USA TODAY and Statista recognize Perigon Wealth Management as one of the Best Financial Advisory Firms 2023

April 28, 2023

If you need help deciding what to do with your money in a volatile stock market and uncertain economy, the choices can be bewildering. Financial adviser. Investment adviser. Broker. Financial planner. Certified financial planner.

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).

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Written by Perigon Wealth
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Perigon Wealth Management Acquires Stakeholders Capital, Facilitates Cognizant Wealth Advisors Affiliation Representing a Combined $245 Million AUM

by | Mar 31, 2023

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).