Perigon Makes USA Today’s Best Financial Advisory Firms

April 25, 2024

Finding a financial adviser can be daunting. USA Today ranked the top firms.

The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

This year, besides providing an overall ranking, USA TODAY and Statista included separate groupings based on the amount of assets RIAs oversee so readers can compare firms in similar size classes.

Read the full article by Paul Davidson – USA Today

Written by Perigon Wealth

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