Perigon Wealth Management
Perigon Wealth Management is an independent, fee-only Registered Investment Advisor managing approximately $11.2 billion in client assets across 20+ US offices, serving high-net-worth individuals, families, executives, business owners, athletes, and organizations with holistic wealth management, financial planning, and investment advisory services.
- Company typePrivate
- Founded2004
- HeadquartersSan Francisco, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Perigon Wealth Management does
Perigon Wealth Management is an independent, fee-only Registered Investment Advisor headquartered in San Francisco that provides holistic wealth management, financial planning, and investment advisory services to high-net-worth and ultra-high-net-worth individuals and families, corporate executives, business owners, professional athletes, musicians and entertainers, and nonprofit organizations. The firm operates an open-architecture investment platform supported by multiple custodian integrations (Schwab, Fidelity, Pershing, SEI, and Goldman Sachs Custody Solutions), Orion for portfolio management and client financial reporting, and LifeTrack for ongoing client performance tracking. As of December 31, 2025, Perigon manages approximately $11.2 billion in client assets through 150+ associates across 20+ office locations in 15 states, with sub-brands including Perigon Private Wealth (ultra-high-net-worth family office solutions) and Sports & Entertainment Advisory.
Perigon Wealth Management firmographics
Firmographics- Name
- Perigon Wealth Management
- Legal name
- Perigon Wealth Management, LLC
- Website
- https://perigonwealth.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Perigon Wealth Management is an independent, fee-only Registered Investment Advisor managing approximately $11.2 billion in client assets across 20+ US offices, serving high-net-worth individuals, families, executives, business owners, athletes, and organizations with holistic wealth management, financial planning, and investment advisory services.
- Ownership category
- akta.pro rank
Perigon Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where Perigon Wealth Management is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices21 records
Markets served
Perigon Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Fees: Perigon Wealth Management operates as a fee-only registered investment advisor, charging advisory fees for financial planning and wealth management services. The firm is described as charging on a fee-only basis, ensuring advice is unbiased and client-focused, with no commissions.
- Assets Under Management (AUM) Fees: As an RIA managing approximately $11.2 billion in client assets, Perigon generates revenue based on a percentage of assets under management. The firm serves high-net-worth and ultra-high-net-worth clients with holistic wealth management services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fee-only advisory services with no commissions charged to ensure unbiased, client-focused advice. |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Perigon Wealth Management product offering
Product offeringCore offering
Perigon Wealth Management is an independent Registered Investment Advisor providing fee-only, holistic wealth management services to high-net-worth individuals, families, executives, business owners, professional athletes, entertainers, and organizations. Core services span financial planning, investment management, retirement planning, tax and estate planning, family office solutions through Perigon Private Wealth, sustainable and impact investing, and specialized Sports & Entertainment advisory practices, delivered by advisor-led teams across more than 20 U.S. office locations.
Product overview
Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) offering a unified wealth management platform with comprehensive financial planning, investment management, and advisory services. The firm operates a platform-plus-partner model, combining core services (wealth management, financial planning, investment management) with specialized sub-brands including Perigon Private Wealth for ultra-high-net-worth families, Sports and Entertainment Advisory, Sustainable Investing, and Impact Investing Services. The firm has expanded through multiple acquisitions including Gitterman Wealth Management (climate-aware investing), Prudeo Partners, Nauset Wealth Management, and Creative Financial Planning. Key programs include the Path to Partnership Program for advisor development and a proprietary Scalable Organic Growth Platform integrating AI-enabled insights. Perigon supports advisors with an open architecture investment platform and multiple custodian integrations (Schwab, Fidelity, Pershing, SEI). The firm manages approximately $11.2 billion in client assets across 20+ office locations nationwide.
Differentiator
Problem solved
Functional benefit
Brands
- Perigon Private Wealth (PPW): Family office solutions for ultra-high net worth families
Products and services
- Wealth Management Services Holistic, fee-only wealth management service combining financial planning, investment management, tax and estate planning, and ongoing advisory for high-net-worth individuals, families, executives, business owners, athletes, entertainers, and organizations.
