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Perigon Leaders Named InvestmentNews Top Financial Professionals USA
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Press Articles
Perigon Wealth Management Launches Development of Scalable Organic Growth Platform
Perigon Wealth announced it enhanced its management team with the addition of Jon Seif as Managing Director of Digital Strategy and Luke Samuels as Senior Director of Business Development to continue driving organic growth.
Perigon Wealth Management Enhances Impact Investing Team and Services
Perigon Wealth Management announced it has enhanced its existing impact investing services by creating an Impact Team.
Perigon named 2026 RIA Firm to Watch by AdvisorHub
Perigon was ranked #21 out of 25 mid-sized RIAs on AdvisorHub’s RIA Firms to Watch in 2026.
Perigon Repeats Newsweek Top Financial Advisory Firm Recognition
Perigon Wealth Management Repeats Newsweek Top Financial Advisory Firm RecognitionFirm Retains Five-Star RatingPerigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $10.2...
Perigon Wealth Management Advisor Danny McAuliffe Recognized As Rising Star
NextGen Leader Recognized by Industry Media as Exceptional Wealth Managers Under 40 SAN FRANCISCO, OCT. 24, 2025Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $9.3...
Perigon Makes Its Debut on the 2025 Barron’s Top 100 RIA List
We’re honored to share that Perigon Wealth Management has been recognized by Barron’s as one of the Top 100 RIA Firms for 2025, debuting at No. 86 on the list.
Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors
Perigon Wealth Management announced President Jeremy Paul was ranked No. 70 on the 2025 Barron’s Top 100 Independent Advisors list.
Welcoming Gitterman Wealth Management to Perigon
We’re pleased to share that Gitterman Wealth Management and Gitterman Asset Management have joined Perigon Based in Edison, New Jersey, the Gitterman team manages $1.3 billion in assets for individual investors, families, small business owners, and higher-education...
Perigon Wealth Management Welcomes Jeremy Kovacs To Enhance Southern California Presence
Perigon Wealth Management announced the appointment of Jeremy Kovacs as a Managing Director, Wealth Advisor. He manages over $300 million in total client assets and will help expand Perigon’s footprint in Orange County, California.
Perigon Wealth Management Executives and Advisors Deliver Keynotes, Support Panel Discussions at Leading Industry Conferences
Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $8.7 billion in client assets as of Dec. 31, 2024, announced its executives and advisors will present at several leading...
Jeremy Paul Ranked 15 Top Financial Advisors in the USA by InvestmentNews
Jeremy Paul has been named one of the top 15 financial advisors in the U.S. by InvestmentNews*, recognized for his remarkable achievements in wealth management as they pertain to AUM and client growth. His personalized approach, innovative strategies, and commitment...