Best Workplace 2026
Evaluated on 37 key benefits including insurance, paid leave, wellness and employee experience offerings.
#86 Top 100 RIA Firms 2025
Ranked by AUM, client retention, team diversity, and compliance records.
#71 America's Top RIA Firms 2024
Based on in-person interviews, revenue trends, AUM, and fiduciary practices via SHOOK Research.
Best Workplace
2026
Top 100 RIA Firms
2025
Best Financial Advisory Firms
2026, 2025, 2023
Top Financial Advisory Firms
2026, 2025
America’s Top RIA Firms
2024
RIA Firms to Watch
2026
RIA Ranking
2026, 2025
100 Fastest-Growing Private Companies in the Bay Area
2024, 2023
Inc.
Inc awarded Perigon Wealth Management Best Workplace (2026). Inc. partners with Quantum Workplace to evaluate candidates on a list of 37 key benefits available to at least half of the firm’s workforce, based on data for the calendar year ending December 31, 2025. Candidates must be independent, U.S.-based businesses with at least five permanent employees, operating for at least two years, and have less than $1 billion in total annual revenue. Employees must complete a survey. Perigon paid a fee to apply and a separate fee to use Inc.’s logo and marketing materials. Past recognition does not guarantee future results. For methodology, visit Inc.
Barron’s
Barron’s awarded Perigon Wealth Management Top 100 RIA Firms (2025). Rankings are based on data provided by firms and verified through regulatory records, based on data for the calendar year ending December 31, 2025. The formula considers assets under management, revenue, and quality of practice, including factors such as growth, client retention, team diversity, experience, and compliance records. No fee was paid for consideration in the ranking, however, Perigon paid a fee to use Barron’s logo and marketing materials. Past recognition does not guarantee future results. For methodology, visit Barron’s.
Forbes
Forbes recognized Perigon Wealth Management among America’s Top RIA Firms (2024). All rankings, developed by SHOOK Research, are based on qualitative and quantitative data but use distinct evaluation criteria, based on data as of June 30, 2025. The RIA Firms ranking considers in-person, virtual, and telephone interviews, revenue trends, assets under management, compliance records, and evidence of fiduciary practices and client service culture. Portfolio performance is not a criterion. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit Forbes.
Newsweek
Newsweek awarded Perigon Wealth Management America’s Top Financial Advisory Firms (2025, 2026). Rankings are generated from data sources deemed reliable and formed based on a methodological analysis of data spanning the last 24 months. Rankings were based on asset and client performances, adviser expertise, client-to-adviser ratio, breadth of services offered, and management of conflicts of interest. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit Newsweek.
USA Today
USA Today awarded Perigon Wealth Management Best Financial Advisory Firms (2026, 2025, 2023). Analysis reflects data available through February 13, 2025, and are based on the growth of AUM over the short term period of twelve months and long term period of five years, as well as the number of recommendations they received from clients and peers. No fee was paid for consideration in the ranking, however, Perigon paid a fee to use USA Today’s logo and marketing materials. Past recognition does not guarantee future results. For methodology, visit Statista Rankings.
AdvisorHub
AdvisorHub recognized Perigon Wealth Management as a RIA to Watch (2026). Data is sourced by FINTRX from public filings ending December 31, 2024. Rankings are based on firm scale and multi-year growth, including assets under management, headcount, client base, and employee-to-asset ratios, using data from public filings and FINTRX. Greater weight is placed on growth than scale, with adjustments for recent and multi-year performance. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit AdvisorHub.
Financial Advisor Magazine
Financial Advisor Magazine awarded Perigon Wealth Management RIA Discretionary & Non-Discretionary AUM Ranking (2026, 2025, 2024), and Top 50 Fastest-Growing Firms (2026, 2025). Rankings were based on firm assets under management at year end. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit FA Magazine.
San Francisco Business Times
San Francisco Business Times awarded Perigon Wealth Management 100 Fastest-Growing Private Companies in the Bay Area (2024, 2023). Rankings are based on fiscal year revenue data for 2022 and 2023. Rankings were based on being headquartered in the Bay Area, net revenue of greater than $200,000 in fiscal year, independent, privately held corporation, proprietorship or partnership (not a subsidiary or division). Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit Biz Journals.