Firm is among 506 companies honored for workplace culture, benefits
“In today’s world of competitive workplaces, we take great pride in fostering an environment that makes people excited to come to work, whether it’s at one of our offices or from their home. Our greatest investment is in our people, and it is paying off in the form of a collaborative and supportive environment that empowers our advisors and home office team to better serve our clients.”
~ Arthur Ambarik, Perigon’s CEO
Perigon spotlighted its role as a Net Positive Consortium founding member status and partnership with the Foundation for Financial Planning as components of its people-first culture. It also featured its 1-1-1 program encouraging people to give back through volunteer work, pro bono financial planning, and ongoing support of local charities. The program calls for team members to give 1% of their time, 1% of product, such as financial planning, and 1% of profit to charitable causes.
The firm gives teams the freedom to collaborate across functions, learn through real work and grow their impact over time, without needing permission or sacrificing balance. Perigon thrives on operating with a collaborative, startup-like mindset that results in faster feedback, quicker course correction and clearer expectations.
Inc. partners with Quantum Workplace to evaluate candidates on a list of 37 key benefits — including insurance, paid leave, wellness and employee experience offerings – available to at least half of the firm’s workforce. Candidates must be independent, U.S.-based businesses with at least five permanent employees, operating for at least two years, and have less than $1 billion in total annual revenue. Employees must complete a survey.
See the 2026 Inc. Best Workplaces list at https://www.inc.com/best-workplaces/2026.
Perigon is an advisor-led firm with teams and offices across 19 locations. The firm has been named a Barron’s Top 100 RIA Firms 2025 and one of AdvisorHub’s 50 RIA Firms to Watch in 2026[2].
[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.
[2] Learn more about Barron’s Top 100 RIA Firms 2025 at https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1 and https://www.advisorhub.com/resources/firms-to-watch-in-2026/.
