Office address: 201 Mission St., Suite 1825, San Francisco, CA 94105
Website: perigonwealth.com
Year established: 2004
Company type: financial services
Employees: 150+
Expertise: wealth management, investment management, retirement planning, financial planning, impact and sustainable investing, concentrated stock position management, family office services, estate and legacy planning, alternative investments, career and compensation advisory
Parent company: Perigon Financial Holdings, LLC
Key people: Arthur Ambarik (CEO), Jeremy Paul and Jonathan Hoy (presidents), Rafia Hasan (chief investment officer), Philip Hart (founding partner), David Scarpello (CFO), Jonathan Robbins (general counsel)
Financing status: minority investor-backed
Perigon Wealth Management (Perigon) is an independent, advisor-led RIA headquartered in San Francisco. The firm manages about $11.2 billion in client assets across more than 20 US offices as of December 31, 2025. It aims to help individuals, families, and organizations meet their financial goals through planning, investing, and retirement strategies.
Perigon was co-founded by Mat Johnson and Phil Hart in March 2004 as an independent advisory firm in San Francisco. The firm says that it was formed as a Delaware LLC to advise clients free from product-driven sales pressure. It ran as a smaller practice for more than a decade before its growth took a new turn.
The firm's path shifted in January 2019 after a partnership with wealth management investor Merchant Investment Management. That backing gave Perigon Wealth Management the capital to begin acquiring advisory practices across the country.
Its first deal came in 2020 with a merger with RLP Wealth Management, whose leader Jeremy Paul joined as president. By 2022, Perigon Wealth Management had also merged with PM Wealth Management and allied with tax firm Prager Metis CPAs.
Alternative asset manager Constellation Wealth Capital took a minority stake in January 2024 as Merchant exited after five years. Perigon then acquired three more firms that year, including New York-based Blue Water Capital Management.
The firm also promoted four advisors to partner in 2025 through its Path to Partnership equity program. The program gives select advisors a chance to earn ownership in the company over time.
The firm acquired Gitterman Wealth Management and Gitterman Asset Management in Edison, NJ, in 2025. The deal added $1.3 billion in client assets and a team focused on climate-based investing strategies.
Perigon Wealth Management also earned several InvestmentNews awards that same year. These include:
Full details on these awards and special reports are available on the InvestmentNews Best in Wealth page.
Perigon offers a mix of in-house investment strategies, financial planning, and values-based advisory services:
Perigon Wealth Management also serves athletes, musicians, and entertainers by coordinating with their agents and business managers. The firm runs an open architecture platform that gives joining advisors transition, marketing, and growth support.
The firm says it seeks to create a workplace where team members feel supported and encouraged to act with honesty. Perigon Wealth Management describes its culture as one built on three values:
Perigon Wealth Management operates across 20-plus office locations in the US. It lists the following benefits and support for its team:
Perigon also runs a Women's Circle program, a recurring virtual event series led by its female advisors. The firm hosts client events and center-of-influence gatherings as part of its advisor growth support.
Arthur Ambarik is a CFP and the CEO of Perigon Wealth Management. He has over 20 years of experience in advisory and operational leadership at Ameriprise and LPL. Ambarik graduated from Williams College with a BA in economics.
Perigon Wealth Management's leadership team includes:
The leadership team covers firm-wide strategy, compliance, investments, and corporate development. This structure lets advisors focus on client relationships while the operations side runs in the background.
Perigon Wealth Management hired two senior leaders in early 2026 to build a proprietary growth platform for its advisory network. The firm brought on Jon Seif from robo-advisor Betterment and Luke Samuels from Wealth Enhancement Group to lead it. The platform combines marketing, AI, and lead tracking as Perigon shifts from acquisition-driven growth toward organic client generation.
Perigon Wealth Management also added three advisor-partners through its Path to Partnership program in March 2026. Wealth advisors Chris Spires, Ron Op het Veld, and Scott Yi cover areas like retirement plans, alternative investments, and private client services.
The equity pathway helps Perigon keep experienced advisors and gives clients access to partners with a long-term stake in the firm.
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