- Financial Planning Comprehensive financial planning service covering budgeting, cash flow, retirement, education, insurance, and goal-based planning integrated with investment management.
- Investment Management Discretionary investment management delivered through an open-architecture platform with access to multiple custodians (Schwab, Fidelity, Pershing, SEI, Goldman Sachs) and the Orion portfolio management system, supporting diversified portfolio construction aligned to client goals.
- Perigon Private Wealth Family-office-style offering for clients with complex, multigenerational wealth needs, providing coordinated investment management, financial planning, tax planning, estate planning, and related services.
- Sports and Entertainment Advisory Specialized wealth management practice serving professional athletes, musicians, and entertainers, with services covering career-earnings planning, brand building, image rights, licensing, tour support, and post-career transition planning.
- Sustainable Investing Portfolio construction and management service that incorporates environmental, social, and governance (ESG) criteria and sustainability considerations into investment strategy for values-aligned clients.
- Impact Investing Services Investment service line that aligns client capital with measurable social and environmental impact themes, integrating impact objectives with financial return targets.
- Retirement, Tax, and Estate Planning Integrated retirement, tax, and estate planning services bundled with wealth management, addressing retirement income strategy, tax minimization, and multigenerational wealth transfer for individuals, families, and business owners.
Quantifiable outcome
- Named to Barron's Top 100 RIA Firms 2025 at #86, debuting on the list.
- +4 more outcomes
Companies that use Perigon Wealth Management
Customer profileNamed customers6 records
Segments7 records
Ideal customer profiles6 records
Perigon Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability4 records
Feature3 records
Perigon Wealth Management partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and minor.
- Goldman Sachs Custody SolutionscorePerigon offers Goldman Sachs custody solutions as a custody option for advisors serving ultra-high-net-worth clients. Goldman Sachs provides custody, clearing and certain brokerage services through GSCS, an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. This partnership allows Perigon to leverage the Goldman Sachs brand to reassure wealthy clients during the independent RIA movement.
- SchwabcoreSchwab serves as one of Perigon's primary custodial partners, providing account custody, reporting, and operational infrastructure. Perigon uses Orion's portfolio management platform which integrates with Schwab for client reporting and account management.
- Fidelity InvestmentscoreFidelity Investments is one of Perigon's custodial partners, providing custody and operational infrastructure for client accounts. Perigon works with Fidelity as part of its open architecture platform approach.
- PershingcorePershing (BNY Pershing) is one of Perigon's custodial partners, providing account custody and operational infrastructure. Perigon leverages Pershing as part of its multi-custodian open architecture approach.
- SEIcoreSEI is one of Perigon's custodial partners, providing operational infrastructure and account services. Perigon leverages SEI alongside Schwab, Fidelity, and Pershing as part of its flexible technology infrastructure.
- Orion Advisor TechnologycorePerigon uses Orion's portfolio management platform for client financial reporting, billing, and portfolio management. The Orion platform is integrated with custodial partners to provide a unified operational system.
- Premier Sports NetworkminorPerigon has a partnership with Premier Sports Network to bring wealth management services to professional athletes. Marc Specht leads Perigon's partnership with Premier Sports Network, providing specialized services for athletes.
- Prager Metis CPAsminorPerigon formed a strategic alliance with Prager Metis CPAs LLC, a tax advisory firm, as part of its September 2022 expansion activities. The alliance provides coordinated tax and financial advisory services to clients.
- Commonwealth Financial NetworkminorCreative Financial Planning Inc., which Perigon acquired in 2024, was formerly associated with Commonwealth Financial Network. This represents a historical relationship rather than an active Perigon partnership.
