Review – January 27, 2023
Last week stocks resumed their winning streak, as investors appeared to welcome some hopeful signals that the economy might skirt a recession in 2023. Consumer discretionary stocks were solid, thanks partly to a big jump in Tesla shares over the week following a favorable outlook from CEO Elon Musk.
Last Week in Review – January 20, 2023
Last week, the major indexes ended mixed as recession fears appeared to weigh on sentiment. The narrowly focused Dow Jones Industrial Average performed worst. It gave back a portion of its strong rally in the first two weeks of the year, while the technology-heavy Nasdaq Composite recorded a modest gain.
Last Week in Review – January 13, 2023
I hope you are celebrating the life of Martin Luther King.
Stocks recorded second consecutive positive gains last week as investors weighed vital inflation data and quarterly earnings reporting season kicked off in earnest on Friday.
Last Week in Review – January 6, 2023
Last Week In ReviewA Friday rally following an encouraging jobs report left the major indexes with a gain to start the year. Communication services stocks led the gains, helped by rallies in Charter Communications, Netflix, and Facebook parent Meta Platforms. Trading...
Last Week in Review – December 23, 2022
Last Week In ReviewLast week major indexes were mixed in generally quiet holiday season trading. The Dow Jones Industrial Average and S&P MidCap 400 Index recorded modest gains, while the Nasdaq Composite dropped nearly 2% despite recording its best daily gain...
