Perigon Wealth Management Repeats Newsweek Top Financial Advisory Firm Recognition
Firm Retains Five-Star Rating
Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $10.2 billion in client assets as of Sept. 30, 2025(1), announced it was again named to the America’s Top Financial Advisory Firms 2026 list compiled by Newsweek.
Perigon retained its five-star rating and reported an assets under management (AUM) compound annual growth rate (CAGR) over five years of 31% to 40%.
“This recognition is because of the passion and dedication our team members and financial advisors have for providing the services that clients want. I’m proud of the culture we have created together to help our community grow and focus on what’s important to their lives. We are honored to be considered one of the top firms in the industry.”
– Arthur Ambarik, CEO of Perigon Wealth Management
Newsweek partnered with research and analytics firm Plant-A Insights Group to create the 2026 list of 1,000 firms. America’s Top Financial Advisors Firms recognition debuted in 2025. Firms were required to have more than $20 million in AUM, at least three wealth advisors, a minimum of five individual clients and at least two years of SEC registration. They were then evaluated on asset performance, client performance, adviser expertise, client ratio, breadth of service offerings and conflicts of interest.
Perigon is an advisor-led firm that has also been recognized by Barron’s as a Top 100 RIA and by Forbes as a Top RIA.
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 $10.2 billion in client assets as of Sept. 30, 2025, 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.
(1) Perigon 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.