Scale indicators15 records
Recent moves9 records
Expansion highlights6 records
Perigon Wealth Management competitors and assessment
Company assessmentDirect peers
- Carson Group: RIA platform offering advisor support, coaching, and back-office infrastructure. Comparable to Perigon in serving independent advisors and small firms through a partnership/franchise-like model.
- Bessemer Trust: Privately held wealth management and investment firm focused on UHNW families. Comparable to Perigon's Perigon Private Wealth (PPW) sub-brand in serving ultra-high-net-worth families with multi-generational planning.
- Wealth Enhancement Group: Private RIA consolidator that has scaled through acquisitions of small-to-mid RIAs. Comparable to Perigon in roll-up strategy, HNW client focus, and reliance on multiple third-party custodians.
- Focus Financial Partners: One of the largest private RIA consolidators, built through advisor partnership and M&A. Closely comparable to Perigon in business model, though significantly larger in scale and with a public-market listing history.
- Hightower Advisors: Large independent RIA platform with a partnership-and-acquisition model serving HNW/UHNW clients. Highly comparable to Perigon in advisor-recruitment, multi-custodian approach, and M&A-driven AUM growth.
- Steward Partners: RIA partnership model with a focus on advisor recruitment from wirehouses and broker-dealers. Closely comparable to Perigon in advisor-led ownership philosophy and Path-to-Partnership-style economics.
- Mariner Wealth Advisors: Large independent RIA serving HNW/UHNW individuals and families. Comparable to Perigon in client segmentation, fee-only advisory model, and national multi-office footprint.
- Sanctuary Wealth: Partnership-model RIA platform that recruits wirehouse advisors and supports them with multi-custodian infrastructure. Directly comparable to Perigon's Path to Partnership and open-architecture approach.
Broad incumbents
- Cetera Financial Group: Larger diversified financial services platform that supports independent advisors and RIAs. Comparable to Perigon in target advisor base but broader in product set (broker-dealer, insurance, banking) and significantly larger.
- Edelman Financial Engines: Large independent RIA serving a broad mass-affluent to HNW client base. Comparable to Perigon in independent fee-only positioning but significantly larger and more technology-centric.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Perigon Wealth Management social profiles
Digital presencePerigon Wealth Management compliance and trust
Trust signalCompliance5 records
Perigon Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Perigon Wealth Management leadership team
Management profileNumber of profiles
Profiles7 records
Perigon Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries4 records
Perigon Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Perigon Wealth Management M&A and investment
M&A and investmentM&A6 records
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Perigon Wealth Management
What does Perigon Wealth Management do?
Perigon Wealth Management is an independent Registered Investment Advisor providing fee-only, holistic wealth management services to high-net-worth individuals, families, executives, business owners, professional athletes, entertainers, and organizations. Core services span financial planning, investment management, retirement planning, tax and estate planning, family office solutions through Perigon Private Wealth, sustainable and impact investing, and specialized Sports & Entertainment advisory practices, delivered by advisor-led teams across more than 20 U.S. office locations.
Is Perigon Wealth Management a public or private company?
Perigon Wealth Management is a private company. It is classified as venture growth investor backed and is currently operating.
When was Perigon Wealth Management founded?
Perigon Wealth Management was founded in 2004. It employs 101 to 250 people.
Where is Perigon Wealth Management based?
Perigon Wealth Management is headquartered in San Francisco, United States, in the North America region.
How does Perigon Wealth Management make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are assets Under Management (AUM) Fees.
Who are Perigon Wealth Management's main competitors?
Direct peers on record are Carson Group, Bessemer Trust, Wealth Enhancement Group, Focus Financial Partners, Hightower Advisors, Steward Partners, Mariner Wealth Advisors and Sanctuary Wealth. Broad incumbents are Cetera Financial Group and Edelman Financial Engines.
Does Perigon Wealth Management have an API?
No public API is recorded for Perigon Wealth Management.
What industry is Perigon Wealth Management in?
Perigon Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes). Its NAICS code is 523940 and its SIC code is 6282.