Wealth Advisors
Wealth Advisors is a Perigon-affiliated SEC Registered Investment Advisor founded in 2003, providing integrated wealth management and financial planning to high-net-worth individuals, families, and business owners across Nevada and California with approximately $275 million in client assets.
- Company typePrivate
- Founded2003
- HeadquartersRancho Santa Fe, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Wealth Advisors does
Wealth Advisors Inc. is an SEC Registered Investment Advisor founded in 2003 by Paul Drolson, providing comprehensive wealth management and financial planning services to high-net-worth individuals, families, and business owners. The firm operates from two offices, Henderson, Nevada and Rancho Santa Fe, California, with a team of four advisors plus support staff, and generates revenue primarily through AUM-based advisory fees on approximately $275 million in client assets (as of the November 2023 acquisition). Its core offering is an integrated, single-source wealth planning model that spans investment management, retirement planning, tax planning, estate strategy, insurance, business succession, college savings, and Social Security optimization, delivered through a documented seven-step planning process.
The firm's underlying technology consists of a secure Wealth Planning Portal that provides real-time financial views and document storage for wills, trusts, contracts, and insurance documents, plus an external client login portal at wealth.emaplan.com. Advisory credentials include Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Wealth Strategist (CWS) designations, and the firm markets through content (blog, newsletter, financial calculators, tax resources) and direct advisor consultations.
In November 2023, Wealth Advisors was acquired by Perigon Wealth Management, an independent RIA platform with approximately $8.2 billion in client assets as of June 30, 2024, gaining access to Perigon's technology, capital, and product infrastructure. Founder Paul Drolson became a Partner at Perigon, and the firm now operates as 'Wealth Advisors, A Perigon Partner,' retaining its brand and regional client relationships while participating in Perigon's broader growth and award recognition (including Forbes Top RIA for three consecutive years and Newsweek Top Financial Advisory Firm 2025).
Wealth Advisors firmographics
Firmographics- Name
- Wealth Advisors
- Legal name
- Wealth Advisors Inc.
- Website
- https://wealthadvisorsinc.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Wealth Advisors is a Perigon-affiliated SEC Registered Investment Advisor founded in 2003, providing integrated wealth management and financial planning to high-net-worth individuals, families, and business owners across Nevada and California with approximately $275 million in client assets.
- Ownership category
- akta.pro rank
Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Rancho Santa Fe
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management & Advisory Fees: The firm generates revenue through AUM-based fees and financial planning advisory services. As an SEC Registered Investment Advisor, the firm charges fees typically based on assets under management.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Wealth Advisors product offering
Product offeringCore offering
Wealth Advisors is an independent SEC Registered Investment Advisor that provides comprehensive wealth management and financial planning services to individuals, families, and business owners. Its offerings span investment and portfolio management, retirement planning, tax planning, estate planning, life insurance planning, alternative investments, and business financial solutions. The firm acts as a fiduciary coordinator across clients' CPAs, attorneys, and insurance agents to deliver a single-source financial planning experience.
Product overview
Wealth Advisors is a comprehensive wealth management firm that offers a single-source approach to financial planning for high-net-worth individuals, families, and business owners. The core offering consists of integrated wealth planning and management services delivered through a seven-step planning process, supported by specialized services for personal wealth planning, investment management, business financial solutions, and estate strategy. Additional modules include financial calculators, tax resources, a secure client wealth planning portal, life insurance planning, and Social Security optimization. The firm operates as a SEC Registered Investment Advisor and serves as a Perigon Partner.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Planning and Management Services
Companies that use Wealth Advisors
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Wealth Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Perigon Wealth ManagementcorePerigon Wealth Management acquired Wealth Advisors Inc. with $275 million in client assets in November 2023. Paul Drolson became a Partner at Perigon. The transaction extends Perigon's footprint to 9th state and into California's San Diego County. Perigon has approximately $5.6 billion in client assets.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Aspiriant: Independent, fee-only RIA serving high-net-worth individuals and families with comprehensive wealth planning. Comparable in size and HNW focus to Wealth Advisors, with similar fiduciary structure and integrated planning approach.
- Modera Wealth Management: Independent, fee-only RIA serving HNW individuals, families, and business owners with comprehensive financial planning. Similar size, HNW focus, and integrated wealth management offerings as Wealth Advisors.
- Wescott Financial Advisory Group: Independent RIA providing comprehensive wealth management and investment advisory services to HNW clients. Comparable scope of services including tax, estate, and retirement planning for affluent individuals.
- Buckingham Strategic Wealth: Mid-sized independent RIA offering comprehensive wealth management to HNW clients with evidence-based investment approach. Directly comparable service model, client segment, and fee-only RIA structure to Wealth Advisors.
Broad incumbents
- Carson Group: Large RIA partnership platform serving financial advisors and their HNW clients with comprehensive wealth management. Similar partnership-acquisition model to Perigon; provides technology, coaching, and growth resources to advisor partners.
- Creative Planning: Large independent, fee-only RIA serving HNW individuals, families, and business owners with comprehensive wealth management. Operates at materially larger scale but provides directly comparable comprehensive planning services.
- Edelman Financial Engines: One of the largest independent RIAs offering comprehensive financial planning and investment management to HNW and mass-affluent clients. Overlapping comprehensive planning value proposition and HNW client base, though at much larger scale.
- Mercer Advisors: National RIA providing comprehensive wealth management, tax planning, and estate services to HNW households. Direct overlap in service offerings and target client segment; operates at significantly larger scale than Wealth Advisors.
- Wealth Enhancement Group: RIA rollup platform acquiring independent wealth management firms across the U.S. Comparable in business model to Perigon's acquisition strategy; serves HNW clients with comprehensive planning and investment management.
- Sanctuary Wealth: RIA partnership platform that partners with high-net-worth advisors and small wealth management firms—directly comparable to the Perigon model that acquired Wealth Advisors. Provides technology, capital, and back-office support to advisor partners.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Wealth Advisors social profiles
Digital presenceWealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealth Advisors leadership team
Management profileNumber of profiles
Profiles4 records
Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealth Advisors
What does Wealth Advisors do?
Wealth Advisors is an independent SEC Registered Investment Advisor that provides comprehensive wealth management and financial planning services to individuals, families, and business owners. Its offerings span investment and portfolio management, retirement planning, tax planning, estate planning, life insurance planning, alternative investments, and business financial solutions. The firm acts as a fiduciary coordinator across clients' CPAs, attorneys, and insurance agents to deliver a single-source financial planning experience.
Is Wealth Advisors a public or private company?
Wealth Advisors is a private company. It is classified as corporate owned and is currently operating.
When was Wealth Advisors founded?
Wealth Advisors was founded in 2003. It employs 1 to 10 people.
Where is Wealth Advisors based?
Wealth Advisors is headquartered in Rancho Santa Fe, United States, in the North America region.
How does Wealth Advisors make money?
One revenue line is on record: wealth Management & Advisory Fees.
Who are Wealth Advisors's main competitors?
Direct peers on record are Aspiriant, Modera Wealth Management, Wescott Financial Advisory Group and Buckingham Strategic Wealth. Broad incumbents are Carson Group, Creative Planning, Edelman Financial Engines, Mercer Advisors, Wealth Enhancement Group and Sanctuary Wealth.
Does Wealth Advisors have an API?
No public API is recorded for Wealth Advisors.
What industry is Wealth Advisors in?
Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 52394 and its SIC code is 6282.