Perigon Wealth Management, LLC

RIASEC RegisteredEst. 2004

Total AUM

$11.3B

Discretionary

$9B

80% of AUM

Avg account

$638K

Accounts

17,713

Employees

159

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 131037
Registered since: April 7, 2004
Website: www.perigonwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.05%
Individuals16%
Pension & Profit Sharing Plans9.7%
Corporations / Businesses5.46%
Charitable Organizations2.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Perigon Wealth Management, LLC is an independent registered investment adviser that manages portfolios for high-net-worth individuals, families and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutions, and it conducts pension consulting and third‑party manager selection. Perigon charges based on a percentage of assets under management and also offers hourly and fixed-fee arrangements. The firm reports active consideration of ESG factors in its investment approach and identifies itself as a capital allocator that uses external managers alongside in‑house solutions. Perigon has been recognized in industry rankings over several years, including listings by the Financial Times (Top 300 RIAs, 2020), Forbes (Top RIA Firms, 2022; America’s Top RIA Firms, 2023; Top RIA Firms, 2024), Barron’s (Top 100 RIA Firms, 2025) and AdvisorHub (50 RIA Firms to Watch, 2026).