Wealth Advisors

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).

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

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

• Wealth management services
• Investment advisory
• Financial planning
• Retirement planning
• Estate planning

Headquarters

HQ city

Rancho Santa Fe

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 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

Core 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

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Perigon Wealth ManagementcoreStrategic or Co-development Partner · 29 November 2023Perigon 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

Direct 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

• Xx.com/wealthadvsinc

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealth Advisors